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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 ASCENDER 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. Some pages contain read-only 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

Notes:

  • There is a 10MB maximum upload size.
  • All changes made in the Document Options window are saved when you close the window. You do not have to click Save after you close the dialog box.

Upload or view documents:

Under Document List:

Field Description
Application

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

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.

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.

  • 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.

Other Functions and Features:

Type

Click the link in the Type column to download the file to your computer to view it.

Choose File

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

Trashcan Icon

Click to delete the document from the 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.
document_attachments.txt · Last modified: 2021/08/02 16:26 by emoreno

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