Manage Feeder School Details > Manage Individual Feeder School Records > Manage Feeder School Documents

Use the Manage Schools option in the Marketing tab (Admissions module) to manage any documents and files sent between your school and the feeder school. Documents may include correspondence between your school and the feeder school.

Choose to:

• Upload a document.
• Edit an existing document. Change the basic details listed for a document.
• Delete a document. Delete a document listed for a feeder school if it has been added in error.
• Add a document category. Using categories to file your feeder school documents is a useful housekeeping tool. Add as many categories as you need.
• Delete a document category. Remove any document categories that have been added in error or are no longer required.

Upload a Document

To upload a document, follow the steps below:

1. Select the Marketing tab in the Admissions module and select Manage Schools from the right hand menu.
2. Use the search tools to select the feeder school that you want to work with and click Search:
3. Click on your selected school to display the school record:
4. Select the Documents & Files option from the Additional Information menu:
5. Click Upload Document. A popup window is displayed:
   
6. Click Browse and select the document you want to upload from your computer.
7. Edit the default Document Name, if required. The default entry is the file name you have selected to upload. Use a clear and concise name.
8. Enter a detailed Description for the document.
9. Select a Document Category (this is optional), either:
   • Select an appropriate category from the list displayed.
     or
   • Add a new category for the document. You may want to categorise documents by letter type, such as 'General correspondence' and 'Open day invitations'. Click  and save a new category in the popup window displayed.
10. Click Upload Document.
    The uploaded document is listed in the feeder school record under your selected category.

Edit an Existing Document

Choose to change any basic details listed for a document, such as the name or description.

To edit a document, follow the steps below:

1. Select the Marketing tab in the Admissions module and select Manage Schools from the right hand menu.
2. Use the search tools to select the feeder school that you want to work with and click Search:
3. Click on your selected school to display the school record:
4. Select the Documents & Files option from the Additional Information menu:
5. Click  in your selected document. A popup window is displayed:
   
6. Edit the Document Name, if required. Use a clear and concise name.
7. Enter a detailed Description for the document.
8. Select a Document Category (this is optional), either:
   • Select an appropriate category from the list displayed.
     or
   • Add a new category for the document. You may want to categorise documents by letter type, such as 'General correspondence' and 'Open day invitations'. Click  and save a new category in the popup window displayed.
9. Click Save & Close.
   The amended document is listed in the feeder school record under your selected category.

Delete a Document

Delete a document listed for a feeder school if it has been added in error. Any documents you delete are completely removed from iSAMS.

To edit a document, follow the steps below:

1. Select the Marketing tab in the Admissions module and select Manage Schools from the right hand menu.
2. Use the search tools to select the feeder school that you want to work with and click Search:
3. Click on your selected school to display the school record:
4. Select the Documents & Files option from the Additional Information menu:
5. Click  in your selected document.
   You are prompted Are you sure you want to delete this document?
6. Select Yes. The document is deleted from the feeder school record and removed from iSAMS completely.

Add a Document Category

Using categories to file your feeder school documents is a useful housekeeping tool. Add as many categories as you need. You may want to categorise documents by letter type, such as 'General correspondence' and 'Open day invitations'.

You can also add a document category at the same time as uploading a document.

To add a document category, follow the steps below:

1. Select the Marketing tab in the Admissions module and select Manage Schools from the right hand menu.
2. Use the search tools to select the feeder school that you want to work with and click Search:
3. Click on your selected school to display the school record:
4. Select the Documents & Files option from the Additional Information menu:
5. Click Upload Document. A popup window is displayed:
   
6. Click  next to the Document Category. A popup window displayed:
   
7. Enter the clear and concise name for the category and click Save Option.
   The new category is listed in the Document Category field and is available for use. It is only listed in the feeder school record once it is in use.
8. Click Cancel to close the window.

Delete a Document Category

Remove any document categories that have been added in error or are no longer required.

To delete a document category, follow the steps below:

1. Select the Marketing tab in the Admissions module and select Manage Schools from the right hand menu.
2. Use the search tools to select the feeder school that you want to work with and click Search:
3. Click on your selected school to display the school record:
4. Select the Documents & Files option from the Additional Information menu:
5. Click Upload Document. A popup window is displayed:
   
6. Select the Document Category that you want to delete and click .
   You are prompted There may be saved values against this category. Are you sure you want to delete it? All data will be lost.
7. Select Yes.
   Any documents saved under the deleted category are now listed under 'Unknown Category'.