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Complete Forms with brightwheel

[For Guardians] Learn how to complete and submit paperwork for your program using brightwheel Forms

Audrey avatar
Written by Audrey
Updated today

Through brightwheel, contacts with parent-level access can access paperwork requests shared by administrators to view, complete, and submit paperwork directly through their accounts on the web and mobile app. This includes specific requests to complete Forms, Document Requests, Contracts, or Fillable Documents.


Complete Forms & Requests

On the App

  1. Click on your student’s profile

  2. Tap the Paperwork icon in the top row of your child’s activity feed

  3. Under the Forms & Requests tab select the form to begin
    💡Use the Order By filter to sort the forms by Recent Activity or Name to easily locate the correct form

ℹ️ Admission packets cannot be completed from the mobile app, but it is coming soon! In the meantime, please take steps on the web to access any packets.

On the Web

  1. Log in to brightwheel on the web
    🚩 Important note: If your provider shared a URL to the form, click the link to complete the form. For detailed steps, visit Complete Forms via a Shared Link.

  2. Go to My Children and select the child’s name

  3. Open the Forms & Requests tab or Admissions Packets

  4. Click Start or Fill out packet

  5. Complete the fields and click Submit

💡Tips and tricks

  • If completing a Document Requests, you'll be prompted to upload a PDF document into the form. The PDF may be added by the program or you may be asked to upload your own file (E.g. immunization records).

  • When adding a digital signature to a Form or Contract, be sure the name in the signature box matches the printed name exactly to avoid errors.


Complete Forms via a Shared Link

Often, programs opt to share applications, documents and Admissions packets that are accessible by a link. This allows parents to follow the link to create a profile for their student at that program and to digitally complete forms and paperwork that may be required for enrollment.

  1. Click the shared link, or copy and paste it into a web browser

  2. Sign into an existing brightwheel account, or create a new account

  3. Select the student’s name or select the + Add a Student option to create a new student profile

  4. Complete the form fields

  5. To complete the form for siblings or multiple students, open the shared link again and repeat these steps for each child


View Current and Historical Forms

Once a form or Admissions packet is shared, it will be available for all parent-level contacts listed on the student’s profile.

On the Web

  1. Log in to brightwheel on the web

  2. Click on the Paperwork from the left sidebar or center menu

  3. Select the child’s name

  4. Choose the Forms & Requests tab or Admissions packets

ℹ️ Forms that have been approved by the program will show as Approved under the Status column. Please contact your provider if you have questions about the approval, or next steps.

On the App

  1. Click on your student’s profile on the app

  2. Tap the Paperwork icon in the top row of your child’s activity feed

  3. Review paperwork listed under the Forms & Requests tab


Form Statuses

Each form shared will have a status next to it indicating if the form has been started, completed, needs changes, or has been approved by the program.

New

A new form has been shared by the program

In Progress

The form has been started, but not submitted

Submitted

The form has been submitted and is awaiting review

Viewed

The program has viewed the completed form

Approved

The submitted form was completed and approved

Needs Changes

The program has requested changes and resent the form to be re-submitted


FAQ

Where can I see the forms that my provider has sent?

Forms will be visible through the student profiles listed in each parent's brightwheel account on the web and on the brightwheel app. If you do not see the forms when logging in please check from on the web first, then verify with the provider that your username is the correct email or phone number they have on file for you.

Can I change my contact info or the contact info listed for another student contact on the form?

The best way to update account info will be to log into brightwheel, select Profile, and then use the email and mobile number fields to enter the updated account information. Contact information for contacts with activated brightwheel accounts cannot be edited through the Applications tools.


Running into trouble with updating contact info? Our Support team would love to help! Parents and other contacts can get in touch with brightwheel Support via email at help@mybrightwheel.com at any time.

Can I make changes to a form that was submitted earlier?

Once a form is submitted, the completed fields will be saved with the submitted information and can’t be edited. If parents find that changes or updates are required, please get in touch with a program or school administrator to discuss the best way to provide the updated information.

I’m having trouble uploading my documents through the Document Request tool.

Each Document Request application will allow parents to upload one PDF document. If the completed documents are saved as separate files, make sure to combine them into one PDF before uploading. If the completed documents are not PDFs, parents will need to convert them to PDFs before uploading.

I have questions about the content or fields requested on my program’s form.

For more information and context regarding the fields requested on an Application, please get in touch with the provider directly. This content is managed directly by the program administrators, so they’re best equipped to provide clarity on the requested fields!

I've already started a form and it says "In Progress", but I need to change some of the information, how can I delete this form submission?

  • If you haven't submitted the form yet and it's still showing as "In Progress", this has not been sent to your provider yet. You can still make changes to any information you previously added and finalize the form before submitting.

  • If you've already submitted the form, please get in touch with a program or school administrator to discuss the best way to provide the updated information.

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