When caring for students, you may need to reference a record or document for them. August Schools makes it safe and secure to file those documents on the student card. All external files uploaded into the platform either by guardians through the family portal or by practitioners directly are converted to PDFs and saved in the student card in the Documents tab.
Certain electronic forms like consents and waivers that are e-signed by third parties can be converted to Documents as well and will appear in the Documents tab.
File Tags
File tags are the way different documents are categorized and filed within the system. Documents with with immunization file tags will be visible on that student's immunization card, and likewise for medications, insurance and the like.
File tags can be managed from the Documents tab on the student card. Documents can also be added to a student's card from this tab and tagged appropriately. Documents collected via the parent portal either through enrollment or through a form request will generally be tagged appropriately automatically.
Note: Documents with no file tag will only be visible to yourself. See the table below on what tags are available to which roles!
Upload and Tagging Documents
Steps to upload and tag a new document in August Schools:
Search for the desired student and open their student card.
Select the Documents tab; if the tab is not visible, hover over "More."
Click on the "Upload files" button.
This will open a modal "Upload student files."
Open the "File tags" drop-down and select the appropriate designation from the list.
Upload from your computer or drag & drop your file into the file area.
Click the "Add documents" button.
Your document is filed! The file will be stored on the student's record to be accessed at any time.
Who can see these documents?
File Tag | Counselor | Learning Specialist | School Administrator | Social Worker |
Counseling document | Yes | No | Yes | No |
Consent for Counseling | Yes | No | No | Yes |
Safety Plan | Yes | No | Yes | Yes |
Re-entry Plan | Yes | No | Yes | Yes |
Academic Accommodation | Yes | Yes | Yes | Yes |
Academic accommodation (physical) | Yes | Yes | Yes | Yes |
Learning document | Yes | Yes | No | Yes |
School administrator document | No | No | Yes | No |
Student support document | Yes | No | Yes | Yes |
Neuropsychological Assessment | No | Yes | No | No |
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].