Introduction

The documents tile in set up allows the school admin to upload documents  for use in ScholarshipUniverse. Only the school admin user has access to add documents.


Related


Documents


Settings > Documents

  • Click on Settings on the left of the screen
  • Click on Documents tile

 


  • Clicking the Documents tile opens the Documents screen. 
  • The screen has two views, active and inactive. Default view is active. 
  • The documents that have been added previously display in a grid with the following columns:
    • Document Name
    • Organization
    • Department
    • Original File Name
    • Created Date
    • Edit (Allows the admin user to edit existing documents)
    • Deactivated (Allows the admin user to make a document inactive)
  • Clicking on the column headers sorts the column.
  • The school admin has the ability to add documents into ScholarshipUniverse by clicking the Add+ button.

 

 

Adding Documents

                  

To add documents into ScholarshipUnivers, the school admin user clicks the Add+ button.


  • In the Add Document modal, the school user must complete:
    • Document Name
    • Upload Document File
    • Organization and Department(available after Organization is selected from drop down) are optional
  • After all required information has been completed, click Save to add document. 
    • Clicking Cancel returns user to documents screen without adding document



Editing Documents

 

The admin user may edit existing documents by selecting the  button.


  • Document Name may be edited by typing in the text box
  • Organization may be edited by choosing an organization from the drop down
  • Department may be edited by choose a department from the drop down
  • Clicking Save, keeps the changes made to the document
  • Clicking Cancel, discards the changes and returns the user to the documents screen



Deactivating/Reactivating Documents


The school admin user may need to deactivate or reactivate a document in ScholarshipUniverse.


  • Clicking the  button, deactivates the document and moves it to the inactive documents screen.



  • Clicking the  button, reactivates the document and moves it to the active document screen
  • The school user may also edit an inactive document by selecting the  button to open the edit document modal


Troubleshooting and FAQs

[Links to related FAQ documents]