How to manage document templates

Overview

Branding, tokens, and version control.

This guide walks through the recommended workflow inside the Administration area of PSA 360.

Before you start

• Confirm you have the right role and school scope to manage document templates.
• Open the relevant student profile or case so context auto-populates.
• If the action affects parents, verify the preferred contact language is set.

Step-by-step

1. From the left navigation, open the page for Administration.
2. Locate the action manage document templates in the toolbar or row menu.
3. Fill in the required fields. PSA 360 highlights anything missing in red.
4. Review the summary card before confirming — once submitted it is added to the audit log.
5. Confirm. A toast shows success and any auto-created follow-up tasks.

Tips

• Use keyboard shortcut ⌘K (Ctrl+K on Windows) to jump straight to a student or case.
• Most actions create a timestamped entry on the case timeline — no separate note needed.
• If something looks wrong after saving, use the audit log to see who changed what.

What to do next

Check your Tasks page — most actions in this area auto-create a follow-up. If a parent or student needs to be informed, draft the message from the case timeline so it is logged automatically.