Attaching documents to student and staff profiles is a great way to store, track, and manage the important files that you need. This can be useful for tracking background checks, medical statements, physical exams dates, waivers, etc.
This feature enables Admins and Managers to add attachments directly to an individual profile for download later, share with staff, families, and report on expiring documents that need to be renewed.
ℹ️ Add up to 100 files per student and staff member within their school. Each attachment cannot exceed 15 MB at this time.
Add a Student Profile Attachment
Admins and Managers can add documents to the student profile and choose to allow visibility to teachers, parents, and/or family contacts. Here's how:
From the Students or Rooms sections, locate the student you wish to upload a file for and click on their name to open the Student Profile
Choose on the Attachments tab
Click the Upload an Attachment button
Drag and drop the file onto the popup or click the link to open the file picker and choose your attachment
Select the attachment type from the dropdown. If the type doesn't exist, simply type in a new type and click enter to add it.
Optionally, choose an Expiration Date to monitor when it needs replacing from the Attachments Report
Complete the prompts and select the user types that should be able to download these files
Click Save Attachment
ℹ️ Only administrators are able to upload, edit, or delete attachments. Teachers, parents, and family can only download the file if visibility has been granted. This setting can be updated at any time by an admin. The note and expiration date are visible to users who are granted access.
Add a Staff Profile Attachment
Adding attachments to staff profiles is also easy to do by administrators on the web, these files are only accessible by administrators:
Navigate to the Staff & Payroll section of the web app
Locate the staff you are attaching the file to and click Action > View/Edit next to their name
Toggle over to Attachments
Hit the Add Attachment button
Drag and drop the file onto the popup or click the link to open the file picker and choose your attachment from your device
Select the attachment type from the dropdown or type a custom name to add it to the drop-down for future uploads
Optionally, choose an Expiration Date to monitor when it needs replacing from the Attachments Report
Complete the prompts and click Save Attachment
💡 Now that you know how to add Staff and Student Profile Attachments, learn how to report on missing or expired Attachments using the Attachments Report!