How to set up a digital document Types

Modified on Wed, 22 Nov, 2023 at 12:06 PM


Digital Document Types are defined from the BOARD LEVEL


Menu>Setup>User Defined Fields> Digital Document Types



This is where you set up what kind of Digital Documents the students will have.

EG. Report Cards, Birth Certificates, Study Permits, etc


Adding new document types require the Document Type and Ministry Code and Category type to be filled out. 

Ensure that the Category type is also selected.



SELECTING to include DIGITAL docs on Custom Report Cards


From the SCHOOL LEVEL

from the custom Report cards you have the option to Create the Digital doc 



When you select the Create Digital Documents this screen opens you need to populate the CATEGORY TYPE, DOCUMENT TYPE



When you select the Send notifications by email then you get the extra options to which you need to set. 



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