Documents
Your guides for setting up and managing documents in the portal.
By Cristina1 author8 articles
Display the Documents Page to UsersAdd a Documents page in the portal and control how documents are grouped, displayed, and made visible to users.
Set Up DocumentsUpload or link documents, control when they appear, and choose which users can access them.
Set Up Document CategoriesCreate document categories, choose how they appear in the portal, add subcategories, and link pages or documents to them.
Set Up a Student Documents ZIP FilePrepare a ZIP file for bulk student document uploads, name folders and PDF files correctly, and upload the archive into the portal.
Guardian Documents
Learn how to set up and manage Guardian documents.
Set Up a Guardian Documents Report Import ZIP FileStructure a ZIP file for guardian document report imports and handle common iSAMS-specific requirements.
Set Up a Guardian Documents Import File Using iSAMS Fees BillingPrepare the ZIP and XLSX files from Fees Billing, structure the ZIP correctly,and approve the import so guardians can access the documents.
Import PASS Finance documentsEnable finance document imports into the portal and learn what database access is required, and how document descriptions are matched for import.
Set Up Guardian DocumentsDisplay the Guardian Documents page, import guardian documents in bulk, configure document groups, and add or update guardian documents.