Digiforma

Sarah Malledant

Find all the answers to your questions about Digiforma's administrative management features

Course administration

Learn how to organise your sessions by columns and according to their current status: projects, planning in progress, planned or completed

"All My Sessions" tab: How can I organise my training sessions?

We explain in which cases each type of training is used.

What is the difference between external and internal training?

In this article we explain how the module system works within the training sessions

How do the modules in a session work?

In each session, select the type of client that matches your learners' work status

Identification of the different types of learners in Digiforma: Private Individual, Self-Employed or Company Employee

Manage your external training sessions quickly and easily by adding several different clients

How can I register several clients for the same training session?

What can I do if some of my client's learners don't follow the same modules?

We explain how to add several locations to the same Digiforma training session

How to add one or more locations to a training session?

How to generate documents in a training session (contracts, quotes, etc.) and how to send them by email or download them

Documents: generate, download, modify and email training session documents

Create, list and send your quotes from the integrated CRM or from a training session

How can I manage quotes within Digiforma?

Digiforma allows you to duplicate your sessions as well as some of the contents linked to it

How do I clone or duplicate a training session and its contents?

Find in this article what you need to know to remove a learner from a session and what the consequences are.

How can I delete a learner from a training session?

Let's take a look at what the multi-centre feature can do for you, and how to go about it!

How does the multi-centre feature work?

Create and manage your training sessions

Discover the two types of dates that Digiforma offers and how they work: fixed dates and date ranges

Training dates in Digiforma: what type of date should I choose and how does it work?

Specify dates, slots and times for your training sessions

Everything you need to know about programme variants and clones

How do variants and clones of programmes work?

Save your training programmes

Assign skills to your trainers and your training programmes to make it easier to keep track of your training courses.

How does skills management work?

Assign a trainer to a session and manage that trainer

Save time and digitize your processes with certified electronic signatures.

How does electronic signature work in Digiforma?

Electronic signatures in Digiforma

Learn how to generate micro-certifications and send them to your learners!

Creating a micro-certification in Digiforma

Track your learners individually 

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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