Platform & Insights

Documents & Records

Central document store with templates and access control.

Overview

Admission files, staff certificates, office records — institutions drown in documents that are simultaneously everywhere and unfindable. Documents & Records is the governed store: everything attached to the person or record it belongs to, checklist-driven so gaps are visible, access-controlled so "the file room" stops being a security hole.

  • Central document store
  • Templates & generation
  • Versioning & access control
  • e-Sign ready
  • Retention policies
Case study · Documents

From file cupboards to admission gaps on a dashboard

Representative scenario — illustrative

A 1,900-student CBSE school keeps admission files in steel almirahs in the office — birth certificates, transfer certificates, Aadhaar copies, category proofs, previous mark sheets — one bulging folder per child.

Doing it by hand

At TC time or a board inspection, a clerk pulls folders one at a time and finds the gaps too late: a missing birth certificate, an unsigned undertaking. Retrieval is an afternoon and a misfiled folder is a small crisis. Nobody can say how many admissions are missing a required document until someone opens every single file.

The cheap-ERP trap

The budget ERP gave them an “attachments” box on the student — you could upload a scan, but nothing checked what was required, nothing marked a document verified, and any login could open anyone’s file. With no checklist the gaps stayed invisible; with no access control the file room simply moved online. Six months in, the office kept the almirahs as the real record and treated the uploads as an unreliable copy — then stopped uploading.

With ez.school

ez.school attaches every document to the record it belongs to and drives it by checklist, so a missing birth certificate is a number on the dashboard, not a surprise at TC time. Verification becomes a recorded, attributable act and retrieval becomes a search — with downloads served through governed, expiring links in your institution’s own isolated space, never a public bucket.

The difference, side by side
By handOrdinary ERPez.school
Finding a filePull folders from the almirahScroll an attachments boxSearch from the record — seconds
Missing documentsFound at TC time, too lateNo checklist — gaps invisibleA live number on the dashboard
VerificationA signature nobody can traceUpload equals “done”A recorded, attributable act
Who can open itAnyone with the cupboard keyAny login sees any fileRole + record ownership, expiring links
The outcome
  • SecondsTo retrieve a file
  • At a glanceAdmission gaps visible
  • ZeroPublic download links

Admission-document completeness by class — the short bars are the files to complete before the board inspection, not the morning it lands.

Inside the app

How Documents & Records works for you

Documents that belong to records

A birth certificate lives on the student; an experience letter on the employee; a board affiliation on the institution. Checklists make missing documents a dashboard number, verification is a recorded act, and retrieval is a search, not an afternoon.

Private storage, controlled access

Files store in your institution’s isolated space with access following the same role model as everything else — who may view, upload or verify is policy. Downloads are served through governed, expiring links, never public buckets.

The cycle

A document’s life

  1. 1Uploaded to a record
  2. 2Checklist ticks
  3. 3Verified by staff
  4. 4Retrieved on demand
  5. 5Retained per policy
Who uses it

One app, seen from every seat

RegistrarSees admission-document gaps as a number, not as surprises at TC time.
Office staffFinds any file from the record it belongs to — in seconds.
AuditorFollows records to their supporting documents without opening a cupboard.
Evaluation questions

Documents & Records — asked and answered

What file types and sizes are supported?

Standard document and image formats with server-side type and size validation; storage scales with your subscription.

Who can see uploaded documents?

Access follows roles and record ownership — a document on a student record is visible only to staff whose role includes it, with every download governed.

Can parents upload documents?

Yes, where you enable it — portal uploads land in a verification queue; nothing enters the record unreviewed.

Bring Documents & Records to your campus

Guided onboarding, local-currency pricing, and human support from day one.