Overview

SchoolFunds Online (SFO) allows users to attach supporting documentation to a check on the Checks > Review Checks screen.


Documents to be attached must be scanned and saved, and the document name must be less than 40 characters.


Before you begin


  • The check must be printed and posted before a document can be attached.
  • The document must already be scanned and saved.
  • The document name must be less than 40 characters.


Attach a document to a check

  1. Go to Checks > Review Checks.
  2. Select the check that requires the attachment.
  3. Select Select and browse to the saved document.
  4. After the document is selected, select Upload.
    • A paperclip is displayed with the check to indicate that an attachment has been added.

Download an attached document

  1. Go to Checks > Review Checks.
  2. Locate the check with the paperclip.
  3. Select the paperclip to download the document.

Delete an attached document

  1. Go to Checks > Review Checks.
  2. Select the posted check.
  3. Select Delete Document.
  4. Confirm the deletion.

Outcome

You can attach supporting documentation to a posted check, identify the attachment by the paperclip on the check, download the attached document when needed, and delete the document if required.


Troubleshooting

  • You cannot attach a document to the check - Make sure the check has already been printed and posted.
  • The document cannot be selected for upload - Make sure the document has already been scanned and saved.
  • The file name is too long - Rename the document so the name is less than 40 characters.
  • You are not sure whether the document was attached - Look for the paperclip displayed with the check.
  • You need to remove an attached document - Select the posted check, select Delete Document, and confirm.