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Add a policy book

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  • Admin
  • Needs: Add School Forms
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A Policy Book is the handbook families read and sign when they enroll. Once it exists, you can send it to any child's family and track the signature.

Before you start​

  • Have the handbook as a single PDF file.

Steps​

  1. Open Account and tap School Forms.
  2. Tap Add form.
  3. Under Family, tap Policy Book.
    The Create New Form sheet with Family and Staff sections
  4. Choose the PDF from your device.
  5. In the Form editor, check the Form name. It starts as the file name; families will see the name you provide.
  6. Add the signature fields. The quickest way is to turn on Simple mode, which adds a ready-made signature page at the end. See Use Simple mode, or place fields yourself.
    The form editor with a policy book loaded
  7. Tap Save.

Tips​

  • You can have more than one policy book (for example, one per program). When you send one to a family and more than one exists, the app asks Which policy book?
  • Tap the eye icon in the editor to preview the form before saving.

Troubleshooting​

  • "No fields" when saving. A form needs at least one fillable field. Turn on Simple mode or drag a field onto the page.
  • "Could not open the PDF." The file may be damaged or password-protected. Export a fresh copy and try again.