Document Log tile

Overview

The Document Log Tile in TEAMS provides a central location to upload, manage, and organise student and agent documents across various dashboards, including Applicant, Application, Student, Enrolment, and Agent Dashboards. This tile helps ensure that all important files—such as academic transcripts, certificates, payment receipts, contracts, and offer letters—are easily accessible and stored in an organised way. The system also automatically stores documents it generates, such as offer letters and certificates, in this tile.

You will be guided through the process of uploading documents, adding notes, and categorising them by type. Additionally, you will learn how to make documents public on the student portal when needed. By the end of this lesson, you will be proficient in using the Documents Tile to maintain organised and accessible records within the TEAMS system.

How to upload documents

Follow the steps below to upload and manage documents via the Documents Tile:

• Navigate towards the document tile
• You can see all the documents that are already there. (Please note: Some of the documents that are already there are system-generated documents such as certificates, offer letters, etc.).
• Select the Add button to upload document/s.
• Select one or multiple documents from your system to upload.
• You can enter notes for the document/s that you are going to upload by selecting the Notes icon.
• Select your document type from the dropdown. This will help you to identify the types of documents you upload.
• Tick the “Public Document” checkbox if you want this file to be visible to students via the portal.
• Click “Upload” to finalise and save the document(s) into the system.

Important – The document type is a user code and if you cannot see a specific document type, then you can create one from the User Code screen