How to Send Report Cards with ParentSquare

Kim Domerçant Updated by Kim Domerçant

What are the requirements for successful report card delivery with ParentSquare?

To successfully send report cards using ParentSquare, please have the following beforehand: access to ParentSquare, finalized report cards ready in PDF Format, updated student information, the exact total number of student report card records expected for secure delivery.

*If you need additional permissions in Parent Square to be able to create and send report cards, please have your School Leader fill out this request form.*

Without meeting the requirements above, sending documents may be delayed and there’s a higher chance of errors when processing.

How do I Send Report Cards using Secure Documents?

In order to send out a secure document delivery to your families, you first must create a defined template. Then you will use this template to send your report cards. Follow the steps below or watch this video for more information (ParentSquare).

Create the Report Card's Defined Template

  1. Go to Add-Ons select Secure Documents in left side bar and click Send from Template.
  1. Enter Template Title and upload the Report Card PDF. This part will autmatically use only one page of your whole PDF file.
  1. Select Student ID Type: SIS ID.
  1. Preview of the sample report card PDF, "Click and drag" to draw a rectangle around the position where the student ID is located.
  2. Scroll down and select "Add regular expression for Student ID," and enter Student ID Pattern: \b(\d{6})\b
  3. Select Save Selection to successfully create your Report Card Template.

Send the Report Cards from the Defined Template

  1. Upload the report card PDF batch by entering the total number of student report cards.
There is a limit of 9000 pages within a document, so break these into chunks and if the number of documents found does not match what you entered, you will will receive a warning message.
If you get an error when uploading the report cards into the template please double check the rectangle highlighting only the Student ID number, and/or check the code under Student ID Pattern must be exact no spaces or upper case letters: \b(\d{6})\b
  1. After the report card document is processed, you will see the number of report card documents that were created and identify any where student IDs were not found. Click View for students to see report cards that will be sent to them.
  2. After you've sent your secure documents to families, you can view a report with delivery statistics and mail out any documents students' that were marked as undelivered (ParentSquare).

Where can I learn more about Secure Document Delivery?

Visit ParentSquare's support page for Help Articles and self-paced trainings.

Who can I contact if I have additional questions about Secure Document Delivery?

Technical Support: BPSTechnology Service Desk (617-635-9200)

Communications: RJ Agostinelli and Chris McKinnon

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How to Send Progress Reports with ParentSquare

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