As an administrator, you are able to upload documents to Manage. Parents are then able to download, sign, and reupload those documents. If a document does not require a signature, you may ask for acknowledgment of receipt. Let's walk through the process of adding a document to MomentPath.
1. Tap on "Content" from the left-hand menu bar and choose “Documents” from the drop-down menu.
2. This tab is where you can keep track of all of the documents within your center as well as add new ones. To create a new document, select “add document”.
Enter in your Document information then tap "Save"
Name: This is the name parents will see when they access their document
Template Options: Select the completion method you would like parents to follow. You may choose Signature Required or Acknowledgment Required
Assignment: Choose if you would like this document to go to all children, certain groups, or for individual assignments only
If the document is for the individual assignment, you can do so by going to the child’s profile, scrolling down to the Documents sections, clicking “Assign Document”, and choosing the correct document for that child.
Grouping/Section: This field allows you to group certain documents together. Simply enter the section title here if you would like to group documents together. Documents will sort alphabetically
Master Template: Upload your PDF document here
3. Parents can now view, upload, or acknowledge this document by navigating to their child's profile and scrolling to the "Documents" section.
4. If a parent uploads a completed document that requires a signature, an administrator will need to approve the document. To do so, you may navigate to the child's profile and scroll to the "Documents" section. By tapping on the "Actions" drop-down menu you may view, approve, or reject the submitted document. If you approve the document, the submission is locked in place. Parents cannot override their original entry without submitting a new document for your approval. If a document is rejected, parents may attempt to upload the completed document again.
If the document does not require a signature, this section will show you the name of the parent that acknowledged the document.
Note: To access the parent guide for documents, please click here.
5. As an administrator, you may run a Documents Report to monitor outstanding documents or documents that may need to be approved. To access this report, tap on "Reports" on the left-hand menu bar
6. Next, select "Document Summary"
7. Apply any applicable filters and tap "Update" This report will show you every document for every child in your center with the current status of the report.
To access the parent guide for documents, please click here.
If you have additional questions, please contact us at support@lineleader.com