Why Add Files to Parent Profiles?

Adding files to parent profiles in Enrollio allows you to store important documents directly within each family's profile — enrollment forms, immunization records, contracts, and emergency contact information. This keeps everything organized and accessible right where you need it.

Enrollio provides two ways to upload files to a parent profile:

  • Directly through the parent profile
  • Using a custom field for file uploads (recommended for better organization)

Key Settings for Custom File Upload Fields

When you create a custom file upload field, you'll configure several important options that determine how the field works:

Setting What It Does Details
File Type Specifies which file types can be uploaded Supported formats: PDF, DOC/DOCX, JPG/JPEG, PNG, GIF, XLS/CSV
File Size Limit Sets the maximum file size allowed Maximum: 250MB per file
Allow Multiple Files Controls whether one or multiple files can be uploaded Choose single file or set a maximum number (e.g., 3 or 5 files)
Object Type Determines where the field appears Parent/Family: Individual profiles
Enrollment Opportunity: Specific enrollments
Company: Organization profiles
Group Tab Organizes the field within a specific section Examples: Parent Information, Enrollment Documents, Medical Records

How to Add Files Using a Custom Field

Step 1: Create a File Upload Custom Field

Before you can upload files, you need to create a custom field. This field isn't available by default.

  1. Click Settings from the left menu and select Custom Fields
  2. Click the Add Custom Field button
  3. Choose File Upload as the field type
  4. Give your field a clear, descriptive name like "Immunization Records" or "Enrollment Contract"
  5. Configure your file settings (type, size limit, multiple files)
  6. Save the custom field

[SCREENSHOT: Settings menu > Custom Fields screen showing the Add Custom Field button and File Upload option selected]

Pro Tip: Create separate custom fields for different document types (e.g., "Medical Forms", "Emergency Contacts", "Enrollment Agreements"). This keeps files organized and easy to find.

Step 2: Navigate to a Parent Profile

Once your custom field is created, it will appear in parent profiles where you can upload files.

  1. Go to Contacts from the left menu
  2. Select the parent or family you want to update
  3. Scroll to the Custom Fields section of their profile
  4. Locate the file upload field you created

[SCREENSHOT: Parent profile showing Custom Fields section with file upload field visible]

Step 3: Upload Your File

Now you can upload documents directly into the parent's profile.

  1. In the Custom Fields section, find your file upload field
  2. Click Upload File
  3. Select a file from your device
  4. Confirm the upload

The file is now stored in the parent's profile and accessible anytime you need it.

[SCREENSHOT: File upload interface showing the upload button and file selection dialog]

Managing Uploaded Files

After uploading a file, you have several options to manage it:

  • View: Click the file link in the custom field to open and review it
  • Replace: Upload a new file to automatically replace the old one
  • Delete: Remove the file from the field entirely
  • Undo: If you accidentally delete a file, an undo option appears immediately so you can restore it

[SCREENSHOT: Uploaded file in parent profile showing view, delete, and manage options]

Frequently Asked Questions

What file types can I upload?

You can upload PDF, DOCX, PNG, JPG, CSV, PPTX, and XLSX files. Video files are not supported.

What is the maximum file size?

Each file can be up to 250MB.

Can I delete or replace a file after uploading?

Yes. You can delete any file or replace it by uploading a new one. The new file will automatically overwrite the previous version.

Can I upload multiple files at once?

For direct uploads, files must be uploaded one at a time. For custom fields, you can configure the field to allow multiple files, or create multiple custom fields for different document types.

What should I do if a file fails to upload?

If a file won't upload:

  • Verify the file meets the type and size requirements
  • Check your internet connection
  • Refresh the page and try again
  • Try a different browser if the issue persists