Manage mandatory documents

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

Prerequisites

• Admin role.
• Training created (draft or published).

1. The six document types

Type	Purpose
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

2. Upload a document

1. Open the Documents tab of the training.
2. Click Upload next to the relevant type.
3. Select a file (PDF, JPG, PNG or DOCX, ≤ 10 MB).
4. The document is created as a draft with an automatic version number.

3. Publish and version

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

See Version a document for the full lifecycle.

Tip: 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.

Important: publishing these documents directly feeds Qualiopi indicators. The compliance dashboard flags any published training missing an expected document.

What’s next?

• Version a document : manage the draft → published → archived cycle.
• Understanding the compliance dashboard : verify the document indicators are green.