How to Add Documents in the SMS

How to Add Documents in the SMS

Idea
Overview
Adding a document to the Student Management System (SMS) involves uploading files directly into the system. This feature centralises record-keeping, enhances organisation, and ensures compliance by securely storing essential documents in one accessible location.

Notes
Step Tutorial
1. From the Dashboard, navigate to Administration, then Settings, then the Documents tab, and click the New button.


2. Enter the following information:

  1. Document Name – Add the document’s name.
  2. Document Details – Add document’s details.
  3. Document Hyperlink – Add the actual document/file.
Once done, click on the Create button. The recently added file(s) will now be visible in the documents list.

Info
NOTE: If you need to make changes to the uploaded file, you can do so by clicking the Edit button under the Action column. The same applies for deleting.

These are the steps for uploading documents to the SMS.

Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to us via email at support@eskilled.com.au.
    • Related Articles

    • How to Add Documents on Student's Documents Tab

      Overview The Student Document upload module enables administrators to securely upload, manage, and store student-related documents within individual student profiles. This offers various benefits such as enhancing student data management and improved ...
    • How to Add Documents on Company's Documents Tab

      Overview The Company Document Upload module enables administrators to securely upload, manage, and store company-related documents within individual company profiles. This feature offers benefits such as improved company data management, enhanced ...
    • How Students Can Upload Documents

      OVERVIEW In this tutorial, we will show users how existing students can add relevant documents via the Student Portal. This is useful if they missed some enrolment requirements or if you are requiring students to submit any supporting documents. STEP ...
    • How to Add Company Contacts in the SMS (Maximise)

      Overview In this tutorial, we will show users how to add contacts in the Company Portal. In the SMS, you can now add multiple Company contacts. When a contact person is added, this creates their user access to the Company Portal. Steps Tutorial 1. Go ...
    • Storing Documents in the Company Portal (Maximise)

      OVERVIEW In this tutorial, we will show users how to store any third party-related documents in the Company Portal. This feature allows both your organisation and your Companies to have a centralized repository of all documents relevant to your ...