Adding Files to Records

Overview

Schools are able to upload files to various records using the Veracross File Uploader. The File Uploader is best accessed directly by clicking on the Attach Files link on the Files tab of the record the file is being attached to.

Step-by-Step Process

  1. From the “Files” tab on a record, click on the Attach Files link. This will launch the file uploader in a web browser.
  2. Select the green “Select Files” button and find the desired file on your computer.
    Please note: The recommended file size is under 10 MB. Larger files can be uploaded, but will take longer. The maximum file size that can be uploaded using the VC File Uploader is 100 MB.
  3. From the dropdown, select the appropriate File Classification that applies to this file. This dropdown is the list of all File Classifications that have been added in Axiom. Choose the file classification that pertains to the group of users that should have view access to this file. If restricted access is not necessary, select the “Uncategorized” option (please note, schools will likely change the name of their ‘Uncategorized’ option, so select the appropriate non-user specific classification from the list to keep the file freely accessible to everyone).
  4. Add any necessary notes or comments.
  5. Upload & Save.

This file will only be accessible from the “Files” tab of a record for those with the security roles assigned to this File Classification. Those without access are able to view that there is an attached file on the record, but are unable to download or view it.

Please note that once a file has been uploaded and assigned a classification, it is not possible to change the file classification.

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