How to use PDF Uploader

In PowerSchool you can email out single student reports (reports where a single page has only 1 student's information) in batches. As long as certain keywords are present our parser will know how which page goes to which student. We've added buttons where applicable so you can send them with a single click. 

Sometimes you have a report that you'd like to send that isn't an object report, report card report, MBA report, etc and doesn't have an easy email button. In the past we've had you upload to a specific folder using sFTP. Now you can upload using the PDF Uploader built into the interface. Here is how to use it

How to use the PDF Uploader

1. Log into BrightArrow
2. Click the My Lists button
3. Find the Report Emailing list you'd like to send through and click on it's name to open the list details page
   ex: zzAll Parents for Report Emailing
   1. * Note: when you send through one of the built in buttons in the report queue the system automatically knows it needs a report emailing list and presents you with only those lists. Here you will have to know which lists are able to email reports. If you need to set up a report emailing list you can find directions in the article Setting up PowerSchool reports to work with BrightArrow
   2. If you click on a non-report emailing list the PDF Uploader button will not be present. Attaching a file to a message will not separate the report by individual and instead send the entire file to all recipients.
   3. Reminder: Report Emailing lists can ONLY email to contacts that have a linked report. If your list has 1000 records in it but your report file only contains 20 then only those 20 matching contacts can receive an email from that task. You do not need to deactivate the other 980 to accomplish this, it's automatic.
4. Click the PDF Uploader button
5. Follow the steps to upload the PDF
   1. * Note: there is a 50MB size limit when uploading reports
6. Once the file is uploaded, click either Create Message (starting from a blank email) or Edit Message (starting from previously saved email) to start creating the message for this report
7. Create your message
8. Click Next
9. Click Send Message Now
   1. * Note: leaving the Create Message screen will lose the PDF and you will need to re-upload before sending
10. Once the message is sent you can see the results by clicking the Reports button in BrightArrow Home (the dashboard)