Allowing Parents to Upload a Document Within a Parent Form

Modified on Tue, Feb 27 at 10:40 AM

Allowing Parents to Upload a Document Within a Parent Form

New - 2.0.5492 installed 4/16/20

On the Parent Access>Forms>Templates>Modify Question tab, there is a New Question Response Type available called 'Document Upload Form'.

This response type prompts parent user for a document to upload. Parent may load multiple pages into the form if their document is saved in more than one singular file.

Note: If the report text field is filled out, it will be used to name the uploaded document. Otherwise the document type will be used.

How to Use This Feature

  • Go to modify an existing parent form or create a new form on the Parent Access>Form tab.
  • Create a new question or modify an existing question via Parent Access>Forms>Templates>Questions.
  • On the Parent Access>Forms>Templates>Modify Question tab, you will select "Document Upload Form" in the "Response Type" dropdown.
  • Once you select "Document Upload Form" as the 'Response Type,' it will enable another option where you must select from one of your Document Types that are labeled as 'used for student documents'. You can review you Doc Types for this option via Doc Mgmt>Setup>Modify Document Type:
  • You can optionally mark that question as 'required' and it will function like any other required question on a form. The form cannot be submitted without the document attached. 

What Parents Will See

  • Parents will need to navigate to the Forms tab in the Parent Portal as they normally would and locate the Form with this question.
  • When a parent fills out the form, they will see this question, and below they will see an 'choose file' button.

  • Once they browse for the file on their computer and select it, they will then see a button for "Upload File" which will save it.
  • After it's attached successfully, that's when they will be presented with an "Add Additional Page" button.
    • The Document Type doesn't have to be setup any special way to allow this. 
  • As soon as the parent submits the Form, that's when the new document will be uploaded to the student's "Documents" tab, under the specified Document Type.

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