How to Add Documents to a Student via Trainer Portal

How to Add Documents to a Student via Trainer Portal

Idea
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 document organisation and accessibility.

Notes
Step Tutorial

1. From the sidebar menu, go to Students > search and select a student > click Documents tab > then click New.

2. Fill in the following fields in the New Student Document modal:
  1. Description – Enter a description for the document.
  2. Details – Add details about the document.
  3. Document – Upload the document by clicking the field.
  4. Student Access – Determine if the student can access the document by turning on the toggle.
Once done, click Save.
Info
NOTE: Document should not exceed the 100mb file size limit, otherwise you will encounter this advice modal:

3. The added documents will be available in the Student Documents table.

You can click the Action button if you wish to Edit or Delete the document.


And that’s how to add documents to a student via trainer portal in 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 the contact support via email.