Create an Organizational Structure of Folders and File Names (Labels)

A platform manager can create new folders and file names (labels). Later you can upload files for each user based on this organizational structure.

Tip: We recommend you use the Medical features specifically designed for school nurses instead of uploading health information as user files.

  1. Select Core.

  2. Select System tools.

  3. Select Bulk upload.

  4. Select Manage user files.

  5. Select Add folder.

  6. Enter an optional Sort order to control how the folders appear. If no sort order is entered, the folders are shown alphabetically.

  7. Enter the Folder description. This is the name of the folder. For example, "Student Placement Test Scores."

  8. Enter the Number of file names that will be included in the folder. You can add more files later. Thus, if you only know of 3 files so far, enter 3 for now and you can add more later.

  9. Select Next.

  10. Enter an optional Sort order to control how the files appear. If no sort order is entered, the files are shown alphabetically.

  11. Enter the File name. Consider this a label that shows where files with this designation will go. For example, "Parking Permit."

  12. Select Save & exit.

    An option to add another file name will automatically appear next.

See User Folder and Files.