Guardian Documents
Learn how to set up and manage Guardian documents.
By Cristina1 author4 articles
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.