Note: As of July 9, 2018, Blackbaud's School Management solutions (which include Core, onBoard, onCampus, onMessage, and onRecord) are utilizing a new top level navigation. This primarily affects users performing administrative tasks-constituent navigation for most parents, students, faculty, and alumni will remain the same. We appreciate your patience as we work to update our documentation. If you are seeing this message, the content of this solution is still being vetted for possible updates. Please refer to this mapping document if you need assistance finding a task in the new navigation.
It is possible to create a checklist item that allows Parents and or Students to ask users for recommendations. Once the Parent and or Student adds in the name and email address for the request. The request is emailed to the user and the user can download a pdf, fill out the pdf and then re-upload the pdf and send to the school.
As an Admissions Manager, navigate to:
onBoard > Settings > Checklists
Edit the Checklist Step that uses the Type: Recommendation
Scroll down to the File section and upload the file
click on Save
Do not use the Link field above the File section as the information in the Link field does not display to the user.