About Documents

The Documents screen enables you to enter search criteria to filter all of the documents which your school has uploaded for you relating to the displayed pupil. The number of unread documents for the displayed pupil is shown in brackets next to the Documents menu item. This number is updated as soon as your school sends you documents via your WCBS schoolPORTAL account and once you have viewed a document. Your school can also choose to pin important documents to the top of the list so that you see them first. A pinned document has a tick in the Pinned column.

Note: You can also view a list of the five most recent documents, and access them, via the Latest Documents section on your Home Page.

ClosedHOW TO VIEW YOUR DOCUMENTS

  1. Go to Documents.
    The Documents screen appears.

    Example Documents page

    Note: The documents are displayed in descending, date order.

  2. (Optional) Search for the required records:

    1. Enter search criteria, such as a date range, all or part of the document title, category and whether the document is marked as unread.

      Document screen search options

    2. Click Search.

      The grid is refreshed to display the relevant documents for the displayed pupil. (The total number of documents your search returns is also displayed.)

      Example Document search results

    3. (Optional) Use the Page icons beneath the grid to navigate between pages of results.

      • Click White arrow pointing left in a grey square or White arrow pointing right in a grey square or on the numbers underneath the grid on the left-hand side to move between pages.
      • Click Two white arrows pointing left in a grey box to go to the first page or Two white arrows pointing right in a grey box to go to the last page.

      • Use the Page Size options to alter the number of retrieved records shown on each page. Five grey boxes with white numbers in

    4. (Optional) If you wish to clear your search, click Reset button.

  3. In the Actions column, click View icon next to the relevant document title.

    The appropriate Document Details screen appears.

    A Document Details screen

  4. To open or download the document:

    1. Click on the document link.

      Document Details screen with document link highlighted

      A popup appears asking what you would like to do with the file.

    2. Choose to open or save the file, as required.
  5. To close the Document Details screen, click Cancel.