Overview

Everything you need to operate Paperly with clarity and confidence.

Welcome to the Paperly Knowledge Base.

This resource is designed to support school leaders, administrators, and staff in using Paperly effectively across daily operations. Whether you are configuring permissions, launching workflows, managing compliance, or supporting staff adoption, you’ll find practical guidance here.

Paperly is built as structured operational infrastructure. The Knowledge Base reflects that structure — helping you understand not just how features work, but how they fit into your broader governance and workflow design.

Global Settings

Control and configure your Paperly environment with confidence.

• Managing permissions and user roles

• Configuring approval pathways

• Brand and theme settings

• Managing core data (staff, students, year levels, classes)

• Data updates and rollover best practice

This section is typically used by administrators, operations staff, and IT leads.

Integrations

Connect Paperly with your existing systems.

• Data syncing guidance

• Integration configuration

• Troubleshooting connectivity

• Payment setup

• Single Sign-On configuration

This section is particularly relevant for IT and system administrators.

Digital Forms

Learn how to design, launch, and manage structured workflows.

• Creating and managing digital forms

• Configuring conditional logic

• Routing submissions and approvals

• Monitoring workflow status

• Embedding proportionate guardrails

This is central to how Paperly strengthens operational clarity.

Student Data & Details

Understand how student data connects across workflows.

• Managing student profiles

• Linking forms and support records

• Recording incidents

• Maintaining medical information

• Supporting year-to-year transitions

This section supports pastoral, safeguarding, and academic teams.

Communications

Manage structured communication within the platform.

• Sending announcements

• Targeting audiences

• Managing notification preferences

• Tracking message history

• Communication best practice

Communication becomes contextual and traceable.

Training & Inductions

Manage staff training, compliance certifications, and induction pathways.

• Creating induction pathways for new staff

• Assigning mandatory training requirements

• Tracking certification expiry dates

• Recording professional development participation

• Monitoring completion status across teams

• Generating training and compliance reports

This module supports safeguarding, governance, and operational continuity by ensuring training requirements are visible, structured, and auditable.

Reception

Digitise visitor management and strengthen on-site visibility.

• Configuring visitor forms

• Managing campus-specific settings

• Assigning reception permissions

• Setting up notifications and alerts

• Monitoring who is currently on campus

• Reviewing historical visitor records

Reception transforms front-desk processes into a secure, searchable, and auditable system.

Calendar

Centralise key dates, events, and operational milestones.

• Creating and managing events

• Linking trips and activities to calendar entries

• Managing campus-level visibility

• Coordinating cross-department timelines

• Tracking operational milestones

• Maintaining a structured academic calendar

The Calendar module helps ensure that operational planning remains aligned across teams and campuses.

Excursions/Trips

Manage excursions and events from proposal to post-activity review.

• Launching trip proposals

• Risk assessment documentation

• Digital consent collection

• Budget and approval workflows

• Post-trip evaluation and record keeping

Paperly ensures trips are structured, visible, and repeatable.

How to Use the Knowledge Base

We recommend:

• Searching by keyword if you have a specific question

• Browsing by category if you’re exploring functionality

• Reviewing implementation guides during rollout

• Sharing relevant articles during staff onboarding

The Knowledge Base is regularly updated as new features and refinements are introduced.

Operational Confidence

This Knowledge Base is designed to help your school:

• Operate consistently

• Maintain proportionate safeguards

• Reduce ambiguity

• Strengthen institutional memory

• Build sustainable operational clarity

If you cannot find what you’re looking for, please contact the Paperly Support Team. We’re here to help you operate with confidence.