TracCloud: Documents - Revision history

Redrock at 22:38, 28 April 2026

2026-04-28T22:38:18Z

← Older revision		Revision as of 22:38, 28 April 2026
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	</div>		</div>
	<hr>		<hr>
	<~~!-------------------------------------------- Report --------------------------------------------~~>		<i>See Also:</i>
	<~~div class='collapsible'~~>Documents ~~Report</div><div class="mw-collapsible mw-collapsed"><br><br>~~
			[[TracCloud_Report:_Documents\|Report: Documents]]

	~~{{:TracCloud_Report:_Documents}}~~

	~~</div>~~
	~~<hr>~~
	[[Category:TracCloud Manual]]		[[Category:TracCloud Manual]]
	</div>		</div>

Redrock at 18:21, 7 April 2026

2026-04-07T18:21:35Z

Redrock at 18:57, 31 March 2026

2026-03-31T18:57:16Z

← Older revision		Revision as of 18:57, 31 March 2026
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	Documents can be used to upload files to student and staff accounts, [[TracCloudGuideListingsAppts\|appointments]], [[TracCloudGuideListingsVisits\|visits]], and even [[TracCloud:_Schedule_Management\|availabilities]]. These documents could be worksheets or assignments that students want to share with their consultants, administrative documents and intake applications stored in their profile, or any other files you may want to store in relation to a record. Each document is assigned a "Type," which allows you to designate who has access to files linked to that type and who can upload them. Access to document types is based on [[TracCloudGuideProfileGroups\|permission groups, detailed here.]]		Documents can be used to upload files to student and staff accounts, [[TracCloudGuideListingsAppts\|appointments]], [[TracCloudGuideListingsVisits\|visits]], and even [[TracCloud:_Schedule_Management\|availabilities]]. These documents could be worksheets or assignments that students want to share with their consultants, administrative documents and intake applications stored in their profile, or any other files you may want to store in relation to a record. Each document is assigned a "Type," which allows you to designate who has access to files linked to that type and who can upload them. Access to document types is based on [[TracCloudGuideProfileGroups\|permission groups, detailed here.]]

	<~~div class="line"></div~~>		<hr>
	<!-------------------------------------------- Doc Types -------------------------------------------->		<!-------------------------------------------- Doc Types -------------------------------------------->
	<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Creating Document Types</b></big></div><div class="mw-collapsible mw-collapsed"><br><br>		<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Creating Document Types</b></big></div><div class="mw-collapsible mw-collapsed"><br><br>
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	</div>		</div>
	<~~br><br><div class="line"></div~~>		<hr>
	<!-------------------------------------------- Access -------------------------------------------->		<!-------------------------------------------- Access -------------------------------------------->
	<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Assigning Document Type Access</b></big></div><div class="mw-collapsible mw-collapsed"><br><br>		<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Assigning Document Type Access</b></big></div><div class="mw-collapsible mw-collapsed"><br><br>
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	</div>		</div>
	<~~br><br><div class="line"></div~~>		<hr>
	<!-------------------------------------------- Uploading Profiles -------------------------------------------->		<!-------------------------------------------- Uploading Profiles -------------------------------------------->
	<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Uploading and Viewing Documents</b> / Student & Staff Profiles</big></div><div class="mw-collapsible mw-collapsed"><br><br>		<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Uploading and Viewing Documents</b> / Student & Staff Profiles</big></div><div class="mw-collapsible mw-collapsed"><br><br>
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	</div>		</div>
	<~~br><br><div class="line"></div~~>		<hr>
	<!-------------------------------------------- Uploading Records -------------------------------------------->		<!-------------------------------------------- Uploading Records -------------------------------------------->
	<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Uploading and Viewing Documents</b> / Visits & Appointments</big></div><div class="mw-collapsible mw-collapsed"><br><br>		<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Uploading and Viewing Documents</b> / Visits & Appointments</big></div><div class="mw-collapsible mw-collapsed"><br><br>
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	[[File:8952167.png\|700px]]		[[File:8952167.png\|700px]]
	</div>		</div>
	<~~br><br><div class="line"></div~~>		<hr>
	<!-------------------------------------------- Emails -------------------------------------------->		<!-------------------------------------------- Emails -------------------------------------------->
	<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Document Upload Emails</b></big></div><div class="mw-collapsible mw-collapsed"><br><br>		<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Document Upload Emails</b></big></div><div class="mw-collapsible mw-collapsed"><br><br>
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	</div>		</div>
	<~~br><br><div class="line"></div~~>		<hr>
	<!-------------------------------------------- Listing -------------------------------------------->		<!-------------------------------------------- Listing -------------------------------------------->
	<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Document Listing</b></big></div><div class="mw-collapsible mw-collapsed"><br><br>		<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Document Listing</b></big></div><div class="mw-collapsible mw-collapsed"><br><br>
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	</div>		</div>
	<~~br><br><div class="line"></div~~>		<hr>
	<!-------------------------------------------- Report -------------------------------------------->		<!-------------------------------------------- Report -------------------------------------------->
	<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Documents Report</b></big></div><div class="mw-collapsible mw-collapsed"><br><br>		<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Documents Report</b></big></div><div class="mw-collapsible mw-collapsed"><br><br>
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	</div>		</div>
	<~~br><br><div class="line"></div~~>		<hr>
	[[Category:TracCloud Manual]]		[[Category:TracCloud Manual]]
	</div>		</div>

