Documents Subtab

Documents and files can be stored at the student level and are accessible through both the portal and the app.   

[Upload File]  [Organize Documents]   [View Documents]

Note: Catalyst supports the following file types for uploading; .pdf  .jpeg  .xlsx  .docx  .png  .ppt

Access Documents subtab from the Documentation tab in the Students Section.

Upload a Document

Note: Organizations have a 25 documents/files limit per student.

1. Scroll to bottom of page and click red Upload a File button. 
   
   
   
2. Search for and upload file via upload modal.
3. Files are automatically added to the bottom of the file list.
   
   
   
4. Once a file has been added, it can be moved by dragging it to desired folder or position.
   
   
   

   Note: By default, files are stored in the portal. To access files on the app be sure to select the Send to Device checkbox.

   
   

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Organize Documents

Documents can be grouped and organized by creating folders and subfolders.

[Add a Folder]  [Reorganize Documents]

Add a Folder

1. Scroll to bottom of page and click Add New Folder.
2. Enter Folder Information:
   *Denotes Required Field
   
   • *Title
   • Description
     
3. Click Save.
   
   
   
4. Folders then display with the icon.
   

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Reorganize Files

Files order can be changed by dragging to desired position.

Note: To move a file to the top level, drag the file over the grey area labeled, "drag top level items here." 

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View Documents

1. Locate desired file by clicking the  icon to expand the folders.
2. Click on desired file.
   

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