Create a Document

1. Choose Configuration from the main menu.

2. Choose Documents.

3. Click Create a New Document.

4. Enter a document name.

5. Click Save.

6. Select the new document to open it.

7. Enter configuration settings on the Settings tab. 

   1. Choose an E-form if the document is associated with an E-form. 

   2. Specify if staff is allowed to upload a file. If an E-form is selected and this setting is turned on, staff members have the option to either fill out the E-form or upload and submit their own file.

   3. Allowing staff to initiate submission of the document turns on Available Forms. Use this setting for forms available to staff members to fill out at-will throughout the school year. Specify where the available form should be stored once it is completed.

   4. If an expiration date is entered, the staff member is notified when the document has expired and is prompted to fill out a new version.

   5. To allow staff to include an attachment in addition to the E-form, click Add in the Required Attachment section, enter a name, and specify whether the attachment is required.

8. Click Save.

9. Click the Workflow tab.

   1. Choose an existing workflow or select Create New Workflow to create a document-specific workflow.

   2. Verify or edit the workflow selected. 

10. Click Save to complete the document configuration.

You can now connect the document to an E-form.