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Student and Staff Profile Attachments
Student and Staff Profile Attachments

[For Admins + Managers] Learn how to attach documents to specific student and staff profiles and report on expiring documents.

Cassie avatar
Written by Cassie
Updated this week

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, parents, and family, 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 15MB 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:

  1. 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

  2. Choose on the Attachments tab

  3. Click the Upload an Attachment button

  4. Drag and drop the file onto the popup or click the link to open the file picker and choose your attachment

  5. Select the attachment type from the dropdown or type a custom name to add it to the dropdown for future uploads 

  6. Optionally, choose an Expiration Date to monitor when it needs replacing from the Attachments Report

  7. Complete the prompts and select the user types that should be able to download these files

  8. 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:

  1. Navigate to the Staff & Payroll section of the web app

  2. Locate the staff you are attaching the file to and click Action > View/Edit next to their name

  3. Toggle over to Attachments

  4. Hit the Add Attachment button

  5. Drag and drop the file onto the popup or click the link to open the file picker and choose your attachment from your device

  6. Select the attachment type from the dropdown or type a custom name to add it to the drop-down for future uploads 

  7. Optionally, choose an Expiration Date to monitor when it needs replacing from the Attachments Report

  8. 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!

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