Documents: frequently asked questions

Quick answers about compliance counts, reminders, expiring documents, file types and pausing a document type.

Documents: frequently asked questions

Why does a child's card show 0/4 types compliant when there are 7 document types?

The card on the Records tab counts only the mandatory types. The child's own page shows all their document types, for example 0/7 Compliant.

A family says they can't find the request. What can I do?

Open the document type, filter by Requested and click Send Reminder on their card.

How do I know when a document is about to expire?

Give the type a Validity Period. Documents that run out within 30 days appear under Expiring Soon on the Overview tab.

What file types can I upload?

PDF, Word, Excel, PowerPoint, text, CSV, OpenDocument and common image formats, up to 10 MB each.

Can I stop collecting a document for a while?

Yes. Switch the document type off on the Settings tab. Delete removes the type completely, so use it only when you no longer need it.

Related topics

Empower your center, your team, and your children