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Add or link files to courses

Learn how to add or link files from Documents to courses via the web app so your team can easily access training documents in one place while taking the course.

How does adding and linking files work?

When you add or link files to a course, you can either upload new files or reuse existing ones from the Documents feature that are already shared by your team. Adding files allows you to upload training materials that are specific to a course, such as reference guides, while linking files lets you reuse existing manuals, procedures, or policies without uploading them again.

This helps teams keep training materials consistent across courses by managing files in Documents, so updates apply wherever the file is used. It also reduces duplication and ensures users always see the most current materials as they move through a course.

Add files to a course

  1. Log in to the web app.

  2. Select Training iconTraining in the sidebar or select it in Assets gallery view iconMore.

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

  4. Create a new course or click View or Edit on an existing one.

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

  6. Click Plus icon on the upper-left and select Note iconStandard.

  7. Click Plus point iconNew slide on the left-hand side of the page.

  8. In the pop-up window, click File iconFile and select Add file.

  9. Click Browse in the "File" section on the right-hand side panel to select files.

  10. In the pop-up window, click Upload.

  11. Drag your files or click browse to select files.

  12. Select a folder from the dropdown to save your file, or create a new one. Then, click Save here.

  13. Click Add file.

You can only link files from the Documents feature that you have access to.

  1. Log in to the web app.

  2. Select Training iconTraining in the sidebar or select it in Assets gallery view iconMore.

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

  4. Create a new course or click View or Edit on an existing one.

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

  6. Click Plus icon on the upper-left and select Note iconStandard.

  7. Click Plus point iconNew slide on the left-hand side of the page.

  8. In the pop-up window, click File iconFile and select Add file.

  9. Click Browse in the "File" section on the right-hand side panel to select files.

  10. In the pop-up window, select the file you want to link.

  11. Click Add file.

You can upload files up to 100MB in PDF, DOCX, DOC, XLS, and XLSX formats.

Frequently asked questions

Download the documents from the course briefcase in your course. Then, add a new file slide to upload the files. Once uploaded, you can manage the files from Documents while keeping them accessible within the course.

Course briefcase showing the option to download an uploaded document.

Anyone assigned to the course can see the file even if they do not have "View" file access.

Linked files must be removed from the course before they can be archived or deleted.

If a linked file has expired, you will can still view the file in the slide and continue the course as usual. To access the latest version of the file, check with your administrator.

The linked file will remain linked to the course. Anyone taking the course can still view the file, even if it is moved to a different folder in Documents.

When a course is translated, linked files are not translated and remain in their original language. To keep the content consistent, add the translated version of the file separately to the translated course.

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