Instructor- Manage Documents
Manage Documents allows you to upload files for your classes. When you link a document to a class, students can view it in the class details under the Documents tab. Any files you add to a class will also appear in the Documents tab when you create events, such as Labs or Opportunities.
Note: Options and displays mentioned in this article will differ for users depending on their profession, class associations, and permissions assigned to their instructor role within Platinum Planner.
To locate this feature, click the Options tab in the red toolbar and select Manage Documents.
Contents:
A. Adding Documents:
1. Begin by clicking the + Add New Document button in the upper right of the page to add a new document to the class.
2. Choose the class, title, give a description, and attach the file.
- Select a class: (Optional) Choose the class with which the document should be associated. This will cause the document to appear in the Documents tab of the student's Class Details.
- Document Title: The name under which the file will appear. This will override the name the file is saved under on your device.
- Document Description: (Optional) A brief summary of what the document is intended for.
- Document File: Click to select the file from your device that you want to upload.
3. Click Save Document once you are finished.
Note: If you want a document to be associated with multiple classes, you must add it to each class for which it will appear individually.
B. Documents Data Table:
On the Manage Documents page, you will see the documents associated with your school.
Document Search: You can search for documents by entering their file name or description and clicking Search.
Configure Grid Options: (Sun-shaped button next to Search) This button allows you to control the columns in the grid below.
- Info: To learn more about how to use this button, click here.
Export: (Rain Cloud button next to Search) Click to select the document type you would like to export the grid below into: PDF, XLS, XLSX, RTF, or CSV.
Actions:
Download: Click this button to download the file.
Delete: Removes the document from the school.
- Note: The delete option will only be available for documents without associated data.