Splitting collated PDFs can be a tedious task, but August Schools offers a document importer that splits PDFs for you! This article includes step-by-step directions on how to use this feature.
Importing Student Documents
Click on the Students >> Roster page.
Click "Import student documents"
When you open this importing page, you will see a box checked for "Split imported files automatically." This checkbox should be used when you have a single document with multiple file types or students in one.
If you have a single document for a student, we recommend uploading to their student card directly.
Click and drag the file you would like to import.
Click "Import files."
The importer will begin to run; depending on the file size, the import may take several minutes to load.
You do not need to stay on the importer page for the import to process!Once the import has run, the status will be "Needs inspection" with a progress percentage of 95% (the last 5% being your verification).
You now have the following steps to complete:
Link the student to the document(s)
In the "Student" column, the system will display the student assigned for each page of the document.
If the system didn't find the student, it will display as "Unknown."
To assign the student to the document:
Click into the row of the page
Click on the "Someone" box to type-to-search for the student's name
After verifying by DOB, ID, etc. select the appropriate student to assign to the document
Tag the document(s)
The visibility of the document relies on the file tag(s) assigned. You can either assign tags in bulk or individually.
Tagging in bulk
From the Review page, check the box to select all
Click the "Tag" button
Choose the file tag(s) to add to all checked documents
Confirm
Tagging individually
Click anywhere in the row to open the separated page of the document
Click into the Tag box at the top of the document
Select the file tag(s) to add
Approve the documents
Once all properties are set (student, tag, date), you will Approve the document
Approving in bulk
From the Review page, check the box to select all
Select the "Approve" button
Approving individually
Click into the row of the page
Select the "Approve" button
Once the document(s) have been approved, they will be accessible in the student card's Documents tab by those with the appropriate visibility permissions (for the assigned file tags).
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].