> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ret.systems/llms.txt
> Use this file to discover all available pages before exploring further.

# Set Up the Documents Module

> Enable the Documents module, create document groups, upload your school's key policies and guidance, and track staff read confirmation.

Follow the steps below to enable the Documents module, set up your document library, and start tracking staff read confirmations.

<Note>Initial setup requires Administrator access.</Note>

## Quick Start

<Steps>
  <Step title="Enable the module">
    Go to **Administration > Modules** and enable **Documents**.
  </Step>

  <Step title="Assign a Documents Manager">
    Go to **Administration > Users** and assign the Documents Manager role to the appropriate member of staff.
  </Step>

  <Step title="Open the module">
    Reload the page and select **Documents** from the sidebar.
  </Step>

  <Step title="Create document groups">
    Set up categories to organise your library — for example, **Policies**, **Guidance**, and **Handbooks**.
  </Step>

  <Step title="Upload documents">
    Upload PDFs, Word documents, or link to external documents within the relevant group.
  </Step>

  <Step title="Assign to staff">
    Select the staff members who need to read and confirm each document. They will receive a notification automatically.
  </Step>
</Steps>

## Monitoring Confirmations

From the Documents management panel, view a confirmation status summary for each document — see at a glance who has confirmed and who still needs to act. Send reminders directly to staff who haven't confirmed yet. When you need to report, export or print confirmation records for governor evidence packs.

<Tip>
  Start with your statutory policies and safeguarding documents — these are the most commonly required for read confirmation.
</Tip>