Restoring Recycled Documents

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• Recycling Managed Documents

  Recycling Managed Documents 1. Click "Admin" 2. Click "Manage Document" 3. Click "Recycle Bin" Deleting in Batch 4. Tag Documents in Recycling Bin to Delete 5. Click "Actions" 6. Click "Delete Tagged Documents" Deleting Individual Documents 7. Select ...

• Emailing Student Documents

  1. Click "Students" 2. Click "Students" 3. Select Student 4. Click the "Docs" Tab 5. Click Envelope Icon Next to Document to Email OR From the Email Screen All Documents or a Folder of Documents can be Emailed 6. Select Process Option 7. Edit/Enter ...

• Uploading Student Documents

  1. Click "Admin" 2. Click "Manage Document" 3. Click "Upload Documents" 4. Select the "Security" 5. Select the "Student" 6. Select the "Folder" 7. Select the "Description" 8. Click "Choose File" & Select Document to Upload 9. Verify School Year 10. ...

• Viewing & Adding Documents in Accounts Receivable

  Viewing & Adding Documents in Accounts Receivable 1. Click "Admin" 2. Click "Accounts Receivable" 3. Select AR Account 4. Click "Docs" tab Viewing Documents 5. Select the Document 6. Click the Magnifying Glass Icon to View Adding Documents 7. Click ...

• Approving Documents Upload in the Parent, Student or Applicant Portal

  1. Click "Admin" 2. Click "Manage Document" 3. Click "Documents" 4. Click "Actions" 5. Click "Approve Documents" 6. Click "Select All" or Select Individual Record(s) to Approve 7. Click "Save Changes" 8. Click "Finished" 1000.4.2