Upload, Clear, or Display Attachments for Documents

You can upload or clear the attachments associated with student documents. You can also upload and display documents in Hyland's Perceptive Content, Hyland's OnBase.

Anthology Student can display: 

• Text files
• Image files (.jpg, .jpeg, .png, .gif)
• PDF files

Anthology Student will download the document formats it cannot display (such as .doc, . ppt, .rtf, .exe, .html, .js, .vbs, .ts, .dll, and.zip).

Prerequisites

You must have:

• Common - Student - View authorization

• Contact Manager - Student Document - Edit and View authorization

• Permission to attach the type of document in the policy (if any) 

If you are uploading documents using Anthology Student, the document must: 

• Be 15 MB or less
• Not be a zip file, exe file, html file, js file, vbs file, ts file, dll file.

If your institution has integrated Anthology Student with:

• Hyland®'s Perceptive Content, you should be familiar with Integration with Hyland's Perceptive Content

• Hyland®'s OnBase, you should be familiar with Integration with Hyland's OnBase

Access Method

Select the Students tile > select the name in the Students list > expand Contact Manager > select the Documents tile.

Procedure to Upload Attachments

If you are uploading attachments using: 

• Anthology Student, you can upload a maximum of 1 attachment (If you upload again, the first attachment is removed.) 

• Perceptive Content, you can upload the number of documents allowed by your configuration in Perceptive Content (For example, you can configure to append documents or overwrite them.) 

1. Verify that the program version is correct. If not, select All Program Versions or the specific program version in the Program Version list.

2. Highlight the record for the document.

3. Select the Upload/Clear Attachment button on the toolbar.

4. The result and actions you take next depend on whether or not your institution is using Perceptive Content, OnBase.

   Condition	Action by Anthology Student	Action to Take
   Your institution is using Hyland OnBase	Displays the Upload/Clear Attachment dialog so that you can select the document.	Select the Upload Attachment button. Navigate to the attachment and select Open. Select the Save button. Anthology Student displays the icon to indicate it includes an attachment. If needed, update the Document Status and Date Received.
   Your institution is using Perceptive Content	Displays the Perceptive Content page in a new tab. (In some cases, you might need to specify your user ID and password.)	Complete the page. Anthology Student updates the Document Status column to On File and the Date Received column to the date uploaded. It also displays the icon to indicate it includes an attachment

Procedure to Clear Attachments

The procedure you follow take depends on whether your institution is using Perceptive Content or OnBase.

Condition	Procedure to Follow
Your institution is using OnBase	Highlight the record for the document. Select the Upload/Clear Attachment button on the toolbar. Select the Clear Attachment button. After you confirm, Anthology Student clears the attachment and removes the icon.
Your institution is using Perceptive Content	Select the icon. Anthology Student displays the Perceptive Content page in a new tab. (In some cases, you might need to specify your user ID and password.) Delete the attachment in Perceptive Content. The next time you refresh the page, Anthology Student removes the icon.

Procedures for Displaying Attachments

You can display attachments from the Documents list and when you are editing an existing document.

1. Verify that the program version is correct. If not, select All Program Versions or the specific program version in the Program Version list.

2. Take the appropriate action.

   Display Attachments	Actions to Take	Result
   From the Document list	In the list, select the paper clip () icon.	If you are: Using Anthology Student, it displays each document in a new browser tab if the file is a:  Text file, Image file (.jpg, jpeg., .png, .gif) PDF file It downloads any other format supported by your browser. Using Hyland's Perceptive Content, the attachment is displayed in a new browser tab within the Perceptive Content application (In some cases, you might need to specify your user ID and password.) Using Hyland's OnBase, the attachment is displayed in a new browser tab if the browser supports the file format. If the browser does not support the file format then the attachment is downloaded.
   When you edit an existing document	In the list, select the Document Type link. Anthology Student displays the details for the document below the list. At the bottom of the page, select anywhere in the yellow box with the Attachment icon at the bottom of the page to display the attachment.