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How to Upload PDF Documents

There are a few PDF tabs within your portal. For example, Letters Home or Meals Menus.

To add a PDF, click into the tab you wish to upload to and click Create New.

First, we can give the PDF a Title and choose a content category if necessary – you can learn how to create and use these in a separate video. Next, choose whether you want to link to an external PDF (one you’ve uploaded to your website for example) or Upload a PDF directly to the tab. I am going to choose Upload a PDF and choose the document I’d like to link. Alternatively, paste a link to your PDF into the URL field.

Next, we can set our PDF preferences, if you want to target the document to specific users then you can Select Users, or just enable Send to All Users. The last step is to choose if you want to send a notification to parents about the document you have just uploaded. If yes, you also have the option to specify a custom message of up to 2000 characters, using #ParentName and #ChildName to personalise it. Click Save in the top-right corner to publish and save your changes.

Updated on January 28, 2022

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