How to Upload Learner Documents

How to Upload Learner Documents



This guide will explain how to use upload Documents to learner accounts.

1. Log Into your Admin / System Admin Account.
If you have forgotten your account password, "Click" Forgotten Password?



2. Go to "Learner Search".




3. From here use your filter options to navigate to the learner you wish to upload documents for.



4. "Click" on the name of the learner you wish to upload documents for.




5. From the learner's Overview page, use the Actions drop-down and "click" Documents.




6. To view an existing document, "click" on its name. To add a new document, "click" Add File.



7. When adding a new document, "click" Choose File or "drag and drop" a file into the upload box. You also have the option to rename the document in the Label field and add any additional notes in the Notes field.



8. If 'Shared with the learner' is ticked, the learner will be able to view that document in their File Library. Otherwise, only Admins, Tutors and Moderators will be able to view the document from the learner's Documents tab.



9. "Click" Save to add the document to the learner's record. It can then be viewed from the Documents tab at any time.





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