Saving Linked Documents from a Pupil Record

To save a copy of a linked document from a pupil record you will need to browse to the Pupil and open their main record.

After selecting the Linked Documents on the Quick Links menu on the right hand side of the screen you will be shown a window with all linked documents available for you to see. (All data shown below is fictitious).

Highlight the document you wish to save, then click the Open button on the right hand side of the window.

On the next screen, click View and it will open the document in the appropriate application.

It will then typically open in Word or a PDF viewer. You will need to click File > Save As and save to your chosen, secure location. If you are a Scomis Hosted platform customer, please see additional guidance at the following link to save away from your hosted F drive. Using the File Manager shortcut on the Hosted Platform – Frequently Asked Questions

 

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