Document Pool

The Document Pool is a central place to store, organise, and share documents within Perspective. The exact folders you see depend on:

  • Your permissions

  • How involved your Local Authority (LA) is with Perspective

This guide focuses on the school-side Document Pool. For LA-side information, see this help guide.

Why Use the Document Pool?

  • Keeps school and team documents organised in one secure location.

  • Allows controlled sharing across different roles and permissions.

  • Supports SEF, performance management, and improvement planning with linked evidence.

  • Reduces duplication — upload once, link wherever needed.

To access it, hover over Documents and click Document Pool.

 

Document Pool basic shot.PNG

Understanding the Folders

On the left-hand side, you’ll see a list of folders. Not all may be visible to you, depending on your permissions.

Data Folder (SLT only)

  • For storing data such as FFT, RAISEonline, or MIS exports.

  • Can be linked directly to modules like the SEF.

  • Access restricted to SLT members.

Evidence Folder (SEF-linked, SLT only)

  • Contains a subfolder for each SEF section.

  • Supporting evidence uploaded via Self Evaluation > Make Judgements is automatically stored here.

  • Ensures SEF documents are organised and easy to link.

Performance Mgmt Public Folder (school-wide)

  • Visible to all staff.

  • Useful for sharing whole-school documentation on performance management.

  • Only SLT can upload files here.

  • Documents may be referenced during reviews and evaluations.

School Documents (SLT only)

  • For secure documentation that should only be visible to SLT.

  • Ideal for sensitive files not meant for wider staff access.

Team Folders (team-specific)

  • Each team has its own folder, visible only to its members.

  • SLT or Team Leaders can add staff to teams.

  • SLT cannot add users to the SLT team itself — only the headteacher can do that.

Shared Folder (all staff)

  • Visible to everyone in school.

  • Upload permissions restricted to SLT.

Managing Content in the Document Pool

Create a Folder

  1. Select the parent folder where you want the subfolder.

  2. Click Add Folder.

  3. Enter a name and description.

  4. Click Save.
    Your new folder will appear underneath the parent folder.

Add a Link

  1. Select the folder where the link should live.

  2. Click Add a Link.

  3. Enter the name, URL, and description.

  4. Click Save.
    The link will be listed under the chosen folder and open in a new browser tab when clicked.

Add a Document

  1. Select the folder where the file should be uploaded.

  2. Click Add Document.

  3. Provide a description.

  4. Browse your PC to select the file.

  5. Click Save.
    The file will appear inside the folder you selected.