Calculus offers a convenient way to bulk import documents to individual user profiles.
Access Imports
1. Log in to your administrator account.
2. On the left side menu, Click on Imports Section and select New Import.
3. Select Documents.
Upload Documents
4. Document Upload accepts files in PDF, JPG, JPEG and PNG formats.
5. The files for upload need to be named with the email address or student ID of the individual user.
Info: A documents folder can be uploaded at one time. Ensure all the files are named correctly.
6. Once your file or folder is ready, you can either browse for the file using the upload button or simply drag and drop the file into the designated area.
Info: You can click on the Preview button to see the file(s) before uploading it.
7. Click on Upload
8. Screen will display a message when file is uploaded
9. Click on Continue for additional options:
- Overwrite - Replace an existing file with the new file
- Merge - Upload the file that is missing in the Individuals profile. If the file exists in the profile, the file will not be added.
10. Once selected click Continue.
11. Select the document type you are uploading and Click Continue.
12. A preview will display showing the profile and record of where the document(s) will be uploaded to.
13. Click on Upload the Data. The page will redirect to the Imports History page to view upload results.
14. Click on View Result for a summary
Files can be viewed on under Individual's Document Exchange.