What is the Courses Feature?
The Courses feature is one of the most flexible features Connecteam has to offer. Using courses allows you to create a specific process you want your employees to go through, by adding a variety of sections and objects within those sections This article’s example will be uploading a document for users to read and then sign.
How do I activate the Courses feature?
To activate the courses add it to your left sidebar, and then name the course to how you want your users to see it on their phones. In our example, we will name our course “Company Documents.”
What does a Read and Sign Contain?
The read and sign usually has two sections:
A Description Object - this may include text, or images, or a declaration which the users will need to acknowledge.
Acknowledgment - the acknowledgment section can be implemented in various ways, and will usually include "your name", "date of signing", and a "signature" element.
Step by Step: Creating a Read and Sign.
Step 1: Name Your Section
The first thing you will do when uploading a document to the Courses feature is to name the section. In our example, I named the section “Read and Sign.”
Step 2: Add a Form Object
After naming the section you add a form object. This is where you will create the read and sign itself.
Step 3: Add the relevant fields within the form
Within the form will add four fields:
Description Field - This field will contain all the contents you want your users to sign off on.
Open text field - This is where users will type their names. Although when submitted the entry itself will contain the user's name, adding this field will include their name printed right above the signature. This creates more of a commitment from the user and therefore it is recommended.
Date field - Here users will enter the date of acknowledgment. Again while each entry is time-stamped, adding a date field causes the date to appear next to the user’s names and signature. This requires more of a commitment from the user and creates a more professional look.
Signature - Here users will be able to include their signature on file.
In the picture below you can see all these fields inside the form, as well as a preview of how it will look on the user's end.
Set the form fields as required: When creating the fields within the form be sure to set them as required. This will ensure that your uses fill out all the required information before being able to submit the form.
Limit the entries per user to a single entry: By default, Forms can be submitted multiple times. However, when creating a read & sign form, you only need a single entry per user. You can limit the number of entries under the form settings page:
How Will the Form Look?
Every form entry automatically generates a PDF copy that can be sent to a predefined email address. To read more about auto-distribution of PDF copies here.
Below is an example of how the form we created above will look