01
Connect and check storage
Review the institution's Google Drive connection and status. Agree which account owns the files and confirm storage limits before uploading institutional documents.
School document management
School document management connected to people and records
Keep institutional documents organised around the students, staff and workflows they belong to. Use categorisation and search to reduce the time spent hunting through unrelated folders while reviewing who should have access.
For school administrators and staff responsible for institutional documents and record access.
How the workflow fits together
From setup to a reviewable record
02
Organise documents by context
Upload and categorise supported documents linked to students, staff or the institution. Use document search and the explorer to locate a record within its intended context.
03
Review access and retrieval
Check public and restricted document workflows and teacher document-access assignments. Test downloading and viewing a synthetic document from the relevant staff role before importing real records.
Evaluate before you choose
What to check in your demo
- Use a synthetic staff or student document for the access demonstration.
- Check who can upload, download and access restricted records.
- Confirm account ownership, storage allowance and your retention process.
Availability and setup requirements
A Google Drive connection and suitable access are required for the described storage workflows. Do not assume unlimited space, automatic retention compliance or a Google certification. Confirm your institution's privacy and record-retention requirements separately.
Feature availability depends on the product, configured package and current interface. Confirm the screens, setup and permissions your team will use in a guided demo. A feature described here is not a promise that it is bundled into every plan.
Questions before rollout
Frequently asked questions
Can documents be linked to students and staff?
Documents can be linked to students, staff and the institution, with categorisation and search. Check the supported record types during your demo.
Is every uploaded document public?
No. The described product includes public and restricted workflows. Verify permissions using synthetic documents before importing personal information.
Is storage unlimited?
No unlimited-storage promise is made. Check the current package's storage entitlement and the requirements of the connected Google account.
Explore connected workflows
See how this fits your school
Share your institution size and the workflow you want to review. No student or parent records are needed to request a demo.