Staff guides, documents, and learning resources.
Documentation has five permanent folders. Training has three required-training folders. Client Resources keeps its own folders for client assistance. Add a quiz to a document below; it stays connected to that document.
Add as many helpful links as you need. Give each one a clear name and optional description.
PDF, Office document, text, JPG, or PNG. Maximum 8 MB. For a Word form, underscore lines become fillable fields in the preview when the document supports them.
Read only: staff load and review. PDF: staff fill PDF fields in the portal and save. Word: staff type into the document's underscore lines and save from the button at the bottom. For training, reading and saving are tracked separately.
Passing is recorded on this item when staff reach the passing score.
Changing the file, guide text, quiz, or signature behavior starts new completion requirements. Moving an item or renaming its category keeps existing completions.
Click directly in the highlighted fields on the PDF, fill them out, then save.
Choose a form to see which employees have completed it.