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.