The "Supporting Documents" feature allows users to upload district-created forms or other documents for inclusion as a form set or saved individually within the SuccessEd application.

Signatures can be added to the "Supporting Document," if desired.

Titles for each "Supporting Document" can be customized by the district using the "Shared List" feature.

We recommend districts take the time to customize the titles available to their staff in "Supporting Documents," as this will allow staff to run a "Students by Form" report and get more detailed information regarding the specific types of supporting documents that have been created for their students.

Navigating to Supporting Documents

"Supporting Documents" are on the drop-down list under the New/Edit Forms tabs within each SuccessEd program.

Customizing the Form Title for Supporting Documents

1. Navigate to District Admin, then Lists, then Edit Shared Lists.
2. From the "Select Plugin" drop-down, choose Forms.Supporting Documents.
3. From the "Select ListKey" drop-down, choose the appropriate SuccessEd program.
   • 504 Title
   • EL Title
   • MTSS Title
   • SpEd Title
   

Uploading to Supporting Documents

1. Select Supporting Documents from "New/Edit."
2. Click New Draft.
3. Select the appropriate title under Form Title.
4. Add the date.
5. Up to four signatures may added, if desired.
6. Choose a PDF file and upload it using the Upload button. Only one PDF may be uploaded.
   • When the chosen PDF file has been successfully uploaded, it will be noted above “Select a File."
7. (Optional) If the incorrect PDF file is uploaded, remove it by clicking Remove.
8. Click Save.

Completed Supporting Documents

The completed "Supporting Document," when locked and printed from "History," will include a header and footer with student information, title, date, notes, signatures, and the uploaded document itself.