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general:document_attachments

Document Attachments

The Document Attachments feature allows you to upload and view documents by application, school year, folder, and document type. This feature is not available in all districts.

If you are logged on as a user assigned to a Document Attachments-enabled role, the Documents button is displayed on various pages in the TxEIS Business system. If a document is attached, the Documents button displays a note icon.

If you have full access, you can upload and download files. If you have read-only access, you can download existing files, but you cannot upload files.

If you are logged on with a role that does not have security access to Document Attachments, the Documents button is not displayed on any pages.

Document Attachment-enabled pages

List of permissible file types

List of document types by application and folder

Upload or view documents:

Under Document List:

Field Description
Application

The application you are currently logged on to is displayed (e.g., Human Resources).

Folder

Select the folder for which you want to view or attach a document.

Different types of documents must be uploaded to specific folders. Changing the folder will change the document type options in the Select Type field.

Select School Year

Select the school year for which you want to view documents. Student documents are stored by year.

Existing documents are displayed according to specified criteria.

Under Document Upload:

Field Description
Select File to Upload

Click Choose File. Locate and select the document on your computer or network. The file name is displayed next to Choose File.

Select Type

Select the type of document you are uploading. The list varies according to your selection in the Folder field.

Description

Type an optional description of the document.

Upload File

Click to upload the file for the student.

  • The document is listed in the Document List section.
  • The date-time stamp and user ID display the date and time the document was uploaded, and the user ID of the user who uploaded the document.

Any changes made in the Document Options window are saved when you close the window.

Other Functions and Features:

Type
Choose File

Click again to add another document, and repeat the steps for uploading a document.

Click to delete the document from the student’s record. You are prompted to confirm that you want to delete the document.

NOTES

  • Deleted documents are not actually deleted from the Document Attachments server. You can retrieve deleted files using the Document Attachments File Recovery utility in District Administration.
  • If a user deletes a requisition from the Purchasing > Maintenance > Create/Modify Requisition or Create/Modify Contract Requisition pages, the attached documents are deleted.
  • Only users who are approvers can upload documents for a requisition on the Purchasing > Maintenance > Approve Requisition page.
  • If a user uses the Purchasing > Utilities > Mass Delete Requisition Records page to delete requisitions, all associated document attachments are deleted.
general/document_attachments.txt · Last modified: 2017/07/27 08:53 by emoreno