Uploading Files in a Student's Casefile as a Counselor

  • In this article, we will show counselors how to upload files for a student in their casefile.
When a counselor wants to upload files to share with a specific student, they should upload them through that student's casefile.

1. Accessing a Student's Casefile

To access a student's casefile from the counselor dashboard click the Go to Casefile button next to a student's name.

2. Uploading Files

  1. Click the Docs tab in the top bar.
  2. To upload a file, click the blue Upload button.

  1. Then, select a file to upload and click Open.
  2. Type a name for the file you're uploading and click Add Document.

Counselors cannot delete documents once they've uploaded them. However, they can choose to hide a file by clicking the Eye icon.

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