Correctly classifying documents makes them easier to find, share, and report on. When uploading or creating a document, you’ll be asked to select a Document Type. This helps group similar documents together and supports effective school improvement and governance processes.
When creating or editing a document, you can assign:
Document Type: Describes the purpose or category of a document, helping to keep information organised and easy to find.
For example, documents can be classified as General or Governor Visit, depending on their purpose.
Select the Document
Locate the Document Type field
Choose the most appropriate option from the dropdown list
Example: select Governor Visit for visit notes or reports
Go to the Documents page.
Select the Settings toggle on the right-hand side of the page.
Click Add Item.
Enter the name of the new document classification and choose a colour.
Click Save to confirm.
Upload a new document,
Or select the edit pencil to change an existing document.