View documents in Enroll in Manage, and view documents uploaded via the Forms integration on both the Family and Child records.

When uploading a document in Enroll, users have the option to tag the file with the name of the child the record pertains to. The tag is optional, so documents that aren't for a particular child can still be uploaded to the family in general.

Documents that are uploaded to Enroll and that are tagged to a particular child will automatically be viewable in Manage if there are linked records for that child in both systems. You can find them under "Scanned Documents" on the child's profile.

Documents and interviews that come to Enroll from Forms will automatically be tagged with the appropriate child's name.

And that means that documents and interviews that come from Forms will be viewable in Manage.

Step 1: Save the document file to your computer. (If you are working with a paper copy, use your office scanner or other device to make an electronic copy of the document.)

Step 2: Navigate to the Family’s Profile.

Step 3: Select Documents.

Step 4: Click ‘Add’ on the Documents Tab

Step 5: Attach Document/s

Step 6: Link the attached document to the child

Step 7: Click Upload

For Families with Multiple Children: Repeat Steps 4 and 5: Click Add, Attach Document, and Link the document to the specific/intended child record.

To Delete Documents: Select the Delete Icon, then Click OK.