Manage documents for staff

You can manage documents for staff from the Documents side-tab. Attach files such as Microsoft Word and Excel documents to student, staff, contactClosed, and user records. These files are easy to retrieve and view.

Note: Depending on your user roleClosed privileges, you may be able to access Documents from the School, District, Staff, and Personnel views.

To attach files:

  1. Log on to the District view. Do one of the following:
    • School view: Click the Staff tab.
    • District view: Click the Staff tab.
    • Staff view: Click the My Info tab.
    • Personnel view: Click the Staff tab.
  1. Click the Documents side-tab.
  2. On the Options menu, click Add. The New Document page appears.
  3. Enter the information in the fields, and import the document.
  4. Click Save.
  5. To view the document, click the Documents side-tab.
  6. Click the name of the document you want to view.
  7. Click Download Download icon. .