Document Management Overview and Training
Welcome to the PraxiSchool Document Management
Overview and Training!
Below you will find information about Document Management features, Document Management setup information and the Document Management training videos. Please review each video before attempting to set up your Managed Document data.
Document Management Features
The Document Management feature allows document uploads from the Applicant Portal, Parent Portal and the Admin Portal. Documents can be uploaded to Student, AR, Family, Staff, etc files. For example: Student IEP documents, Driver’s license, Medical records and more!
View the Document
Approve Portal Uploads
Track Expirations
Email the Document
You can compile student documents into a cumulative folder for each student! Then attach all those documents to a single email.
Parents can securely upload documents from the parent portal directly to their child’s file.
Documents can be uploaded for students, applicants, parents, donors, vendors, staff, and more!
Document Management Training Videos
Setting Up Document Security: https://app.praxischool.com/ifr_videoPlay.php?id=425882589
Uploading & Managing Documents: https://app.praxischool.com/ifr_videoPlay.php?id=426595091
Documents - Attach to Email: https://app.praxischool.com/ifr_videoPlay.php?id=427806548
Documents - Upload Links: https://app.praxischool.com/ifr_videoPlay.php?id=426598711
Documents - Analyze: https://app.praxischool.com/ifr_videoPlay.php?id=426601734
Should you require further assistance with setting up and operating your Document Management, please contact your primary trainer to schedule a training session.
Sincerely,
PraxiSchool Tech & Training Department
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