You can use the Documents area to add files or document links for users in the portal. Documents can be uploaded directly from your computer or linked from cloud storage, then controlled using publication dates, expiry dates, permissions, and document categories.
Create a Document
Log in as an Admin user.
Click Admin Control Panel.
On the left, click Content, then click Documents.
Click Add new document.
In Document Name, enter the display name for the document.
Click Browse, then choose one of the following:
Document Upload: Select Upload.
Choose the file from Your Computer, Google Drive, or OneDrive.
Document Link/URL: Select Link.
Enter the document link, or use the browse option to link to a document in OneDrive or Google Drive.
In Publication Date, set the date and time when the document should become available.
In Expiry Date, set the date and time when the document should expire, if required.
In Description, enter a description for the document.
In Permissions, select the required School, Year Group, and User Types for this document.
In Document Categories, select the appropriate Document Category.
Click Save Changes.
The document is now available according to the publication date and permissions you selected.
Choose the Right Document Type
Use Document Upload when you want to store a file directly in the portal.
Use Document Link/URL when the document is already stored elsewhere and you want users to open the linked version instead.
This is useful if the document is managed in a shared cloud location and may be updated outside the portal.
Control Who Can See the Document
Use the Permissions settings to control access to the document.
You can restrict visibility by:
School.
Year Group.
User Type.
This helps make sure the document is only shown to the users who need it.