How to create/edit a folder

    in Admin Dashboard

    Folders are where you can store all other important health paperwork that was once stuffed in the file cabinet – physician reports, concussion test results, etc etc.

    • Step-by-Step Instructions
    Go to Admin Dashboard.

    Go to Folders.

    Click New Folder.

    Enter a Folder Name, decide whether or not parents will have the ability to see the contents of the folder, and click Save.

    • Tips and Tricks

    Folders cannot be deleted.

    How to edit a folder
    Click Edit.

    You may change the name of the folder or whether or not parents will have the ability to see the contents of the folder and click Save.

    How to view documents in a folder
    Click the folder name in the student’s student medical record.
    Select the desired document.
    In this view, documents can be updated, downloaded for printing, and moved between folder or deleted.
    How to upload documents to a folder
    Go to Front Desk.

    Using the Search Student Medical Record filter, enter a student’s last name and click Search.

    Click Add Record for the appropriate folder (you will then be prompted to “Browse” your computer for the appropriate PDF file).

    After selecting the PDF record, click Upload Record.

    • User Permissions Required For This Guide
    Administrator Only

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