Sharing Confidential Files with Users Will Veevers 21 February 2024 09:49 Updated Using confidential files, you can effortlessly upload a file, select the recipient from your school's list, and ensure secure and swift delivery to each designated individual via their confidential files area of Perspective. Sending a Confidential File To a User To send a confidential file to a specific user, they must be set up inside the school's Perspective account. If you attempt to send a file to a user who is not listed, you'll need to contact the school and request that the relevant administrators (usually the headteacher) add them. You can find the contact information for a school via the School tab in Nexus or Admin > Perspective Services. In Broadcast, to send a file to a user, click Confidential Files and then Upload New File. Add the file: Browse for or drag and drop your file into the upload section to attach it. Once attached, you can add a further description to add more context. Add the school: Select the school from the dropdown. If you were already viewing a specific school on the previous page when you clicked Upload New File, this school will be automatically populated. Add the user: Select the user from the target audience dropdown. If you were already viewing a specific user when you clicked Upload New File, this user will be automatically populated. You can select multiple users in that school. Please note users will only appear in Confidential Files if they are set up inside the school's Perspective account with permission to access Documents. Please contact the head teacher if a user is not visible on this list. The head can set up additional users by following the steps in this guide. Notify If you wish to email your target audience immediately, tick Notify via email. Send the File When you are ready, click Upload & Make Visible. The file will then be securely sent to that user and be accessible via their Perspective platform. For more information on how the user at school can access the file, check out our confidential files help guides for Perspective Lite and Perspective Premium. For information on editing and deleting files sent to users, click here. Webinar: Making the Best use of Broadcast 3pm on Thursday, 25th April 2024 We are hosting a "Making the Best use of Broadcast” webinar. Book your place and we’ll help prime your team for success and unlock the full potential of your Broadcast subscription. Spots are limited, save your space now and take the first step towards your most efficient year yet! Sign up for our Webinar Related articles File Requests Confidential Files Overview & Dashboard Uploading Zipped Files into Broadcast Sharing Confidential Files with Roles Roles