Transcript Winter Release - Pine Tree ISD

The Education Documentation Experts
Training
Enter PNE Name, Paperless Nation Engineer
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1
Table of Contents
Dashboard
Searching for Documents
Viewing documents
Advanced Search
3
5
10
12
Multiple Files from Same Subfolder
19
Multiple Files from Different Subfolders 20
Files from a Name Only Search
23
File Tree
24
Moving Documents
25
Searching Archived Documents 14
Sharing Documents
Choosing Private or Public
Public Single File
15
16
17
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2
Dashboard
Click on the Lock to go
back to Dashboard
from any screen
Bookmarks
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Takes you to screen
with download
information
Takes you to the
downloadable
tools
Recent Downloads
3
Dashboard
Personal
Monthly
Uploads
Information
Required
Verification
Required
In-Processing and
Completed
Saved Searches
Checked Out
Documents
Shared Documents
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4
Searching for Documents
Minimum Requirements to Search Records
– Operating System: Microsoft Windows 7, 8, 10 and Mac OS
– Browser: Chrome (best for YF), Firefox, and Safari
*Please note: Internet Explorer can be used, but HIGHLY NOT
RECOMMENDED.
– Resolution: 1024x768 pixels
– Adobe Reader, Adobe Standard or Adobe Professional (only for download and
view)
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5
Searching for Documents
Click Search Records
To begin searching records, choose the Search Records tab at the top right hand
side of your dashboard.
Keep in mind, YellowFolder goes through a detailed process of checks and balances to test your records to
ensure they are in the appropriate folder and student/staff record, including having staff from your district
review these records for accuracy. However, at this time we are still going through this process, therefore you
may see documents out of place. There is nothing to worry about at this phase, we make it really simple to
take care of these type issues. All you have to do is contact our Support and they will fix it very quickly. I
challenge you during this training if you find a document out of place to contact support and see how
awesome and fast they are at fixing it.
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6
Searching for Documents
You will now see the main search Application Screen for your school system:
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7
Searching for Documents
Search bar = best and quickest method to search and
locate documents… (works like a google search)
Search
button
Advanced
Search
Can click on grey arrows to open up each individual folder until you find the folder/
file for which you are looking. This is the long and NOT recommended method.
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8
Searching for Documents
Same process: Simply type identifiers such as last name, first name and file name or ID#
and file name, then click search button
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9
Searching for Documents
Viewing a Document
Click on “View” to view the document
Click on file name to view document
Can bookmark a document
Click on the download button to begin the download process
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10
Searching for Documents
Viewing a document
Type identifier into search bar to find information within a
pdf document without having to download the document
Click here to download after document is in the pdf viewer
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11
Searching for Documents
Advanced Search
For an advanced search, choose “Advanced Search”
Can save
searches
Choose desired
information from
the criteria tabs
Can complete an advanced search by typing
extra information into contents, properties, or
attributes areas
Enter information in chosen criteria
tabs and click on submit button
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12
Searching for Documents
Advanced Search Results:
File found from using advanced search criteria tabs
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13
Searching for Documents
Archived documents
Click here to download after
document is in the pdf
viewer so that you can use
the Control+F method to
search the box level pdf
Type identifier into search bar to find
information within a box level pdf document
without having to download the document
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14
Sharing Documents
File Selection
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15
Sharing Documents
Choose to share privately or publicly
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16
Sharing Documents
Sharing a Single Document via a Public Link
Expiration Date
Sent
button
Check to allow Downloads
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Next
17
Sharing Documents
Sharing a Single Document via a Public Link
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18
Sharing Multiple Documents
Files from within the same subfolder:
Choose the desired files
Click on “Share Document” button
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19
Sharing Multiple Documents
Files from different subfolders:
1) Bookmark all desired files within
different subfolders for the same person
2) Click the Yellow Lock to return to
Dashboard after bookmarking desired files
to access them faster
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20
Sharing Multiple Documents
Files from different subfolders:
3) Go to Choose “View All” under the Bookmarks section
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21
Sharing Multiple Documents
Files from different subfolders:
4) Select files to be shared
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5) Click “Share Document”
button and follow same process
as sharing a single document
22
Sharing Multiple Documents
Files from a Name only search:
1) Search for a specific name through an
Advanced Search
2) Check the desired files
3) Click on the “Share Document” button
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23
Folders within the file tree
Folders within the file tree
generally work the same
way in both systems
Current system – All
students have all folders
and subfolders within the
file structure, even when
there is no document in a
folder
YF Bright – only shows
folders and subfolders
within the file structure if a
document is in the folder
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24
Moving Documents
Current system: You must
call or email support to have
a document moved
Choose file to be moved
Click on the “Edit Document Metadata” button
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25
Moving Documents
1) Click on the drop down arrow for the Document Type
2) Select the folder to which document needs to be moved
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3) Click on
the
“Update”
button to
complete
the moving
of the
document
to the
desired
location
26