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Set Up Documents In The Portal

Upload or link documents in the portal, set publication and expiry dates, and control who can see them with permissions and categories.

Written by Cristina Gruita
Updated this week

You can use the Documents area in the Admin Control Panel to publish files and links for parents, students, and staff. Documents can be uploaded directly, or linked from cloud storage such as Google Drive or OneDrive, and then targeted to specific schools, year groups, and user types.


Create A New Document

  1. Log in to the portal as an Admin user.

  2. Click Admin Control Panel.

  3. On the left-hand menu, click Content, then click Documents.

  4. Click Add new document.


Enter Document Details

In the document editor, complete the key fields:

  1. Document Name

    • Type the display name for the document.

    • This is what users will see in the portal (for example, “Y7 Trip Letter – June” or “Behaviour Policy 2026”).

  2. Document Source (Browse)
    Click Browse, then choose one of the two document types:

    Option A – Document Upload

    • Select Upload.

    • Choose the file you want to upload from:

      • Your Computer, or

      • Google Drive, or

      • OneDrive.

    The file is then stored and served via the portal.

    Option B – Document Link / URL

    • Select Link.

    • Either:

      • Paste the URL to the document (for example, a shareable link), or

      • Use the file select browse option to link to a document stored in OneDrive or Google Drive.

    This is useful if you maintain documents in cloud storage and just want to link to the latest version.

  3. Publication Date

    • Set the date and time when the document should become available in the portal.

    • You can publish immediately or schedule a future date/time.

  4. Expiry Date (optional)

    • Set the date and time when the document should expire if needed.

    • After this date, the document will no longer be available to users.

  5. Description

    • Enter a short description to explain what the document is and how it should be used.

    • This helps users choose the correct file when multiple documents are available.


Set Document Permissions

Use permissions to control who can see the document.

  1. In the Permissions section, select:

    • School(s) – Choose which school(s) this document applies to (for example, Senior, Junior, or specific campuses).

    • Year Group(s) – Choose which year groups should see the document.

    • User Types – Choose which types of users can access the document, for example:

      • Parents (Guardians)

      • Students

      • Staff

      • Other user types as appropriate

    You can use schools/year groups and user types together to be very specific (for example, “Parents of Year 9 in Senior School”).

For more detail on how these permissions work, see Content page permissions.


Choose Document Categories

  1. In the Document Categories field, select the appropriate Document Category.

    • Categories help users filter and find documents (for example: Policies, Trips, Exams, Letters Home).

    • Select the most relevant category so the document appears in the right place.


Save The Document

  1. Review all settings:

    • Name and source (upload or link)

    • Publication and expiry dates

    • Description

    • Permissions

    • Document Category

  2. Click Save Changes.

The document will now:

  • Become visible to the permitted users from the Publication Date, and

  • Automatically stop being visible after the Expiry Date (if set).

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