Redrock at 23:20, 30 March 2026

2026-03-30T23:20:14Z

← Older revision		Revision as of 23:20, 30 March 2026
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	{{TracCloudGuideTabs}}		{{TracCloudGuideTabs}}
	<div class="tcWidgetPage" style="min-height:55em">		<div class="tcWidgetPage" style="min-height:55em">
	<div class="~~categoryWider~~">		<div class="categoryDynamic">
	{{TracCloudGuideGlobalTOC}}		{{TracCloudGuideGlobalTOC}}
	</div>		</div>

Redrock: Removed protection from "TracCloud: Documents"

2026-03-30T21:59:39Z

Removed protection from "TracCloud: Documents"

← Older revision	Revision as of 21:59, 30 March 2026
(No difference)

Redrock at 16:21, 29 July 2025

2025-07-29T16:21:05Z

← Older revision		Revision as of 16:21, 29 July 2025
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	{{TracCloudGuideGlobalTOC}}		{{TracCloudGuideGlobalTOC}}
	</div>		</div>
	<~~big><b~~>Document Types</~~b></big><br~~>		<div class="pageTitle">Document Types</div>

	Documents can be used to upload files to student and staff accounts, [[TracCloudGuideListingsAppts\|appointments]], [[TracCloudGuideListingsVisits\|visits]], and even [[TracCloud:_Schedule_Management\|availabilities]]. These documents could be worksheets or assignments that students want to share with their consultants, administrative documents and intake applications stored in their profile, or any other files you may want to store in relation to a record. Each document is assigned a "Type," which allows you to designate who has access to files linked to that type and who can upload them. Access to document types is based on [[TracCloudGuideProfileGroups\|permission groups, detailed here.]]		Documents can be used to upload files to student and staff accounts, [[TracCloudGuideListingsAppts\|appointments]], [[TracCloudGuideListingsVisits\|visits]], and even [[TracCloud:_Schedule_Management\|availabilities]]. These documents could be worksheets or assignments that students want to share with their consultants, administrative documents and intake applications stored in their profile, or any other files you may want to store in relation to a record. Each document is assigned a "Type," which allows you to designate who has access to files linked to that type and who can upload them. Access to document types is based on [[TracCloudGuideProfileGroups\|permission groups, detailed here.]]

Redrock at 18:46, 25 November 2024

2024-11-25T18:46:34Z

← Older revision		Revision as of 18:46, 25 November 2024
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	</div>		</div>
	<br><br><div class="line"></div>		<br><br><div class="line"></div>
	[[Category:TracCloud]]		[[Category:TracCloud Manual]]
	</div>		</div>

Redrock at 22:28, 22 November 2024

2024-11-22T22:28:46Z

← Older revision		Revision as of 22:28, 22 November 2024
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	<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Documents Report</b></big></div><div class="mw-collapsible mw-collapsed"><br><br>		<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Documents Report</b></big></div><div class="mw-collapsible mw-collapsed"><br><br>

	{{:~~TracCloudReportsManagement22~~}}		{{:TracCloud_Report:_Documents}}

	</div>		</div>

Redrock at 23:51, 18 November 2024

2024-11-18T23:51:41Z

← Older revision		Revision as of 23:51, 18 November 2024
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	<big><b>Document Types</b></big><br>		<big><b>Document Types</b></big><br>

	Documents can be used to upload files to student and staff accounts, [[TracCloudGuideListingsAppts\|appointments]], [[TracCloudGuideListingsVisits\|visits]], and even [[~~TracCloudGuideBasicsSchedule~~\|availabilities]]. These documents could be worksheets or assignments that students want to share with their consultants, administrative documents and intake applications stored in their profile, or any other files you may want to store in relation to a record. Each document is assigned a "Type," which allows you to designate who has access to files linked to that type and who can upload them. Access to document types is based on [[TracCloudGuideProfileGroups\|permission groups, detailed here.]]		Documents can be used to upload files to student and staff accounts, [[TracCloudGuideListingsAppts\|appointments]], [[TracCloudGuideListingsVisits\|visits]], and even [[TracCloud:_Schedule_Management\|availabilities]]. These documents could be worksheets or assignments that students want to share with their consultants, administrative documents and intake applications stored in their profile, or any other files you may want to store in relation to a record. Each document is assigned a "Type," which allows you to designate who has access to files linked to that type and who can upload them. Access to document types is based on [[TracCloudGuideProfileGroups\|permission groups, detailed here.]]

