What are Document types?
Document types allow you to categorise the files shared with students and parents/carers.
They can be created manually or, if you are using Documents import, via scheduled data imports from your external MIS (SIMS only).
View document types
🔒 The actions within this section are controlled by the Document type setup permission
To view your school’s rooms, go to Tools > Apps > Documents > Document types.
You’ll see a list of all existing types. You can search for specific types by name using the search bar above the list.
Actions
Edit - Update document type name or code
Delete - Permanently remove types you no longer need
Create types
To create new document types:
Go to Tools > Apps > Documents > Document types.
Click Create
Enter the type name and short code
Click Save
The document type will be immediately available to use when importing Documents.
FAQ
Question | Answer |
I am unable to create Document types in Satchel One. | Please ensure that you have the relevant permissions to access and update document types. If your school uses Documents import, document types are automatically imported from SIMS via XoD and will need to managed directly in your MIS. |
Do students and parents/carers see the Document type name? | No, these are only visible to school staff. |