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How do I add documents?
Updated over 5 months ago

The Documents Management System is for School Admins.

Here are the steps to add documents:


STEP 1: Upload Documents

  • Go to Documents > Documents Mgmt.

  • Click the blue Add Documents button.

  • Add Documents user interface opens.

  • Select the folder for your documents. The system is pre-set with common folder names. You can also create custom name folders. The documents are added to the 'General' folder if you do not select a folder. Learn more.

  • Next, drag & drop your document files to the gray document area or select documents by clicking Browse.

  • After the documents appear in the interface, click the Continue button.

  • This action saves the documents as drafts.


STEP 2: Describe and Publish Documents

The next step is to publish the documents. Before publishing the documents, take your time to describe them.

  • By default, the file name is the document name. However, you can edit that name.

  • Additionally, you can add descriptive text for each document.

  • When you are done, click the blue Publish button.

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