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Add documents to a training session

This article is intended for administrators.

It is now possible to add, view, and share documents directly from training sessions.

📁 Where to find the documents?

In the training sessions

A new tab "Documents" is available in the training sessions, where you will find all the documents related to a session.

In the employees' profiles

A new column has been added in the "Training" tab of the users' profiles. It indicates the number of documents available for each training session.

The documents are accessible for download by clicking on this number.

🗣️ Who can add, modify, or delete a document?

Add a document.

Only administrators with access rights to a training session can add a document to it. To learn more about the rights associated with the Training product: Manage the rights associated with the Training product.

💡 Note: As part of the MLA, entity administrators also have the ability to add documents to a session if its creator is part of the entity to which they have access.

Modify the settings or delete a document.

Only administrators with access rights to a training session can modify or delete a document. To learn more about the rights associated with the Training product: Manage the rights associated with the Training product.

To do this, they must click on the name of the session > Documents > Menu > Modify settings/Delete.

💡 Note: As part of the MLA, entity administrators can only modify documents that have been added by themselves or by an administrator from the same entity.

🗂️ Add a document

From the "Documents" tab, you can click on "Attach a document" to open the following modal:

Name & format of the document

  • The name displayed on the platform is the original name of the file as it appears on your computer.
  • Accepted formats: .pdf, .xlsx, .pptx, .docs
  • Maximum file size: 5 MB
  • Maximum number of files per import: 10

Choose the recipient of the document

Choose whether you want the document to be linked to:

  • A session: all participants will have access to it
  • A specific participant: Visible only to that participant

💡 Note: If you link a document to a participant, you will only be able to select one participant per upload, even if you add multiple files at once.

Confidentiality & Visibility

The documents will always be visible to administrators (the box cannot be unchecked).

  • For documents related to sessions: by default, employees and managers do not have visibility on the documents; you may check the box to grant them visibility.
  • For documents related to participants: by default, managers and employees will have visibility on the documents; you may uncheck the box to restrict their visibility.

💡 Note: If the documents are visible to employees and their managers, they will be accessible & downloadable via the participant's profile in the "Training" tab.

👀 View and download documents

As an administrator

Administrators can access the documents from the training sessions and from the participants' profiles by clicking on the number of related documents.

💡 Note: Documents can only be downloaded from the platform; it is not possible to view them directly on the platform.

As a participant or as a manager.

Collaborators and managers can view the documents from the "Training" tab in the profiles.

For each training session, they will be able to find the number of documents that have been associated.

By clicking on the number of documents, they will be redirected to a modal listing all the documents attached to the session, and will be able to download them individually.

💡 Note: Documents can only be downloaded from the platform; it is not possible to view them directly on the platform.

📄 Importing and Exporting

  • Export: Documents are not included when exporting training sessions.
  • Import: It is not possible to import documents in bulk into a training session from Elevo. For specific cases, do not hesitate to contact support.