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Improvements to eDocs

Allow ability to search by student name in doc section of website. Searching by document name does not add value as many students receive the same document. Also, improve ability to filter by approval date. This currently groups all docs per stude...
Guest about 4 years ago in Online Ideas Workspace / OL - Documents 2 Future consideration

Tuition Express reports need to have the option of Excel format

Most centers use excel, QuickBooks, or another type of program to reconcile bank accounts. All of these programs use excel as a starting point and puts Procare behind the times. Since we only have these reports from tuitionexpress.com in PDF forma...
Johnny Colvin about 2 years ago in TE Transactions / Center Daily Tasks 1 Will Not Implement

Faster Document Sending (Documents feature in Online/Engagement)

There is a lag of 1+ hours between a customer sending a Document and it being received by the recipient. It would be helpful if the Document was sent quicker. This has been brought up previously but currently BAM 90274094 is requesting this.
Kelly Kohlhagen over 1 year ago in Online Ideas Workspace / OL - Documents 0 In Review

Add the Child Plud Upload Documents functionality to Procare Online / Engagement

Add in the functionality to - Select what documents are required from families for the student.- Send a link to the parents for the documents- Include validation with name and birthday- Clearly show what documents are required and how to upload them
Beth Carlin 5 months ago in Online Ideas Workspace / OL - Documents 0 Needs More Information

In PO/PE, on a child's profile there is a tab called "Documents" that has nothing to do with the new documents feature we recently released, this is confusing and should be renamed.

The screen shot shows where there is a documents tab on the child profile. However this section does not tie into the "Documents" feature and can be confusing to users. Suggesting we re-name this tab to "Files" or something similar without using t...
Dustin Jones about 4 years ago in Online Ideas Workspace / OL - Documents 1 Will Not Implement

Notification for when a parent uploads a document

Some schools ask families to upload documents throughout the year (i.e. for immunization records). It would be helpful to provide a notification for these.
Kelly Kohlhagen 12 months ago in Online Ideas Workspace / OL - Documents / OL - Notifications 1 Future consideration

Additional permission options for Corp TE Reports in Desktop

Endeavor would like to see a permission for Corp TE reports that they can grant lower level User Groups as needed.
Jesse Hartman 6 months ago in TE Transactions / Operational Efficiency 1 Already exists

Self Serve TE email changes

I believe it would be very helpful to explore creating a way for centers to self serve on email changes for TE, this may be impossible for now with current BAM limitations but I would like this to be kept in mind as we upgrade internal systems as ...
Nick Sarbaum about 2 years ago in TE Transactions / Reduce Resources to support TE 0 Future consideration

Documents sent to parents that don't require to be sent back for approval.

For schools who send documents for Parents to see, but don't require them to sign it for staff approval.
Lauryn Swaney about 4 years ago in Online Ideas Workspace / OL - Documents 0 Future consideration

Digital Signature on Documents

Customer would like a digital signature with date and time stamp within the documents - will help with licensing needs BAM 50255425 requested this.
Kelly Kohlhagen 7 months ago in Online Ideas Workspace / OL - Documents 0 Future consideration