	<div class="line"></div>		<div class="line"></div>
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	<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Uploading and Viewing Documents</b> / Visits & Appointments</big></div><div class="mw-collapsible mw-collapsed"><br><br>		<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Uploading and Viewing Documents</b> / Visits & Appointments</big></div><div class="mw-collapsible mw-collapsed"><br><br>

	Documents can also be uploaded directly to [[TracCloudGuideListingsVisits\|visits]], [[TracCloudGuideListingsAppts\|appointments]], or [[~~TracCloudGuideBasicsSchedule~~\|availabilities]]. With this ability, a student could upload an essay or worksheet that they need assistance with during the booking process, and their consultant could easily download it during the appointment. Alternatively, a document could be uploaded to the availability, allowing students to view it after booking the time slot. Visit documents can only be uploaded and accessed by staff. Within any of these record types, you will find a document upload option that looks similar to the screenshot below (which shows an appointment).<br>		Documents can also be uploaded directly to [[TracCloudGuideListingsVisits\|visits]], [[TracCloudGuideListingsAppts\|appointments]], or [[TracCloud:_Schedule_Management\|availabilities]]. With this ability, a student could upload an essay or worksheet that they need assistance with during the booking process, and their consultant could easily download it during the appointment. Alternatively, a document could be uploaded to the availability, allowing students to view it after booking the time slot. Visit documents can only be uploaded and accessed by staff. Within any of these record types, you will find a document upload option that looks similar to the screenshot below (which shows an appointment).<br>

	[[File:6102150.png\|800px]]<br><br>		[[File:6102150.png\|800px]]<br><br>

	After the document has been uploaded, it will appear with the Document tab of the appointment. Multiple documents can be uploaded if needed. Appointment documents specifically are also frequently used for asynchronous appointments. [[~~TracCloudGuideBasicsSchedule~~\|For more information on that, click here.]]<br>		After the document has been uploaded, it will appear with the Document tab of the appointment. Multiple documents can be uploaded if needed. Appointment documents specifically are also frequently used for asynchronous appointments. [[TracCloud:_Schedule_Management\|For more information on that, click here.]]<br>

	[[File:8952167.png\|700px]]		[[File:8952167.png\|700px]]

Redrock: Redrock moved page TracCloudGuideGlobalDocs to TracCloud: Documents

2024-11-15T23:48:44Z

Redrock moved page TracCloud: Documents to TracCloud: Documents

← Older revision	Revision as of 23:48, 15 November 2024
(No difference)

← Older revision		Revision as of 18:21, 7 April 2026
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	<hr>		<hr>
	<!-------------------------------------------- Doc Types -------------------------------------------->		<!-------------------------------------------- Doc Types -------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Creating Document Types~~</b></big>~~</div><div class="mw-collapsible mw-collapsed"><br><br>		<div class='collapsible'>Creating Document Types</div><div class="mw-collapsible mw-collapsed"><br><br>

	To create a new type, click the <b>+</b> icon and click on the name of the document type to rename it.<br>		To create a new type, click the <b>+</b> icon and click on the name of the document type to rename it.<br>
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	<hr>		<hr>
	<!-------------------------------------------- Access -------------------------------------------->		<!-------------------------------------------- Access -------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Assigning Document Type Access~~</b></big>~~</div><div class="mw-collapsible mw-collapsed"><br><br>		<div class='collapsible'>Assigning Document Type Access</div><div class="mw-collapsible mw-collapsed"><br><br>

