Keep the document in context.
Attach supporting files to the relevant records so people know what the file relates to.
Document Management
Find the file where the work happens.
When a learner asks a question or a colleague takes over a task, the supporting document should be close to the record. onCourse links files with courses, classes, people and enrolments, with version history and access settings to support the work.
What this helps your team do
- Attach files to the right records
- Share materials with learners or tutors
- Review document history and access
Documents alongside your daily work
Related record
- Course
- Class
- Customer
Appropriate access
- Public
- Private
- Permissions
An established platform, shaped around your organisation.
- Already part of onCourse
- Document attachments, version history and document permissions are established tools, with files linked to supported course, class, contact, enrolment, tutor, site and room records.
- Set up for your organisation
- Agree naming, access, public or private visibility, and who keeps documents current.
- Additional work, where needed
- A bulk document migration, an external repository connection or specialist retention or records-management requirements need review and separate scope where required.
We confirm the capabilities, setup and any additional work included in your arrangement before you start.
See which version your team is working from.
Use version history to review changes and agree who keeps the document current.
Share only what is appropriate.
Set public or private visibility and permissions around the people who need the material.
More capabilities in this area
- Keep supporting files in context
- Store supported files with the records they relate to.
- See document history
- Use retained version history to review how a document has changed over time.
- Document Storage
- Class Set Documents
- Version Control
- Notes
- Advanced Search
- Shared Custom Searches
- Public Documents
- Private Documents
- Content Delivery Network
- Access Control
Explore how it works
Follow practical tasks for the work your team needs to complete, with links to the full official onCourse handbook articles.
- Help & guidesKeep documents with the work they supportFind supporting information in context. Link documents to relevant courses, classes, people and enrolments, with controlled sharing for the intended audience. (opens the onCourse manual in a new tab)
- Help & guidesReuse an existing documentAvoid uploading the same file for every record. Attach an existing onCourse document where it is needed, then review its description, tags and permissions. (opens the onCourse manual in a new tab)
- Help & guidesCheck who can see a documentShare information deliberately. Review a document’s access settings and linked records to understand whether it is available internally, in the portal or on the website. (opens the onCourse manual in a new tab)