- onBoard > Settings > Checklist >
- Click Edit for the Checklist Name you are working with
- Click Edit next to the Checklist Step you want the file upload attached to
- Select the Type in the Dropdown
- Scroll to the bottom of the window, and you will see allow upload Yes or No at the bottom, Select Yes
- Click Save
For example the School Type will display the File information on the School Tab.
Note: If there is already a School Entered in the School Tab for the Same Year you are trying to attach the file to, when you Save the Checklist step and File Upload nothing happens. Delete the Sending School and then process the checklist step with the File upload.
The following Types allow a File Upload:
- Educational Testing
- Family Photo