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Load Documents into Master Records

It is possible to upload Student Documents directly to their Master Records.

Navigate to Master Data → Teachers/Students or Tutors and do click on the name, then navigate to the Tab Documents:

Click the icon Add at the top right of the screen:

Enter the required information:

  • Title: Title of the File you are uploading (mandatory).
  • Description: File Description.
  • Associated Category: The category to be associated that you create in Master Data → Documents →. Tag Definition.
  • Enable Document Expiration Date: If checked enables the entry of the Document expiration date.
  • Show in app: Still not active, under release.

Once you have filled in all the data you can click in the green button Save:

Now the File will appear correctly among the Uploaded Documents:

If you would like to create Custom Fields that Users can view, download, or upload, read this guide.

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