Overview
The Documents Bin is a centralized repository for all documents across Element451. Any document uploaded to the system—whether added directly here, uploaded by students through forms and applications, or attached by internal users on contact records—is stored in the Documents Bin. It serves as a single location where you can view, organize, search, and manage every document in Element451.
To access the Documents Bin, navigate to Data + Automations > Documents > Documents Bin.
✨ Pro Tip: You can also surface documents at the contact level by enabling the Documents profile card on your profile template (via Settings > Profile Templates), which gives users quick access to a contact's associated documents directly from the student profile.
The Documents Table
The main area of the page displays a table listing all documents, with the total count shown in the header (e.g., "Documents (1657)"). Each row in the table includes the following columns:
Title — The file name of the document. Clicking the title opens a detail panel on the right side of the page.
Type — The document type assigned to the file, if any. Document types are displayed with an associated icon.
Source — Indicates how the document was added (e.g., "Upload").
Assigned To — The contact the document is associated with.
Added — The date and time the document was uploaded. The column is sortable; click the column header to toggle between ascending and descending order.
Each row also includes a three-dot menu (⋮) on the far right with the following actions:
View: Opens or previews the document
Download: Downloads the file to your computer
Move To: Moves the document to a folder
Delete: Removes the document
The Documents Bin displays 50 documents per page. Pagination controls appear at the top-right of the table showing the current range (e.g., "1 – 50 of 1657") along with navigation buttons: First page, Previous page, Next page, and Last page.
Document Detail Panel
Clicking a document's title opens a detail panel on the right side of the screen. This panel displays the document's full metadata and allows you to make edits:
File Preview: Shows a thumbnail or icon representing the file type, along with Remove and View links to either remove the attached file or open it for viewing.
Type: A dropdown that lets you assign or change the document type.
Source: Displays how the document was added to the system.
Added / Last Modified: Shows the timestamp for when the document was originally uploaded and when it was last changed.
Last Modified By: The name of the user who last made changes to the document.
Assigned To: Shows the contact the document is linked to, displayed as a chip with their name and email. You can remove or change the assignment here. You can also click on the eye icon to open the student's profile.
Tags: A searchable field where you can assign one or more tags to the document for additional organization.
At the bottom of the detail panel, there are three action buttons:
Download: Downloads the file
Delete: Removes the document
Move To: Moves it to a folder
Searching and Filtering
Use the search icon at the top of the documents table to search for documents by name. Type your query into the search field to filter the list in real time.
Advanced Filter
Click the filter icon next to the search icon to open the Advanced Filter panel. Here you can narrow your results by:
Document Types (displayed as clickable chips)
Assigned To (select the related contact)
Date Range (select range using "Date From" and "Date To" date pickers)
Click Apply Filters to update the table, or Clear All to reset your filters.
Organizing Documents
Using Folders
The left sidebar includes a Folders section for organizing documents into groups. By default, the All view is selected, which shows every document. Clicking on a specific folder filters the table to show only documents within that folder.
Creating a Folder: Click the + button next to the "Folders" heading. In the dialog that appears, enter a folder name and click Save.
Managing Folders: Each folder has a three-dot menu (⋮) with options to Rename or Delete the folder.
Moving Documents to a Folder: Use either the "Move To" option in a document's three-dot menu, the "Move To" button in the document detail panel, or the bulk "Move To" action after selecting documents.
Using Tags
Below Folders, the left sidebar also includes a Tags section. Tags provide a flexible way to label and categorize documents. Clicking All Tags shows all documents, while selecting a specific tag filters the table to display only documents with that tag.
Creating a Tag: Click the + button next to the "Tags" heading. In the dialog that appears, enter a tag name and click Save.
Managing Tags: Each tag has a three-dot menu (⋮) with options to Rename or Delete the tag.
Assigning Tags to Documents: Open a document's detail panel by clicking its title, then use the Tags field to search for and select tags.
Bulk Actions
You can perform actions on multiple documents at once by selecting them using the checkboxes on the left side of each row.
Use the checkbox in the table header to select all documents on the current page.
Once one or more documents are selected, a bulk action bar appears at the top of the table showing the count of selected items and three actions:
Download
Move To
Delete
Managing Document Types
Document types allow you to classify your documents into meaningful categories (e.g., Transcript, Essay, Resume). These types appear in the Type column of the Documents Bin, in the Advanced Filter, and in the Type dropdown when uploading or editing a document. Document types are created and managed here: Data + Automations > Documents > Document Types.