Notes and Attachments
The Notes and Attachments feature in RakefetOnline provides a secure and convenient way to keep important information, documents, and records connected to a Family or Child/Student profile.
Notes and Attachments are password-protected, helping ensure that sensitive information is only accessible to authorized users.
What Can Be Added?
Within a Family Member or Child/Student profile, you can use Notes and Attachments to store:
Notes and comments
Meeting information
Images
Website links
Documents and other file attachments
This is especially helpful for keeping important information related to family or student meetings organized and easily accessible from their profile.
Adding a Note or Attachment
From the Family page, search for the Family Member or Child/Student and click Run Report.
Locate the appropriate Family or Child/Student and click their linked name to open their database profile.
Click the blue Notes and Attachments button.
Enter the Validation Password and click Validate.
The Notes and Attachments Editor will open.
Enter a Topic/Title for your note and add the information you would like to save.
To include a document or other file, click the File Attachment icon and select the file you would like to upload.
When finished, click Save.
Setting Up Your Notes & Attachments Password
Before users can access Notes and Attachments, a validation password must be established.
Go to:
Setup → Database → Memo Password
You can create separate passwords for:
Family Memo Data
Controls access to Notes and Attachments associated with Family profiles.
Children Memo Data
Controls access to Notes and Attachments associated with Child/Student profiles.
Passwords should be 4–6 characters.
Once established, users will be required to enter the appropriate password before accessing the protected Notes and Attachments information.
