Documents File / Forms Manager Help

Choose Where to Store the Document

Upload a Document to the Student Record

1. Open the student record.
2. Go to Student Info > Student Profile > Documents File.
3. Scroll to the bottom of the page and select Upload File.
4. Select the appropriate Category.
5. Enter a clear description of the document.
6. Select Choose and locate the file on your computer.
7. Select Upload.

Upload a Document to a Meeting

1. Open the appropriate meeting in the Forms Manager.
2. Open the Uploaded Documents tab.
3. Select Upload File.
4. Use Append to / Replace Form to choose where the document belongs:
   • N/A: stores the document with the meeting without appending it to any forms type.
   • Pre-Meeting: includes the document with the Pre-Meeting forms.
   • Basic Meeting: includes the document with the Basic Forms.
   • Assessment Report: includes the document with the Assessment Reports.
   • ISP: includes the document with the ISP forms.
5. Select the appropriate Category. The available categories depend on the selected form area and determine whether the upload is attached or replaces an existing form.
6. Enter a clear File Description, such as Psychologist Report.
7. Select Choose, locate the file, and then select Upload.

Attach or Replace a Form

Attach a Document

Choose an option under the Attachments portion of the Category menu when the uploaded document should be added to the meeting without replacing a SIRAS form.

Replace a SIRAS Form

Choose the specific form under the Replacement Forms portion of the Category menu when the uploaded PDF should replace a SIRAS-generated form in the assembled meeting document.

The replacement choices displayed in the menu depend on the selected Forms Manager area. Use the form name shown in the current menu rather than relying on a static list of replaceable forms.

View or Delete Uploaded Files

• To open an uploaded document, select View PDF or Download at the right side of the uploaded-files list.
• To delete an uploaded document, select the red X at the right side of the list.
• If the red X is not visible, reduce the browser zoom level and refresh the page.

File and Storage Guidelines

• Use one of the file types accepted by the current upload dialog.
• Use a short, simple filename without extra periods, slashes, or unusual characters.
• Do not include a student’s full name or date of birth in the filename. Use initials or an appropriate student identifier according to district policy.
• Check the upload dialog for the current maximum file size. Reduce or compress files that exceed the displayed limit.
• SIRAS is not intended for storage of large audio or video files. Use district-approved secure cloud storage when appropriate.
• Do not upload the full IEP PDF document back as an attachment. SIRAS already maintains the finalized electronic IEP record and can reproduce its PDF when needed. See Finalized IEP Records and PDF Archival.

Resolve Upload Problems

If a file will not upload:

1. Rename the file using a short name with no extra periods, spaces, slashes, or special characters.
2. Save the file locally before uploading if it is currently stored on a shared or remote drive.
3. Confirm that the file type is accepted and that the file does not exceed the maximum shown in the upload dialog.
4. For PDF files, try clearing the Compress PDFs checkbox.

For detailed filename examples, privacy guidance, and file-size troubleshooting, see Having Trouble Uploading a File into SIRAS?

Create a Placeholder for a Meeting Completed Outside SIRAS

If meeting forms were produced outside SIRAS, a placeholder meeting can preserve the appearance meeting in the student’s history and provide access to the uploaded forms.

1. Create a meeting with the correct Meeting Purpose and the date on which the meeting occurred.
2. Do not complete forms in the SIRAS Forms Manager.
3. Upload the meeting documents and select the Non-SIRAS Forms category.
4. Select Set Meeting as Uploaded Documents Only.
5. Finalize the meeting.