Updating Bio Banners via File Upload; Academic Transcript, Meeting Transcript, Outcomes and more.
Counselors can update Bio Banner sections by simply uploading a file or pasting in new information. We'll extract and map it into the correct fields—no manual entry required.
Watch Video
Step 1: Open a Student Profile
Step 2: Expand a Bio Banner Section
- Locate the section you want to update (e.g., Student Information)
- Click to expand the section
Step 3: Click “AI Assist”
- Click the “AI Assist” button within the section
Step 4: Upload a file, Type or Speak Updates
1. Click the '+' button and select a file (a list of outcomes, academic transcript, meeting transcript, just about anything)
OR
2. Choose Text to paste or type updates
- Example: “Ira is a senior at Lincoln High with 3.8 GPA...”
Step 5: Click “Parse & Preview”
- Click “Parse & Preview”
- Once the file is parsed you'll see "Data Extracted" at the top of a new window
- Scroll through the data to confirm the values are as you expect. If anything needs correcting, correct it here.
Step 6: Apply to Bio Banner
- Click “Apply Selected to Bio Banners”
Result: Bio Banner Updated
After applying, the Bio Banner section will be populated with the new information, neatly organized and ready for further edits if needed.