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How to: Add a PDF Template to a Form

A step-by-step article on how to upload a PDF template for a download/upload attachments question.

Updated over 2 weeks ago

Uploading PDFs for form recipients to download can be done on individual forms or within forms in a packet. This process is done for any form(s) in which you present a recipient with a downloadable PDF (action plans, physical exam templates, medication administration forms, and more).

  1. Log into August Schools

  2. Open the desired form template

    1. For an individual form: Forms >> Templates

    2. For a form within a packet: Forms >> Packets

  3. Click "Edit question" for the download and upload attachments question.

  4. Upload the template to the "Files" drop-box.

  5. Click Save

  6. A preview of the form should be displayed!

Need to update the PDF?

If at any time you need to modify the PDF, you can:

  1. Click "Edit question"

  2. Remove the PDF (by clicking the trash can icon)

  3. Upload your new file

  4. Click Save


Questions or Concerns?

Please do not hesitate to reach out to the August Schools Support Team at via live chat with the "Help" icon or via email at [email protected].

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