The Documents app allows you to upload document files from your device and securely deliver them to students and parents through Satchel One. This can significantly cut down on admin time and printing costs, and help ensure documents are not lost or misplaced.

To upload documents to share with your students and parents, you will need access to the 'Early access' area of our site; please speak to our Support team if this has not yet been enabled for your school.

With this version of Documents, you will be using TSV file to link students with the correct attachments. There are no limitations on file types you can upload; your documents will be received by users in the format that you choose to send them.

For SIMS schools, we also offer the option sync documents from their MIS using a 3rd-party integration. More information about the import process can be found here.

Before you can import documents, you must first create Document types.

Navigate to Early access > Tools > Apps > Documents. You will be able to create, edit and delete the document types on this page. To create a Document type, please add its name and short code (e.g. Student Report card Document type can have code "SRC").

Note that, if you have the Documents Import app, you'll be able see the types that have been imported fro SIMS. In this case, you won't be able to add or remove any types as they'd need to be edited in your MIS instead.

First, click on 'Early Access' and 'Documents' on the navigation menu. To start a new upload, click 'Import'. You will now see a pop-up menu with the following options:

In the final step, you can choose whether you want these files to be visible to both students and parents, or only one of the two groups.

Once you've completed all fields, click Save to begin uploading your files.

You can filter the Documents page by:

Click 'View' on any completed Documents upload to see more details and to publish documents to your selected audience.

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 'Send' button at the top right of your screen. Parents/carers will receive an email containing a link to the new Document.

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.

Note: Uploaded documents will not be sent to anyone until you complete this step. You can come back and do this at any time.

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.