If you want to add additional, outside documents to a batch, you may do so using a Ò90Ó form. Have the document you wish to attach available on your desktop or shared drive. Make sure the document you will be adding does not have any Òspecial charactersÓ in the file name – this includes commas, hyphens, parentheses, and others (!, @, #, $, %, ^, &, *, (, ), -, +, {, }, :, ;, Ô, Ò, etc.).
Add a form 90 to the batch where you want the document. Once added, open it, select the green ÒInsert DocumentÓ button, and browse to the document you wish to insert. It will be added to the form. Notes about the document may be entered manually in the Document Notes field. The descriptor field of the form 90 will display the name of the attached document.
This document will be available to others who have access to the studentÕs record. In order to see and print the document, staff must select the ÒView DocumentÓ button. This will need to be done manually in order to print the document with the batch.
The ÒDelete DocumentÓ button will remove the attached document from the form field. This action cannot be undone. If you need to replace the document, you will need to reinsert it. (If the entire form is deleted, it may be undeleted, as is usual with forms.)
It is important to note that if users print
or email a batch, only the E-Com forms will be included. Any external documents
attached to the batch via a Form 90 will need to be printed or emailed
separately. This holds true when creating a PDF of the batch as well.
Old documents once displayed on the ÒOther DocsÓ tab may be found forms 90 in the OTHER FORMS batch.
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