How to Create Secure Document Template

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.

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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.

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

   
   
   

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. 

   
   
   

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

   
   
   

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