Manage mandatory documents

Each training carries its documents in the Documents tab. They are sorted by type, versioned and dated.

The six document types

Type	Use
Teaching programme	The detailed training programme
Course material	The materials handed to learners
Welcome booklet	Practical onboarding information
Internal rules	Rules that apply during the training
Certificate template	The end-of-training certificate model
Terms (T&Cs)	Your general terms

Upload a document

The admin picks a type and uploads a file (PDF, JPG, PNG or DOCX, ≤ 10 MB). The document is created as a draft with an automatic version number.

Publish and version

When you publish a version, the previously published version of the same type is automatically archived: there is therefore only one active version at a time per type. Archived versions stay viewable — that is your evidence history. See Version a document.

Link to compliance

Publishing these documents directly feeds several Qualiopi indicators (programme, booklet, rules, terms for indicator 2; course material for indicator 19). The compliance dashboard flags any published training missing an expected document.

Good practice

Upload the document when it is approved, not the night before the audit. Evidence dated as you go is always stronger than a folder rebuilt after the fact.