Supporting Documents

The Supporting Documents feature allows districts to upload district-created forms or other PDF documents into the SuccessEd application. Supporting documents can be saved individually or included as part of a form set within any SuccessEd program (Special Education, Section 504, EL, or MTSS).

Each supporting document:

• Allows optional signatures
• Includes a customizable form title
• Can be tracked in reporting (such as the “Students by Form” report)

Districts are encouraged to customize supporting document titles using the Shared Lists feature. Customized titles improve reporting accuracy and allow staff to filter reports based on specific document types created for students.

Navigating to Supporting Documents

Supporting documents are available under the “New/Edit Forms” dropdown within each SuccessEd program.

1. Open the appropriate program (SpEd, 504, EL, or MTSS).
2. Select New/Edit Forms.
3. Choose Supporting Documents from the dropdown list.

Customizing Supporting Document Titles (District Admin Only)

District Administrators can customize the available form title options using Shared Lists.

Step 1: Navigate to Shared Lists

1. Go to District Admin.
2. Select Lists.
3. Click Edit Shared Lists.

Step 2: Select the Supporting Documents Plugin

From the “Select Plugin” dropdown, choose Forms.Supporting Documents.

Step 3: Select the Appropriate Program Title List

From the “Select ListKey” dropdown, choose the applicable program:

• 504 Title
• EL Title
• MTSS Title
• SpEd Title

You can now add, edit, or remove supporting document titles available to staff within that program.

Uploading a Supporting Document

Follow these steps to upload a PDF to supporting documents:

1. Select Supporting Documents from “New/Edit Forms.”
2. Click New Draft.

3. Select the appropriate Form Title from the dropdown.
4. Enter the Date.
5. Add up to four signatures, if desired.
6. Click Upload and select a PDF file.

Only one PDF file may be uploaded per supporting document.

Once uploaded successfully, the file name appears above “Select a File.”

If the incorrect file is uploaded, click Remove to delete it.

Click Save.

Completed Supporting Documents

Once a supporting document is locked and printed from History, the final document includes:

• Student header information
• Form Title
• Date
• Notes (if entered)
• Signatures (if added)
• The uploaded PDF document

Supporting documents become part of the student’s record and can be included in reporting and documentation sets.