TEAMS has a Documents Tile on every dashboard/setup screen, be it an Applicant Dashboard, Application Dashboard, Student Dashboard, Enrolment Dashboard or Agent Dashboard. The documents tile works the same way on every dashboard. This tile allows you to manage your documents for students, agents, employers, trainers and even for programs and campuses as well. This post will help you to understand the documents tile.
How it looks on the setup screens
Setup screens such as the Campus Entry Screen, Program Entry Screen, and Trainers Entry Screen will display it under the Burger Menu. However, the process to upload documents is the same everywhere.
How to upload documents
- Select the documents tile and It will open the documents log screen for you.
- You can see all the documents that are already there. (Please note: Some of the documents that are already there are system generated documents such as certificates, offer letters, etc.).
- Select the Add button to upload document/s.
- Select one or multiple documents from your system to upload.
- You can enter notes for the document/s that you are going to upload by selecting the Notes icon.
- Select your document type from the dropdown. This will help you to identify the types of documents you upload.
IMPORTANT: The document type is a user code and if you cannot see a specific document type then you can create one from the User Code screen
- Select the tick-box for Public Document if you wish to show this on the student portal.
- Select the Upload button to upload your document/s.