The Upload Multiple Files function allows multiple files to be uploaded by matching on UPN, Admission Number or First name, Surname (e.g. A926111116373.pdf or Francesco-Smith.pdf).
Please ensure your files are accurately named, we would recommend using the UPN or admission number as part of the filename as names can sometimes differ slightly to what is in PA / Horizons. If you are uploading text documents that you wish to preview within the software, we suggest they are saved as pdfs.
Admin > Import > Upload Multiple Files
Click Upload File(s)and either drag or browse for files. Ensure that the correct permissions are set at this stage. *Please note that the maximum number of files that can be uploaded at once is 44 so files will need to be uploaded in batches.
Select the Upload and Save permission button (please ensure that the 'All' permissions is set when uploading
Next, select the Match Pupils and select the field type you want to use for matching; UPN / Admission number
You will then see a preview of which files have been matched with which pupils within the software so you can check before continuing.
If you want the documents to be saved within a specific folder within Pupil docs enter it's name in the 'Type Folder name here' field. If this folder does not exist, a new folder will be created for each child.
Click on 'Add to Pupil docs'.
To view the documents, go to the child's profile > Docs
Select the relevant folder. Here you can click on the file and 'Preview' to view the file or 'Download' as necessary.
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