Add a document

Before you start

Documents are a plan feature. If Documents is not in the trainer navigation, this plan does not include them. Open Billing. Which plans include documents is on the pricing page.

Steps

1. Choose Documents.
2. Choose New document.
3. Add the file trainees must read, and publish it when it should stand as the version they attest to.

What happens next

Trainees read and attest to the published version. A later version is a new publish. The earlier one remains what they already attested to, and it can still appear in an audit pack.

Common problems

• A missing Documents link is the plan, not a broken page. Billing is where the plan is changed.
• Staff seats do not make someone a trainee. A colleague you invite under Staff seats works on the trainer side. People who must read the document are enrolled on a course.