The Documentstab within a participant record can act as a virtual filing cabinet for various types of electronic documents related to a participant.
Click the Peopletab in your lefthand navigation menu.
Open the List of Participants
Locate the participant in your List of Participants
There are several tools to navigate your list of participants.
You can type a whole or partial name into the search bar. The list will filter down as you type to match your search criteria.
You can scroll down the list to find the name. By default, 25 participant records will appear on one page. At the bottom right, use the menu to change how many participant records are displayed per page, and use the arrows to navigate through different sections.
Click the pencil icon to the right of the participant’s name.
Locate and click the Documents tab in the participant’s profile. If documents have already been uploaded for this participant, they will appear in a list here.
Adding a Document
Click Add Document +
Use the Click to upload file link to open the file explorer on your device. Browse and select the appropriate file. Alternatively, you can drag and drop the file into the box with a dotted line.
Note that the following formats are accepted: .pdf, .doc, .docx, .xls, .xlsx, .csv, .jpg, and .png. The file size limit is 20 MB.
Add a name for the document and any notes about the document. Required fields are marked with a red asterisk. The form can only be submitted if all required fields are complete.
Next. select the Share settings for this uploaded document. You can make the document accessible only to users at this specific site or to users at any site across the institution/district.
Click Save Document,and the item will be added to the document list for this participant.
Edit, Delete, or Download a Document
The down arrow icon allows the user to download a document to their device.
The pencil icon allows users to change the File, Document name, Notes, or Share settings.
The trash can icon allows the user to delete the document.
