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Documents

The Documents section serves as a versatile tool for storing and managing important files. This area can be used in two primary ways:

Document Repository: Upload individual documents or use ZIP archives to create a central repository of files. Once stored, these documents can be easily attached to templates and included in emails, making them readily accessible whenever you need them.

Bulk Student Uploads: Upload ZIP archives that contain documents for multiple students. Each document is automatically placed in the appropriate Student profile under their Documents section, streamlining the process of managing and organizing student-specific files.

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Adding Documents to the Documents Section

Adding individual Documents

To add a new document to the Documents section:

  1. Click the Upload Documents button.
  2. You can select and upload up to five files at once.
  3. When uploading, you can:
    • Attach tags to the documents (if you’ve created any).
    • Set permissions for who can read or update the documents.
    • Define which locations have access.
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Once uploaded, these documents will be stored in the Documents section. You can then attach them to templates, emails, or other communications.

Adding ZIP Archives

To upload multiple files at once:

Click the More Actions dropdown, then select Upload ZIP Archive

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Choose the ZIP archive from your files.

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Optionally, assign tags and configure read, update, and location access before uploading.

After the upload is complete, the files will appear in the Documents section, ready for use.

Adding Document Tags

Tags help you easily sort and filter your documents within ampEducator. To create a new tag, go to the Tags tab and click New Tag. Enter a title for your tag and, if desired, add a description. Once your tag is created, you can attach it to a new document when you upload it, or edit an existing document to add or update its tags.

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Uploading ZIP Archives for Student Profiles

If you have multiple student-specific documents, a ZIP archive allows you to upload them all at once and have them automatically routed to the appropriate student profiles.

First, decide how ampEducator should recognize the student ID and prepare your ZIP file. You can choose from:

  • File Folder: The student ID is the name of the folder inside the ZIP.
  • Fixed Position: The student ID is in a set position within the filename (e.g., the first 10 characters).
  • Split: The filename is split into parts, and one part is designatied as the student ID (e.g., StudentID_FileName)

Click on the More Actions dropdown and select Upload Zip Archive

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Select the Multiple Students check box.

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Then, use the Student ID Position dropdown to choose how ampEducator should recognize the student ID: folders, fixed position, or split.

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Upload the ZIP file. The system will extract the documents and place them into each student’s profile under their Documents section.

By using this feature, you can efficiently manage and organize documents on a larger scale, ensuring they’re quickly available for each student as needed.