Documents allows you to import documents from SIMS and securely deliver them to students and parents through Satchel One. This can significantly cut down on admin time and printing costs, as well as ensuring documents are not lost or misplaced.

Firstly click 'Documents' on your navigation panel where you will see any previously imported documents from your SIMS.

You can choose from the following filters:

If you wish to import more documents, click on the green 'Import documents' button at the top right of the Documents screen. This will open a pop-out menu where you can make some choices.

Use the 'Students' dropdown menu to select your group. You may then be prompted to select specific students/classes/year groups based on your group choice.

Then pick the document type you wish to import for your chosen students.

When you are happy with the chosen documents, click the green 'Sync now' at the bottom of the pop-out menu.

Your import may take some time if you're importing a large volume of documents but you'll be able to keep an eye on the 'Import status' to check the progress.

Once the import is complete, you will see your new imported documents listed in the Documents table.

You can now click 'View' beside any of your imported documents on Satchel One.

You'll see a list of any and all documents that have been found for your chosen student(s).

The 'Parent/Carer email' column will show the email address for any guardian that has a Satchel One account linked to the student; it may contain more than one.

When you're ready, click the green 'Send' button at the top right of your screen. Parents/carers will receive an email containing a link to the new Document.

💡 Top tip: If the parent/carer email column is blank for many of your students, consider encouraging guardians to create a Satchel One account before sending your Documents. You can use this article to help you boost engagement!

Staff can delete a Document for an individual student by visiting their Satchel One profile, clicking their ‘Documents’ tab, locating the relevant document, and clicking the red bin icon.

If staff wish to delete Documents on a larger scale, they can simply go to the Documents area on their navigation panel and click the bin icon here. This would delete every Document that had been obtained through this import for all relevant users.

If the Document has not yet been sent to users, it will not have a ‘Send date’. When deleting unsent documents, you will simply receive this message:

If the document has been sent and is already visible to students and parents, you will receive this message:

If documents are deleted in error, they can simply be reimported by following the normal process as outlined earlier in this video.

Students and parents will now see a 'Documents' option on their navigation panel.

Once opened, they'll see a table containing any documents that have been sent to them previously with the related 'Publish date' and a column showing whether this has been viewed by their parent/guardian.

Students and parents can use the 'Search documents' bar to locate a specific file as and when needed.