	Certain document types may need to be hidden or restricted for certain groups. Maybe they contain sensitive information, or the information simply isn’t relevant to all staff members (or students). To edit this access, you’ll need to go to the [[TracCloudGuideProfileGroups\|permission group]] that you want to edit, and define which Document types they can access in the “Document Types” section.<br>		Certain document types may need to be hidden or restricted for certain groups. Maybe they contain sensitive information, or the information simply isn’t relevant to all staff members (or students). To edit this access, you’ll need to go to the [[TracCloudGuideProfileGroups\|permission group]] that you want to edit, and define which Document types they can access in the “Document Types” section.<br>
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	<hr>		<hr>
	<!-------------------------------------------- Uploading Profiles -------------------------------------------->		<!-------------------------------------------- Uploading Profiles -------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Uploading and Viewing Documents~~</b> /~~ Student & Staff Profiles~~</big>~~</div><div class="mw-collapsible mw-collapsed"><br><br>		<div class='collapsible'>Uploading and Viewing Documents: Student & Staff Profiles</div><div class="mw-collapsible mw-collapsed"><br><br>

	Uploading a document to a student or staff profile follows the same process and can be accomplished by clicking Actions, then selecting the document type you'd like to upload.<br>		Uploading a document to a student or staff profile follows the same process and can be accomplished by clicking Actions, then selecting the document type you'd like to upload.<br>
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	<hr>		<hr>
	<!-------------------------------------------- Uploading Records -------------------------------------------->		<!-------------------------------------------- Uploading Records -------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Uploading and Viewing Documents~~</b> /~~ Visits & Appointments~~</big>~~</div><div class="mw-collapsible mw-collapsed"><br><br>		<div class='collapsible'>Uploading and Viewing Documents: Visits & Appointments</div><div class="mw-collapsible mw-collapsed"><br><br>

	Documents can also be uploaded directly to [[TracCloudGuideListingsVisits\|visits]], [[TracCloudGuideListingsAppts\|appointments]], or [[TracCloud:_Schedule_Management\|availabilities]]. With this ability, a student could upload an essay or worksheet that they need assistance with during the booking process, and their consultant could easily download it during the appointment. Alternatively, a document could be uploaded to the availability, allowing students to view it after booking the time slot. Visit documents can only be uploaded and accessed by staff. Within any of these record types, you will find a document upload option that looks similar to the screenshot below (which shows an appointment).<br>		Documents can also be uploaded directly to [[TracCloudGuideListingsVisits\|visits]], [[TracCloudGuideListingsAppts\|appointments]], or [[TracCloud:_Schedule_Management\|availabilities]]. With this ability, a student could upload an essay or worksheet that they need assistance with during the booking process, and their consultant could easily download it during the appointment. Alternatively, a document could be uploaded to the availability, allowing students to view it after booking the time slot. Visit documents can only be uploaded and accessed by staff. Within any of these record types, you will find a document upload option that looks similar to the screenshot below (which shows an appointment).<br>
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	<hr>		<hr>
	<!-------------------------------------------- Emails -------------------------------------------->		<!-------------------------------------------- Emails -------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Document Upload Emails~~</b></big>~~</div><div class="mw-collapsible mw-collapsed"><br><br>		<div class='collapsible'>Document Upload Emails</div><div class="mw-collapsible mw-collapsed"><br><br>

	When a document is uploaded to an appointment, an email can be automatically sent to the student, consultant, and/or center notifying them of this action. These emails support Twig and HTML, more information on utilizing Twig tags can be found in our dedicated [[TracCloudGuideProfilePrefsTwig\|Twig article]].<br>		When a document is uploaded to an appointment, an email can be automatically sent to the student, consultant, and/or center notifying them of this action. These emails support Twig and HTML, more information on utilizing Twig tags can be found in our dedicated [[TracCloudGuideProfilePrefsTwig\|Twig article]].<br>
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	<hr>		<hr>
	<!-------------------------------------------- Listing -------------------------------------------->		<!-------------------------------------------- Listing -------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Document Listing~~</b></big>~~</div><div class="mw-collapsible mw-collapsed"><br><br>		<div class='collapsible'>Document Listing</div><div class="mw-collapsible mw-collapsed"><br><br>

	In addition to accessing documents from appointments, visits, or user timelines, there's also a dedicated listing page for them. This can be accessed by going to <i>Other > Listings > Documents</i>. Documents can be uploaded here and manually linked to staff members as needed.<br><br>		In addition to accessing documents from appointments, visits, or user timelines, there's also a dedicated listing page for them. This can be accessed by going to <i>Other > Listings > Documents</i>. Documents can be uploaded here and manually linked to staff members as needed.<br><br>
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	<hr>		<hr>
	<!-------------------------------------------- Report -------------------------------------------->		<!-------------------------------------------- Report -------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Documents Report~~</b></big>~~</div><div class="mw-collapsible mw-collapsed"><br><br>		<div class='collapsible'>Documents Report</div><div class="mw-collapsible mw-collapsed"><br><br>

	{{:TracCloud_Report:_Documents}}		{{:TracCloud_Report:_Documents}}