/
How to Create Secure Document Template

How to Create Secure Document Template

  • Ready for review

    • These are step-by-step instructions on how to create a Secure Document Template.

     Instructions

    1. From Add-Ons, select Secure Documents in the left sidebar and click New Template.

      secure docs new template 2021-03-04.gif



    2. Enter the Template Title and upload a Sample PDF. The sample PDF should be a full page that clearly identifies where to find the student ID.

      Screen Shot 2019-05-20 at 3.42.53 PM.png



    3. Select Student ID Type: SIS ID or State ID.

      Image 2020-01-03 at 3.40.09 PM.png



    4. 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. 

      Screen Shot 2019-05-20 at 4.55.26 PM.png



    5. Click Save Selection to confirm student ID location on this template.

      Image 2020-01-03 at 4.00.38 PM.png



    If you have any questions, please email itsupport@scasd.org

     Related articles