How to Add Documents to Your Student Portal

The Key Steps

How to Create Categories

  1. Click on the Student Portal icon
  2. Click on Categories under the Documents section
  3. Click on the Add New Category button
  4. Give the category a Name
  5. Select a Parent Category, if applicable
  6. Click on the Add New Category button at the bottom of the page.

How to Add a Document

  1. Click on the Student Portal icon
  2. Click on Items under the Documents section
  3. Click on the yellow Add New button 
  4. Give your post a Title
  5. In the Content field, add a description for your document
  6. Click on the Add File button to upload your document
  7. In the Categories box, check the category for this document
  8. Click on the yellow Publish button

Here is a Video Walking Through These Steps:

👇 For more detailed steps, refer to the article below:

How to Create Categories

In the Documents section of your student portal, you can add files that your students are able to download. To start adding documents to your student portal, you will first want to create Categories to sort your content. Documents that are not labeled with a category will not appear on your student portal. Click on the Active Vault icon and then select Categories under the Documents section to get started.

On this page, you will be able to see all of your current categories. To create a new category, click on the Add New Category button.

When building out your category, the Name is what will appear on the documents page of your student portal. Your Slug will be automatically generated based on the name you come up with. If you want to build a hierarchy of your categories, you can select a Parent Category from your existing categories. This means the new category you are building will be nested inside of the parent category. You also have the option to provide a brief Description of the category.

Once your category is finished, click on the Add New Category button.

How to Add New Documents

Once you have built out categories for your documents, you can start adding documents to your student portal. To start adding documents, click on the Active Vault icon and then select Items under the Documents section.

On the Items page, you can see all of your current documents. To create a new document, click on the Add New button.

The first step in adding a new document is giving it a Title. The title is what will appear on your student portal and it will also be used to generate your permalink. You can send this permalink to students so they can directly access the page for this document. 

In the Content field, you can provide a brief description of your document. The File section is where you will upload the document you want to use, by clicking on the Add File button. The recommended document types to use here are PDF, DOC, and DOCX.


When you are done making changes, click on the yellow Publish button to push the document live to your ActiveVault portal.