Module guide
Documents
Collect enrollment forms, immunization records, and signed policies in one place. Families upload documents; staff review and approve them.
Setup steps
One-time configuration before your team goes live.
- 01 List the document types your center requires (enrollment packet, immunization, medical, and so on).
- 02 Invite parent accounts so guardians can upload from home.
- 03 Assign staff to review pending uploads regularly.
How to use in Cubaroo
Day-to-day workflow for directors, teachers, and families.
- 01 Parents sign in, open Documents, choose the child if prompted, and upload required files.
- 02 Directors open Documents to see pending, approved, and rejected items.
- 03 Open a file to verify it is complete, then approve or request a new upload.
- 04 Track signature status when a form requires guardian acknowledgment.
- 05 Download approved documents for licensing binders or audits.
Frequently asked questions
Quick answers for common Documents questions.
Why is a parent upload still pending?
New uploads stay pending until a director or authorized staff member approves them.
Can parents see center-only documents?
Parents see documents linked to their children and their own uploads. Internal staff documents remain on the administration side.
What file types are supported?
Common PDF and image formats work best. Very large files may take longer to upload on mobile connections.