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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.

Please note that the Training feature is currently in Early Access. If you would like to sign up for Early Access, please register your interest, and our team will contact you.

Add a file to a course's briefcase

  1. Log in to the web app.

  2. Click Training iconTraining from the menu on the left-hand side and select Manage.

  3. Hover your cursor over the course and click Edit.

  4. Click Settings iconSettings on the lower-left of the page.

  5. In the pop-up window, select Briefcase and click Plus iconAdd a document.

  6. 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.

  7. 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.

  8. Changes are saved automatically.

Delete a file from a course's briefcase

  1. Log in to the web app.

  2. Click Training iconTraining from the menu on the left-hand side and select Manage.

  3. Hover your cursor over the course and click Edit.

  4. Click Settings iconSettings on the lower-left of the page.

  5. In the pop-up window, select Briefcase and click image on the file's right-hand side.

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

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