Frequently Asked Question

Parent Square: Send Secure Documents
Last Updated 16 days ago

  1. Log in to Aeries, Select Communications (you will be taken to another page/portal)
  2. Select “Add Ons”
  3. From the left menu, select “Secure Documents”
  4. If it doesn’t already exist, selct “New Template” or “Add Template” (Instructions for creating a template can be found "here"
  5. After your template has been defined, from Add-Ons select Secure Documents in left sidebar and click Send from Template for the desired template.
  6. If needed, use the following expression: \b(\d{6})\b
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Upload a multiple page PDF file and enter the Total Number of Documents in the PDF. Our smart technology will split up each document by Student ID, even for documents of varying lengths.

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entered, you will receive a warning message. If you attempt to send it, you'll see a pop-up window, Incorrect Number of Documents. Click Don't Send and fix the documents. Or, if you're certain it is correct, type OK and click Send Anyway.

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  1. After the document is processed, you will see the number of documents that were created and identify any where student IDs were not found. Click View for student to see document that will be sent to them.image

Type the subject and body of the notification to send with documents. 

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Click Send. Or, schedule documents to be sent at a later date and time by clicking Schedule on drop-down next to Send.
View Delivery Report in Secure Docs, select Jobs tab, then click View Report to the right of a sent job.

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The Delivery Report shows delivery statistics. For those who did not receive the documents electronically, there is an easy option to send hard copies of the documents by mail. For more information about the Delivery Report, click here.

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