PDF guide for school psychologists and educational specialists

2 min read·15 August 2026

School psychologists work with educational reports, dyslexia assessments, and intervention plans that must be shared with parents, teachers, and external care agencies. Privacy sensitivity and readability go hand in hand.

Securely compiling pupil dossiers

A complete pupil dossier contains the referral, intake interview record, test results, intervention plan, and evaluations. Merge all sections in chronological order and secure the dossier with a read password so only authorised professionals can open it. Use PDF/A for long-term archiving in compliance with archive law.

Formatting dyslexia reports for parents

The dyslexia report sent to parents must be understandable but also contains technical test scores. Split the report: create a parent version with the summary and recommendations, and a professional version with all raw test data for the teacher and remedial teacher. Use the split tool on page range.

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OCR on handwritten observation forms

Classroom observations are often written by hand on structured forms. Apply OCR to scanned forms to enable searching by pupil name and date. This speeds up locating observations when evaluating the intervention plan.

Preparing intervention plans for signing

The intervention plan requires signatures from parents, teacher, and school psychologist. Set up interactive signature fields via the formFill tool so parents can sign digitally without having to print and scan the document.

Compressing group reports for the school guide

Compiled annual reports for the school board or school guide contain charts and tables that increase file size. Compress the final version and remove all metadata before the report is added as an attachment to the school website.