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OL - Documents

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Delete and manage Documents

Currently, in Procare Online, there is no way to remove a document that has been uploaded to a student's profile. This frustrates customers who can accidentally attach the wrong document to the wrong entity and are unable to correct it. There have...
Sirah Brautigam 7 months ago in Online Ideas Workspace / OL - Documents 2

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 1 month ago in Online Ideas Workspace / OL - Documents 0

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 9 months ago in Online Ideas Workspace / OL - Documents 0

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

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 3 months ago in Online Ideas Workspace / OL - Documents 0

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 7 months ago in Online Ideas Workspace / OL - Documents 1

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 11 months ago in Online Ideas Workspace / OL - Documents 0

Ability to add documents to the registration form

Many facilities need documents to be printed out and signed by the parents at the time of registering their children. Currently there is not a way for a center to upload a document to the registration form that the parents can print out, sign and ...
Courtney Masters over 3 years ago in Online Ideas Workspace / OL - Documents 0

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 over 3 years ago in Online Ideas Workspace / OL - Documents 0