Prestige has a complete document management/ storage functionality built-in that allows schools to move from paper records to more automated electronic documents. The system enables the school to edit the folder names, document types, required documents, and missing items. Folders are where documents are stored. Each specific document has a defined document type which helps in naming and organization.
EDITING OF FOLDERS
- Go to any students record
- 1. Click “Files & Documents”
- 2. Click icon under “Edit” to change the name of the folder
- 3. Update folder name
- 4. Click “Save”
DELETING DOCUMENTS
NOTE: YOU WILL FIRST NEED TO REMOVE ALL DOCUMENT TYPES BEFORE BEING ABLE TO DELETE A FOLDER
- 1. Click “Setup & Customization”
- 2. Click “Customization”
- 3. Search for “Document Type”
- 4. Click on “Document Type” to access the document
- 5. Click “Delete” once all documents that are tied to the folder you want to delete move on to the deleting folders instructions.
DELETING FOLDERS
- Go to any students record
- 1. Click “Files & Documents”
- Click
to “Delete” the folder
ADDING NEW DOCUMENT TYPES
Document types are classifications or descriptors of the documents stored in the system. Examples of document types are “SAP”, “Attendance Report”, “Dr’s note”, etc.
- 1. Click “Setup & Customization”
- 2. Click “Customization”
- 3. Search for “Document Type”
- 4. Click “New Document Type”
- 5. “User Type” pick user type from the drop-down menu
- 6. “Folder” pick the folder from the drop-down menu
- 7. “Document Type” name of the document
- 8. “Folder Order” the order you wish to see the document in each folder
- 9. “Required” check if this document is required to be in the folder
- 10. “Audit Document” check this if it needed for auditing purposes
- 11. “Signature Required” check if a signature is required
- 12. “Allow Students to View” check if want the students to be able to view this document when signed into their portal
- 13. “Allow Students to Upload” check this to allow the uploading of documents through the students portal
- 14. Click “Submit” When all information is completed
ASSIGNING A DOCUMENT TO A FOLDER
- Go to any students record
- 1. Click “Files & Documents”
- 2. Click on
under “Move”
- 3. Select “Folder” from the drop-down menu
- 4. Click “Move”