Search Results

Found 14 results for "download"

Funding Submissions

Bulk Download Signed Agreements

Download all signed funding agreements for a funding period as a ZIP file

Getting Started

Complete Funding Process: Start to Finish

A comprehensive walkthrough of the entire funding process from period setup to local authority export

Children Management

Legal ID Documents

Recording and viewing identity documents for funding verification

Children Management

Capturing & Uploading Document Images

How to take quality photos of documents and upload them successfully

Children Management

Bulk Import Children

Import multiple children at once from a CSV or Excel file with parent matching and validation

Children Management

Viewing a Child's Funding Submissions

How to view submission history, signed agreements, and create new submissions from a child's profile

Funding Submissions

Exporting Submissions to Local Authority

How to export approved submissions for your local authority funding claim

Parent Portal

Your Parent Portal Dashboard

Understanding your parent dashboard, pending declarations, and account features

Reports & Exports

Exporting Funding Claims (Excel)

How to export approved claims to Excel for local authority submission

Reports & Exports

Reports Dashboard & Statistics

Understanding the reports dashboard, available statistics, and analytics charts

Reports & Exports

Custom Report Builder

Create, save, and schedule custom tabular reports across all portal data

Administration

Audit Logs

Comprehensive system audit trails, activity tracking, and before/after data changes

Troubleshooting

Browser Requirements & Technical Issues

Supported browsers, technical requirements, and how to resolve display issues

Troubleshooting

Performance & Speed Issues

Resolving slow loading, timeouts, and performance problems