Sometimes, an error might occur during the creation of a learner or you simply want to complete their information.
Warning! If it's a creation error, please note that merging duplicate learner profiles is not possible.
You will then need to delete one of the duplicate learner profiles (whether they have attended a course or not) to only use the correct learner. The previous one will only be archived, and their signatures will not disappear.
✏️ Written Guide ✏️
1️⃣ Manually edit learners.
To begin, go to the Learners tab.
Just click on the name of a learner to modify their information.
You can then modify all the learner's information and access the history of such in the event list on the right.
Don’t forget to Save!
2️⃣ Bulk edit learners via Excel import.
While an Excel import is very handy for adding learners en masse on Edusign, it also allows you to modify learners' information in bulk.
If you wish to update several learners' information (except the email address), you can conduct an Excel import.
Edusign will use the email address to associate the learners already created on Edusign to those in your file. You can thus modify tags, groups, names... of your learners in a few clicks!
Warning! If you change the email address of one or more learners, they will be created as duplicates on your Edusign account.
From the Learners tab, you also have the option to bulk edit their company/companies, training(s), tag(s), and group(s) by selecting the learners using the Checkbox ✅ and then clicking Edit (X) from the Actions menu.
3️⃣ Bulk edit learners directly from Edusign.
From your Learner area, you can modify some of their information.
To do this, check the learner(s) via the Checkbox ✅ and then choose Edit.
Once you've clicked Edit, you'll have the option to choose the modification you want to make to the learner(s).
To go further, visit our help center.
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