Use Document Types to create categories for storing documents on staff members', parents' and/or learners' profiles, such as ID copies, birth certificates, proof of residence, immunisation cards and school reports.

My School > System > General > Documents: Document Types

How do I create a new document type?

1. Select the Staff, Learner or Parent tab.

2. Click Add new.

3. Enter the Document type Afr/Eng name.

4. Select the Status: Active or Inactive. Inactive types are retained but not shown to users.

5. Select whether the document is Required (compulsory). A system task will appear for each required type to identify missing records.

6. Click Accept changes to save, or Discard changes to cancel.

Note: Only one document can be uploaded per type per person. Use numbered types (e.g. Therapy report 1, Therapy report 2) if several similar documents are needed. Duplicate names are not allowed.

Frequently asked questions

Who can manage document types?

The right 1.1. School Administration is required to create and edit document types. Staff documents require 1.2. Staff Administration; learner and parent documents require 1.3. Learner / Parent Administration. Documents on Learner Overview are controlled by the Learner Overview Documents right.

Can I reuse an inactive document type?

Yes. Set the status back to Active to make the type available again. The type and any existing documents linked to it are retained.

Can I export the list to Excel?

Yes, if you have Excel export rights on your user profile. The button will be visible on the Document Types screen.