What is covered in this article?
Editing Documents Stepper
A document box can be edited with a different label and description. Each document can also be made required (mandatory) or not required (optional) by the School. Where a document is marked required a family will not be able to submit an application until a document has been uploaded into the relevant section. This is useful in ensuring schools are able to collect the information which is most important to them whilst ensuring consistency across a large volume of incoming forms/applications.
Setting Document as Required or Optional
- Go to Admin > Forms and locate the form that you wish to modify.
- Click the Pencil/Edit icon to enter the form editor.
- Select Documents Stepper.
- Select Document box that requires editing.
- Update the number of documents required if you require more than one individual file be uploaded.
- Once you have completed your preferences, click the Update button.
- Once you have completed all your changes, click the Save button, followed by the Publish button at the bottom of the form editor.
| Note: Any updates made will only be valid for new applications and will not modify applications that have already been submitted or are currently in progress |