For center administrators with access to this area.

Keep supporting documents on the correct child’s record.

Steps

1. Open Families > Children and select the child.

2. Expand Uploaded documents to review files already on record.

3. To add a document, select the appropriate document type and choose the file.

4. Add useful notes, review the child and selected file, then choose Upload document.

5. Confirm that the file appears in Uploaded documents and opens correctly.

Check the result

Uploading a supporting document is different from completing, approving or publishing a required form template. Check the form’s own status where applicable.

Only upload documents you are authorized to keep on that child’s record.

Interactive walkthrough: Adding Forms and Additional Documents to a Child's Profile

The recording uses one center’s example data. Names, amounts, dates, counts and configured policies are examples; use your own center’s records and settings. Some labels in the recording may differ from the written steps above.

Open the walkthrough in a new window

Interactive walkthrough: Viewing Documents Associated to a Child

The recording uses one center’s example data. Names, amounts, dates, counts and configured policies are examples; use your own center’s records and settings. Some labels in the recording may differ from the written steps above.

Open the walkthrough in a new window