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Manage course briefcases

Learn how to manage training course briefcases via the web app.

What's a course briefcase?

We understand that sometimes, you might have content that doesn't have to be part of a training curriculum but is helpful as supporting documentation. For these scenarios, you can upload files, including images, videos, and documents, to course briefcases for your teams to view when they need additional context for their training.

Add a file to a course's briefcase

  1. Log in to the web app.

  2. Select Training iconTraining from the menu on the left-hand side.

  3. If you're on the "Learn" page, click Content at the top of the page and select Courses.

  4. Hover your cursor over the course and click View or Edit.

  5. If you're editing an existing course and it's published, click Edit iconEdit on the upper-right of the page.

  6. Select Set up at the top of the page and select Briefcase iconBriefcase on the left-hand side.

  7. Click Plus iconNew document.

  8. On this page, configure the following settings for the file:

    • Title (required): Enter a title for the file.

    • Description: Describe the purpose of the file.

    • Add Your Document (required): Upload your file. You can upload a supported file of up to 60MB in size.

    • Document Prerequisites: Depending on the file's content, you can set it to be locked until selected lessons are completed in the course.

  9. Once you're ready, click the "A DRAFT" dropdown menu and select Published. Add a file to a course's briefcase via the web app.

  10. Changes are saved automatically.

Delete a file from a course's briefcase

  1. Log in to the web app.

  2. Select Training iconTraining from the menu on the left-hand side.

  3. If you're on the "Learn" page, click Content at the top of the page and select Courses.

  4. Hover your cursor over the course and click View or Edit.

  5. If you're editing an existing course and it's published, click Edit iconEdit on the upper-right of the page.

  6. Select Set up at the top of the page and select Briefcase iconBriefcase on the left-hand side.

  7. Click image on the file's right-hand side.

  8. In the pop-up window, click Delete.

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