How to Upload a Document for a Student via Company Portal

How to Upload a Document for a Student via Company Portal

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Overview
Uploading a document for a student via the Company Portal is a streamlined process designed to ensure efficient record-keeping and compliance with administrative requirements. The portal provides an intuitive interface that allows authorised users to securely upload essential student documents. This feature helps maintain accurate student profiles and ensures that necessary documentation is readily available for audits, reporting, and compliance purposes.

The system supports various file formats and employs secure storage protocols to protect sensitive student data. Once uploaded, documents are linked to the student’s profile, enabling easy retrieval and review when needed. By leveraging this functionality, educational institutions can enhance operational efficiency and maintain well-organised, up-to-date student records.

Notes
Step Tutorial
1. From the Dashboard, go to Students, select a student from the dropdown menu, then navigate to Document and click the New button.


2. Fill in the following fields:
  1. Description – A summary or title of the uploaded document.
  2. Details – Additional information or context about the document’s purpose.
  3. Document – The actual file being uploaded.
  4. Student Access – Specifies whether the student can view the document in their portal.
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NOTE: If this is turned off, the student will not be able to view the document in their portal.
Once completed, click the Save button.


3. A prompt confirming the successful addition of the document will appear. Click OK to close it.

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NOTE: Document should not exceed the 100mb file size limit, otherwise you will encounter this advice modal:


4. You should now see the recently added document in the list.


These are the steps on how to upload a document for a student via company portal.

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.