Document Log tile

Overview

In this lesson, you will learn how to effectively use the Documents Tile in TEAMS to manage and organise documents across various dashboards, including Applicant, Application, Student, Enrolment, and Agent Dashboards. The Documents Tile allows you to upload, store, and manage important files such as academic certificates, transcripts, and payment proofs. You will also see how system-generated documents, like offer letters, are automatically stored 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

• 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.
• Select the tick-box for Public Document if you wish to show this on the student portal.
• Select the Upload button to upload your document/s. 

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