--- title: "HDC Overview Page: Import Digitally Signed Forms" description: This guide outlines the process for importing digitally signed HDC forms from the Parent Portal or Reg Online, managing reminders for unsigned forms, viewing historical data, and handling policies related to HDC forms. --- [Skip to content](https://help.schoolpathways.com/knowledge/hdc#main-content) [![School Pathways Horizontal logo DARK](https://help.schoolpathways.com/hs-fs/hubfs/School%20Pathways%20Horizontal%20logo%20DARK.png?width=250&height=117&name=School%20Pathways%20Horizontal%20logo%20DARK.png)](https://help.schoolpathways.com/knowledge?hsLang=en) - [Help Center - Knowledge Base](https://help.schoolpathways.com/knowledge) - [Webinar Registration Link](https://www.gotostage.com/channel/6ad5fe45cab0462a930c0420a4bb82e9) Open main navigation Close main navigation - [Help Center - Knowledge Base](https://help.schoolpathways.com/knowledge) - [Webinar Registration Link](https://www.gotostage.com/channel/6ad5fe45cab0462a930c0420a4bb82e9) - [Contact us](https://help.schoolpathways.com/knowledge/contact-us-form-) [Contact us](https://help.schoolpathways.com/knowledge/contact-us-form-?hsLang=en) How can we help? - There are no suggestions because the search field is empty. 1. 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[REG - Online Admin](https://help.schoolpathways.com/knowledge/reg-online?hsLang=en#reg-online-admin) October 6, 2026 # HDC Overview Page: Import Digitally Signed Forms ## This guide outlines the process for importing digitally signed HDC forms from the Parent Portal or Reg Online, managing reminders for unsigned forms, viewing historical data, and handling policies related to HDC forms. ##### Table of Contents - ##### [Navigation](https://help.schoolpathways.com/knowledge/hdc#One) - ##### [Importing](https://help.schoolpathways.com/knowledge/hdc#Two) - ##### [Sending Reminders for Unsigned Forms](https://help.schoolpathways.com/knowledge/hdc#Three) - ##### [Viewing Historical Data](https://help.schoolpathways.com/knowledge/hdc#Four) - ##### [Policies](https://help.schoolpathways.com/knowledge/hdc#Five) - ##### [Invalidating a Signed HDC Form](https://help.schoolpathways.com/knowledge/hdc#Six) - ##### [Regenerating Signatures](https://help.schoolpathways.com/knowledge/hdc#Seven) --- ##### Navigation - ##### Access the HDC Overview: - **Admin \> Portal Management \> HDC Overview** ##### ![Screenshot](https://images.tango.us/public/screenshot_960cefb9-ae0c-4a39-a12a-03176ef9e521.png) --- ##### Importing - Configure filters to refine the report: - **Site/Learning Center**: Filter by specific Learning Center. - **Teacher of Record**: Filter by specific teacher. - **Supervised By Section**: Filter by supervising staff. ![Screenshot](https://images.tango.us/public/screenshot_5ecabe31-97da-4106-a0ae-ddb65bc40497.png) - Use the **Filter By** dropdown for targeted data: - **All Students**: View all students, with or without completed documents. - **HDC Signed**: View students with signed documents. - **HDC Signed and SIS Value Differs**: Identify students whose signed HDC form status differs from their SIS record. - **HDC Not Signed or Needs Re-Signed**: Identify students needing reminders. - **Opted Out**: View students with a signed Opt-Out form. - **Signed Date Errors**: Identify forms with signing date issues. - To import: - Select **HDC Signed and SIS Value Differs**. - ##### Check the box to include documents signed outside the HDC window. ##### ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Aug-27-2024-11-44-57-4823-PM.png?width=670&height=194&name=image-png-Aug-27-2024-11-44-57-4823-PM.png) - Select the desired students and click **Import Eligibility**. ##### ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Aug-27-2024-11-47-06-0393-PM.png?width=670&height=269&name=image-png-Aug-27-2024-11-47-06-0393-PM.png) - Confirm the import process. ##### ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Aug-27-2024-11-47-55-9203-PM.png?width=670&height=241&name=image-png-Aug-27-2024-11-47-55-9203-PM.png) ##### ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Aug-27-2024-11-49-18-6978-PM.png?width=670&height=169&name=image-png-Aug-27-2024-11-49-18-6978-PM.png) Please note that while the system automatically captures a snapshot of the imported data for record-keeping purposes, it is advisable for schools to utilize the Download option to obtain a PDF of the forms they plan to import. This process can be efficiently completed in bulk by selecting the desired students and clicking "Download HDC Documents for selected students." --- ##### Sending Reminders for Unsigned Forms - Filter using **HDC Not Signed or Needs to be Signed**. ##### **![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Oct-21-2022-07-08-10-83-PM.png?width=519&height=243&name=image-png-Oct-21-2022-07-08-10-83-PM.png)** - Select the students and click **Send HDC Reminders**. ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Aug-27-2024-11-51-53-8936-PM.png?width=670&height=138&name=image-png-Aug-27-2024-11-51-53-8936-PM.png) **Important**: Ensure a trigger email is set up: - Navigate to **Admin \> Settings \> Trigger Emails**. - Enable and configure the **"Student: HDC Reminder Message"**. --- ##### Viewing Historical Data - Access historical imports: - **Admin \> Portal Management \> HDC Overview \> HDC Overview Import Snapshot** ##### ![Screenshot 2026-10-06 at 11.33.01 AM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202026-10-06%20at%2011.33.01%20AM.png?width=584&height=182&name=Screenshot%202026-10-06%20at%2011.33.01%20AM.png) - Search by date range or student name. ##### ![Screenshot 2026-10-06 at 11.33.47 AM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202026-10-06%20at%2011.33.47%20AM.png?width=644&height=236&name=Screenshot%202026-10-06%20at%2011.33.47%20AM.png) - Click **Download Snapshot** to generate a PDF of the import data. --- ##### Policies - To enable the HDC form for adult students: - **Admin \> Portal Management \> Portal Settings / Policies** - Enable the policy for displaying the HDC form for students aged 18 and older. ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Jun-30-2023-09-51-58-5933-PM.png?width=670&height=46&name=image-png-Jun-30-2023-09-51-58-5933-PM.png) - Add adult students to the **"Adult Students Signing HDC in portal"** group: - **Admin \> Settings \> Security \> Groups**. - To select whom the HDC reminder sends too, - **Admin \> Portal Management \> HDC Overview \> Options Cogwheel**     ![Screenshot 2026-10-06 at 11.18.02 AM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202026-10-06%20at%2011.18.02%20AM.png?width=670&height=134&name=Screenshot%202026-10-06%20at%2011.18.02%20AM.png) - Select whether you want reminders to be sent to All Parents listed under the student, or just the parent marked as primary.  ##### ![Screenshot 2026-10-06 at 11.19.20 AM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202026-10-06%20at%2011.19.20%20AM.png?width=257&height=341&name=Screenshot%202026-10-06%20at%2011.19.20%20AM.png) ##### ![Screenshot 2026-10-06 at 11.21.47 AM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202026-10-06%20at%2011.21.47%20AM.png?width=670&height=282&name=Screenshot%202026-10-06%20at%2011.21.47%20AM.png) --- ##### Invalidating a Signed HDC Form - Navigate to **Admin \> Portal Management \> HDC Overview**. - Select the relevant students and click **Invalidate Records**. ##### ![Screenshot 2024-11-04 at 1.05.53 PM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202024-11-04%20at%201.05.53%20PM.png?width=670&height=337&name=Screenshot%202024-11-04%20at%201.05.53%20PM.png) - Confirm by typing **CONFIRM** in all caps. ##### ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Aug-27-2024-07-53-03-2995-PM.png?width=670&height=233&name=image-png-Aug-27-2024-07-53-03-2995-PM.png) - 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[Staff Process for Tiered Reengagement](https://help.schoolpathways.com/knowledge/tiered-reengagement?hsLang=en#staff-process-for-tiered-reengagement) - [Admin/Teacher Guides](https://help.schoolpathways.com/knowledge/tiered-reengagement?hsLang=en#admin-teacher-guides) - [Settings & Security](https://help.schoolpathways.com/knowledge/settings-security?hsLang=en#main-content) - [School Policies](https://help.schoolpathways.com/knowledge/settings-security?hsLang=en#school-policies) - [Trigger Emails](https://help.schoolpathways.com/knowledge/settings-security?hsLang=en#trigger-emails) - [Bottom Toolbar Features](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#main-content) - [Page Policies](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#page-policies) - [Collector](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#collector) - [Activity Logs](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#activity-logs) - [Webinars](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#main-content) - [Webinars](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#webinars) - [End of Year Checklist for Classroom Based /Video](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#end-of-year-checklist-for-classroom-based-video) - [Distance Learning / Videos](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#distance-learning-videos) - [Zoom](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#main-content) - [Reports](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#reports) - [Teachers Step 2](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#teachers-step-2) - [Teachers Step 1](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#teachers-step-1) - [Admin](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#admin) - [CALPADS](https://help.schoolpathways.com/knowledge/calpads?hsLang=en#main-content) - [CCI Dashboard Tour](https://help.schoolpathways.com/knowledge/calpads?hsLang=en#cci-dashboard-tour) [![School Pathways Horizontal logo DARK](https://help.schoolpathways.com/hs-fs/hubfs/School%20Pathways%20Horizontal%20logo%20DARK.png?width=200&height=93&name=School%20Pathways%20Horizontal%20logo%20DARK.png "School Pathways Horizontal logo DARK")](https://help.schoolpathways.com/knowledge?hsLang=en) | [Webinar Registration Link](https://www.gotostage.com/channel/6ad5fe45cab0462a930c0420a4bb82e9) | [SIS Log In](https://milestone.plsis.com/mod.php/index.php?) | [School Pathways Blog](https://www.gotostage.com/channel/6ad5fe45cab0462a930c0420a4bb82e9) | Contact Us | | --- | --- | --- | --- |   [mailto:customerservice@schoolpathways.com](mailto:customerservice@schoolpathways.com) ```json { "@context" : "https://schema.org", "@type" : "Organization", "address" : { "@type" : "PostalAddress", "addressCountry" : "USA", "addressLocality" : "Portola", "addressRegion" : "CA", "postalCode" : "96122", "streetAddress" : "PO Box 432" }, "description" : "School Pathways offers K-12 Student Information System (SIS) and education software for charter schools and non-traditional programs.", "email" : "hello@schoolpathways.com", "logo" : "https://learn.schoolpathways.com/hubfs/School%20Pathways%20Horizontal%20logo%20DARK.png", "name" : "School Pathways", "sameAs" : [ "https://www.linkedin.com/company/school-pathways-llc", "https://www.facebook.com/schoolpathways/", "https://x.com/_schoolpathways" ], "telephone" : "866-200-6936", "url" : "https://schoolpathways.com/" } ```