✏️ Written Guide ✏️
📑 Add documents to your training
Do you want to send your terms and conditions, internal regulations before the training? Send the certificates of completion at the end of your training? You are at the right place!
Hover over "Add to the training" and click on "Documents"
Choose your document template or pick from the provided library of templates.
(Optional) Modify it if needed.
The participants of your training are pre-filled! You only need to complete with other recipients if needed.
Finalize the sending: Subject, personalized message, expiration date, automatic reminder, scheduling of send.
Your document is sent immediately, or scheduled for sending as you have defined! 🤗
Note: Documents without signatures are not schedulable at the moment.
⚠️ Incomplete documents: Add missing recipients
You just added a learner or they just registered, and some of your documents require signatures from intervening parties, external contacts, or others?
In this case, we notify you that one or more documents do not have all recipients filled before sending, and invite you to complete them! 🤗
Note: Documents will not be sent or scheduled for send until they are completed.
❓ Add surveys and multiple-choice questions to your training
Pre-training questionnaire, follow-up satisfaction, or feedback after certification? Easily link questionnaires to your training to centralize your monitoring!
To do this:
Hover over "Add to the training" and click on "Questionnaires"
Choose your questionnaire template or pick from the provided library of models. You can get a preview before importing it, or import and then modify it to suit your context. 😉
Schedule the send at the start of training or after the end, or at a customized date.
You can also attach it to one of the presence sheets of your training, as well as personalize the message to be sent to your learners.
Discover also:
To go further, visit our help center.
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