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OL - Documents

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Notification When Parents Upload a Document

Currently users are not notified when parents upload documents to student profiles. This is a big pain point with many of my customers and I have received a lot of feedback that they would like to be notified when parents upload documents. Having ...
Jane Ault almost 4 years ago in Online Ideas Workspace / OL - Documents / OL - Notifications 2 Future consideration

Document Folder

A customer found that it would be great if there was a way to organize documents in the "Documents" tab of the student profile. Examples included a tag functionality or a folder option.
Colin Von Seggern 10 months ago in Online Ideas Workspace / OL - Documents 0 Future consideration

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 about 2 months ago in Online Ideas Workspace / OL - Documents 0 Needs More Information

Bulk Document Approvals

To approve all the documents at one time and not have to approve all of them individually and look at them.
Lauryn Swaney almost 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 4 months ago in Online Ideas Workspace / OL - Documents 0 Future consideration

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 8 months ago in Online Ideas Workspace / OL - Documents / OL - Notifications 1 Future consideration

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 12 months ago in Online Ideas Workspace / OL - Documents 0 In Review

Needs Families to Fill Out Required Fields on CACFP Form

There is a form that is required for CACFP. Families must fill out all fields. When the customer sends this form through Documents, they cannot require certain fields. It's cumbersome to recreate as a registration form, but that's what they're doi...
Kelly Kohlhagen 5 months ago in Online Ideas Workspace / OL - Documents 0 Future consideration

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 almost 4 years ago in Online Ideas Workspace / OL - Documents 2 Future consideration

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 almost 4 years ago in Online Ideas Workspace / OL - Documents 1 Will Not Implement