Ability to attach documents to a students Account

I think it would be helpful to be able to attach documents to a student's account. For instance Award letters, Payment Plan agreements, Scholarship letters and other items. It would also be helpful if that students could see these items as permitted by the person attaching the document.

  • Dawn Alonso
  • May 21 2020
  • Already exists
Blackbaud Education Management for Higher Ed / Core
Employee Name Dawn Alonso
  • Attach files
  • Dawn Alonso commented
    June 16, 2020 12:58

    Hi Tim,

    I set up to be able to do this, created the folders and files in Core. But what it is asking me to upload won't allow a PDF file. We need the capability to upload PDF files to a student's account. This "Already exists" needs tweaking so that PDF files can be uploaded individually. We receive Award Letters and letters with scholarship payments that are PDF or paper letters, that we would like to post to the student accounts. To take the Award letters that we receive and create an excel spreadsheet would be an inefficient process.

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  • Timothy Hildreth commented
    June 05, 2020 20:22

    Thanks, Dawn. You should already be able to do this. Administrators can set up a file structure to support documents and students can see those documents on their contact card. Check out the "Files & Forms" area in Core and the Help File Topic User Folders & Files for more information.

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