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Store your Setting's Internal Documents

Share important documents with your staff

Julia Rose avatar
Written by Julia Rose
Updated over 3 weeks ago

You can store documents on our Premium and Professional packages. To learn more about pricing, click here!

Store your Internal Documents

Using the Documents feature, you can store internal documents to share with the staff in your setting.

If you'd like to share documents with parents, click on the Parent documents tab at the top:

And if you'd like to read more about storing documents for parents, check out this article:

To find your Documents

Click on the Home icon in your sidebar and select Documents:


Add a Document

In Documents, you can add both single document files and folders to organise your documents into groups.

To add a folder:

  • Click on the Add folder button at the top

  • Add a title for your folder

  • Finish off by clicking on Add folder

  • Now your folder will be visible in the overview

To add a document

  • Click on Add document at the top

  • Fill in the title of the document you want to upload and add a description if desired

  • Click Choose file and select the document you want to upload. You can upload Word, Excel and PDF-files

  • Now a document is added to the overview


Move a Document

If you'd like to move a document into a folder, or to a different folder:

  • Click on the little arrow symbol in the Actions column over your document

  • From here, choose where you'd like to move your document

  • Click on Move file to confirm


Delete a Document

You can delete a document by clicking on the Bin icon in the Actions column. You'l. be asked to confirm the deletion before it's gone!

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