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Multi-Doc Importing Setup

Dylan B.
  • Updated

SchoolFront users with Administrator and Human Resources Roles have access to the Process Forms menu options.

In order to complete a New Multi-Document Import, a Process Form needs to be created.

  1. Navigate to the Form Category Management under the Process Forms tab

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  1. Select New Form Category

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  1. Select Multi-Doc Importing from the Drop-Down list within the “Form Type” Section

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  1. Name your Form Category Ie: Multi-Doc Importing
  2. Insert a Description for the Form Category Ie: Multi-Doc Importing
  3. Select Insert when finished

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Setup Process Form Multi-Doc Importing

  1. Navigate to the Form Management Page through Process Forms

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  1. Select New Process Form from the top left-hand corner

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  1. The Bottom half of the page will populate with necessary fields in order to create a New Process Form

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  1. Enter a Form Name and Form Description
  2. Select your new Form Category from the drop-down under the Process Category

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  1. For more information on how to create a Process Form please click here
  2. Check box, Enabled.
  3. Select a Category Name and Category Description
  4. Select the Destination within the Personnel Folder from the Drop-Down

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  1. Additional Checkboxes for Display Options- On Employee Tab will show uploaded files on Employee screen regardless if they have access to Personnel Folder
  2. Further down this page is additional fields needed to Multi Doc uploading/ parsing
  3. Enter a Parsing Start String

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  1. Enter Parsing End String (If required, for example if an employee number is between parenthesis)
  2. Select Employee Identifier
    1. Employee Number
    2. Teach ID
    3. Social Security Number
  3. Select Insert
  4. If the Uploaded forms require employee signatures, go to the Approver Tab and add the Employee as first level Approver.

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17. If you have a selection that needs to be made within the document you are uploading:

a. Navigate to Custom Field within the process Form and enter the selections you want to be made

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b. Navigate back to the Template Builder and enter in the information 

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18. If additional approvers are required, add in here as well. Click here for instructions on Approvers

19. Email Notification can also be setup under the Email Rules Tab. Click here for instructions on Process Forms - Email Rules

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