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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 TxEIS Student 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.
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
Application | Menu | Folder | Document Type |
---|---|---|---|
Accounts Receivable | Tables > Customer Information | Customers | Other |
Accounts Receivable | Maintenance > Create/Modify Invoice | Invoices | Invoices |
Accounts Receivable | Maintenance > Invoice Approval | Invoices | Invoices |
Accounts Receivable | Maintenance > Invoice Voids/Adjustments (read-only) | Invoices | Invoices |
Accounts Receivable | Maintenance > Invoice Inquiry/Customer Notes > Inquiry | Invoices | Invoices |
Accounts Receivable | Maintenance > Invoice Status Inquiry (read-only) | Invoices | Invoices |
Asset Management | Maintenance > Inventory Maintenance | Asset | Other, Warranty |
Bank Reconciliation | Maintenance > Bank Reconciliation | Reconciliation | Reconciliation |
Finance | Maintenance > Vendor Information | Vendor Vendor Catalog | Bid Contract Other Quote Setup Form Sole Source W-9 Catalog |
Finance | Maintenance > Postings > Journal Budget | Journal Entry | Journal Entry |
Finance | Maintenance > Postings > Journal Inquiry | Journal Entry | Journal Entry |
Finance | Maintenance > Postings > Purchase Order | Encumbrances | Encumbrances |
Finance | Maintenance > Postings > Cash Receipt | Cash Receipt | Cash Receipt |
Finance | Maintenance > Postings > Credit Memo | Invoices | Invoices |
Finance | Maintenance > Postings > Check Processing - PA | Invoices | Invoices |
Finance | Maintenance > Postings > Check Processing - PO | Invoices | Invoices |
Finance | Maintenance > Postings > Journal Actual | Journal Entry | Journal Entry |
Finance | Maintenance > Pending Payables | Purchasing - Requisition Finance - Invoices | Purchasing - Receiving Finance - Invoices |
Finance | Maintenance > Credit Card > Posting - PA | Invoices | Invoices |
Finance | Maintenance > Credit Card > Posting - PO | Invoices | Invoices |
Finance | Inquiry > GL Inquiry > GL Inquiry (read-only) |
Accounts Receivable - Invoices
|
Accounts Receivable - Invoices
|
Finance | Inquiry > Vendor Inquiry > Vendor PO Inquiry (read-only) | Encumbrances | Encumbrances |
Finance | Inquiry > Vendor Inquiry > Vendor Payment Inquiry (read-only) | Invoices | Invoices |
Finance | Inquiry > Travel Reimbursement Inquiry (read-only) | TRVL | Other |
Finance | Budget Amendment > Budget Amendment Maintenance | BAR | Other |
Finance | Budget Amendment > Approve Budget Amendment | BAR | Other |
Finance | Budget Amendment > Budget Amendment Inquiry (read-only) | BAR | Other |
Grants and Projects | Maintenance > Member Grants > Grant Maintenance | NOGA | Other |
Grants and Projects | Maintenance > Member Grants > Object Maintenance | NOGA | Other |
Grants and Projects | Maintenance > Approval Dashboard | Budget Reimburse | Other Other |
Personnel | Maintenance > Staff Demo > Demographic Information | Demographic | Application, Driver License, I-9, Other, Resume, SSN Card |
Personnel | Maintenance > Staff Demo > Credentials | Credentials | Certification, Education |
Personnel | Maintenance > Staff Demo > Verification | Verification | Contract, Signed Agreement |
Personnel | Maintenance > Staff Demo > Service Record | Service Record | Service Record |
Payroll | Maintenance > Staff Job/Pay Data | Payroll | Deduction, Other, W-4 |
Payroll | Maintenance > Leave Account Transaction > Staff Leave Maint | Leave | Leave |
Payroll | Maintenance > Leave Account Transaction > Leave Adjustment | Leave | Leave |
Payroll | Maintenance > Leave Account Transaction > Employee Substitute | Leave | Leave |
Purchasing | Maintenance > Vendor Order Addresses (read-only) | Requisition | Supporting Forms, Vendor Documents |
Purchasing | Maintenance > Create/Modify Requisition Vendor Directory (read-only) | Requisition | Supporting Forms, Vendor Documents |
Purchasing | Maintenance > Create/Modify Requisition | Requisition | Supporting Forms, Vendor Documents |
Purchasing | Maintenance > Create/Modify Contract Requisition | Requisition | Supporting Forms, Vendor Documents |
Purchasing | Maintenance > Approve Requisition | Requisition | Supporting Forms, Vendor Documents |
Purchasing | Maintenance > Bundle Requisitions (read-only) | Requisition | Supporting Forms, Vendor Documents |
Purchasing | Maintenance > Receiving | Receiving | Receiving Invoice |
Purchasing | Inquiry > Requisition Status Inquiry | Requisition | Supporting Forms, Vendor Documents |
Purchasing | Inquiry > Contract Requisition Status Inquiry | Requisition | Supporting Forms, Vendor Documents |
Purchasing | Next Year > Maintenance > Create/Modify Requisition | Requisition | Supporting Forms, Vendor Documents |
Purchasing | Next Year > Maintenance > Create/Modify Contract Requisition | Requisition | Supporting Forms, Vendor Documents |
Purchasing | Next Year > Maintenance > Approve Requisition | Requisition | Supporting Forms, Vendor Documents |
Warehouse | Maintenance > Inventory Maintenance | Items | Other |
Document types by folder and application
File Extension | Document Type |
---|---|
.doc | application/msword |
.docx | application/vnd.openxmlformats-officedocument.wordprocessingml.document |
.gif | image/gif |
.jpeg | image/jpeg |
.jpg | image/jpeg |
application/pdf | |
.png | image/png |
.pps | application/vnd.ms-powerpoint |
.ppt | application/vnd.ms-powerpoint |
.pptx | application/vnd.openxmlformats-officedocument.presentationalml.presentation |
.tif | image/tiff |
.tiff | image/tiff |
.txt | text/plain |
.xls | application/vnd.ms-excel |
.xlsx | application/vnd.openxmlformats-officedocument.spreadsheetml.sheet |
List of permissible file types
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. |
Select School Year |
Select the school year for which you want to view documents. Student documents are stored by year. |
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. |
School Year |
Select the school year for which you want to view documents. Student documents are stored by year. |
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.
|
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Any changes made in the Document Options window are saved when you close the window.
NOTES
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