Uploading and Managing Student Documents

This article provides a step-by-step guide for staff and administrators on how to upload and manage student documents within EduCtrl CRM, ensuring that student records are organized, complete, and easily accessible.

Prerequisites

• Staff or admin access with document management permissions
• Student profiles must exist in the system

A. Uploading Student Documents

1. Log in to your EduCtrl CRM account.
2. Navigate to the Students section and select the desired student profile.
3. Go to the Documents tab.
4. Click on Upload Document.
5. Choose a file from your computer. Supported formats: PDF, JPG, PNG.

6. Select the appropriate document type from predefined labels, such as:

   • SSLC
   • PUC Certificate
   • Passport
   • Academic Certificate

   (Additional types may be configured by your admin.)

7. Click Save to upload the document.

   

B. Managing Uploaded Documents

• View: Click any document to preview or download it.
• Delete or Replace: If permitted, delete or upload a new version of the document.
• Download All: Use Download All as ZIP to get all documents in one archive.

Additional Document Configuration

Admins can configure custom document rom Settings>Additional Doc ,types with the following settings:

• Mandatory/Optional: Define if a document is required.
• File Types Allowed: Restrict uploads to specific formats.

• Destination-Specific: Set document requirements based on target countries.

  

Best Practices

• Use clear and consistent file names.
• Always choose the correct document type.
• Update documents regularly to reflect current student status.
• Encourage students to submit required documents early and verify file quality.