File Upload

Users are able to add, edit, and download a file or a document to a student record on the case level by using the File Upload feature in the tool. Files are also able to be deleted from a student record using this functionality.

1. After selecting a student from the Look Up screen, the user will be navigated to the Student Profile page.

2. The user must then click on the File Uploads tab, to add or edit a new file or to delete an existing one.

3. Click the Upload New File button on the page.

4. The tool will navigate to the Add a File screen. File Name and Note must be completed and then the file is uploaded.  Choose Save.

5.  The tool will capture the user's entry and list the user's name and time of the upload. Take note that uploaded files can be edited or deleted by any tool user that has the "Upload Files to Cases" tool permission and access to the student's case.

6. Click on the File Name to view document.

Note:  Upload file size is limited to 10MB. To reduce file size, lower the resolution when scanning the document to PDF.
In addition, file extensions are limited to:
1. Pdf
2. Gif
3. Jpg
4. Xls
5. Xlsx
6. Ppt
7. Pptx
8. Doc
9. Docx
10. Rtf
11. txt