Managing Documents for Families

Keep all your enrollment paperwork, permission forms, and family documents organized in one place. Enrollio's document management makes it easy to store, access, and share files with families.

Document Categories

Documents in Enrollio are organized into three main categories:

  • Internal Documents — Files you store privately within your platform
  • Sent to Family Documents — Files you've shared with parents (coming soon)
  • Received from Family Documents — Files parents have submitted to you (coming soon)

Internal Documents

Store documents for families directly on their contact page. Only staff members with access to view that family can see these files.

Custom Field Documents: When you upload documents through custom fields, Enrollio automatically creates a "Custom Fields" folder in the Internal section. These documents cannot be deleted to maintain your enrollment records.

[SCREENSHOT: Family contact page showing the Documents tab with Internal Documents section and Custom Fields folder]

Adding Documents to Families

To upload a new document:

  1. Open the family's contact page
  2. Click the Documents tab
  3. Click + Add → New File
  4. Select your file and upload
[SCREENSHOT: Add document button and file upload dialog]

File requirements:

  • Maximum file size: 250MB per document
  • Supported formats: PDF, Word documents, PowerPoint, CSV, Excel, and image files (JPG, PNG, etc.)
Pro Tip: Use clear file names like "2024-Enrollment-Form-Smith-Family.pdf" so you can quickly find documents later.

Searching for Documents

Use the search bar on the family's contact page to find documents by name. This helps you quickly locate enrollment forms, medical records, or permission slips.

[SCREENSHOT: Document search field on family contact page with example search]

What's Next

Soon you'll be able to send documents directly to families and receive signed forms back through the platform — making enrollment paperwork completely digital.