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LineLeader Unified Platform Integration
Document Sharing Across the Integration
Document Sharing Across the Integration

We're thrilled to expand our integration capabilities to stored documents!

Teddy Hook avatar
Written by Teddy Hook
Updated over a week ago

Previously, documents in Enroll were not viewable in Manage, and documents uploaded via the Forms integration were only viewable on the child's Family, not the child record. Both of these limitations have now been removed.

Enroll & Manage

When uploading a document in Enroll, users will now 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.

Forms & Enroll

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

Forms, Enroll & Manage

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

Bottom Line

All child-specific documents can now be accessed in Manage. You no longer need to view both systems to see all of a child's records.

Please let us know if you have any questions!

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