Frequently Asked Question

In order to send out a secure document delivery to your families, you first must create a template by uploading a sample PDF document and defining where to find the student ID. You can use a single student's document to create your template. Watch a video or follow the steps below.

1. From Add-Ons, select Secure Documents in left sidebar and click New Template.
   
   
2. Enter Template Title and upload a Sample PDF.
   The sample PDF should be a full page that clearly identifies where to find the student ID.

Select Student ID Type: SIS ID or State ID.

1. A preview of the sample PDF will be displayed. "Click and drag" to draw a rectangle around the position where the student ID is located. This includes any invisible Student ID.
   
   Note: Make sure that the box is large enough to pick up the Student ID on any page in case the positioning varies from page to page.
2. Click Save Selection to confirm student ID location on this template.