Editor

The Editor is where you build your material's content. It's organised into modules containing units—the individual content blocks and questions that make up your material.

Editor Layout

When editing a material, you'll see:

• Sidebar: Navigate between modules and units, access settings.
• Content area: Edit the selected unit's content.
• Header: Material title, publish button, and navigation.

Modules

Modules are sections that group related units. Think of them as chapters or topics.

Creating Modules

1. In the sidebar, click Add module.
2. Give your module a title (or leave blank for auto-numbering).
3. Add units to the module.

Managing Modules

• Reorder: Drag modules in the sidebar to change their order.
• Rename: Click the module title to edit it.
• Delete: Click the module menu and select delete (removes all units inside).

Units

Units are the content blocks within modules. The available unit types depend on your material type (see Material Types).

Adding Units

1. Select a module in the sidebar.
2. Click Add a unit or use the unit picker at the bottom.
3. Choose the unit type.
4. Edit the unit's content.

Unit Types

Page

The most versatile unit—a powerful block editor for rich content. Pages support text formatting, media, interactive elements, and AI-powered content generation.

Use pages for explanatory content, instructions, or any information you want to present.

The Block Editor

Page units use a block-based editor that makes it easy to create rich, engaging content. Here's how to use its key features.

Slash Commands

Type / anywhere in the editor to open the command menu. This is the fastest way to add new content blocks.

AI

Interactive

Text

Layout

Media

The Bubble Menu

Select any text to reveal the bubble menu—a floating toolbar with formatting options and AI assistance.

AI Improve: Click the sparkle icon to access AI-powered text improvements:

• Improve writing — Enhance clarity and flow
• Fix spelling & grammar — Correct errors automatically
• Make longer — Expand the selected text
• Make shorter — Condense the selected text
• Simplify language — Make text easier to understand
• Change tone — Adjust to Professional, Casual, Friendly, etc.
• Translate — Convert to another language (11+ languages supported)

Formatting options:

• Content type (paragraph, headings)
• Font size and font family
• Bold, italic, strikethrough, underline
• Links
• Text and highlight colors

AI Block

The AI block lets you generate content directly in the editor. Type / and select AI block, or use it to quickly create paragraphs, lists, or explanations.

1. Type a prompt describing what you want (e.g., "Write 3 tips for password security").
2. Toggle options:
   • Context — Include content from your existing materials for relevance
   • Brand — Apply your organisation's Brand Kit style guidelines
3. Click generate and watch the content stream in.
4. Click Accept to insert the content, or edit your prompt and regenerate.

Flash Cards

Flash cards create interactive study aids. Learners click to flip and reveal the answer.

1. Type / and select Flash Card.
2. Enter the front content (question or prompt).
3. Enter the back content (answer or explanation).

Flash cards are great for vocabulary, definitions, or quick knowledge checks.

Callouts

Callouts draw attention to important information with styled boxes.

1. Type / and select Callout.
2. Choose the type: Info, Success, Warning, or Error.
3. Enter your message.

Use callouts for tips, warnings, prerequisites, or key takeaways.

Tables

Insert tables to organise data or create structured layouts.

1. Type / and select Table.
2. A 3x3 table is inserted by default.
3. Click cells to edit content.
4. Use the table menu to add/remove rows and columns.

Table of Contents

Automatically generate navigation based on your headings.

1. Type / and select Table of Contents.
2. The ToC updates dynamically as you add or change headings.

Learners can click entries to jump to sections. This is especially useful for longer pages.

Columns

Create side-by-side layouts for comparing content or better visual organisation.

1. Type / and select Columns.
2. Two columns are created.
3. Add content to each column independently.

Media Embeds

Images, Video, Audio:

1. Type / and select the media type.
2. Upload a new file or choose from your Media Library.
3. Click to insert.

PDF Documents:

1. Type / and select PDF.
2. Upload a PDF file.
3. An interactive PDF viewer is embedded—learners can scroll through pages.

YouTube Videos:

1. Type / and select YouTube.
2. Paste the YouTube URL.
3. The video embeds with a player.

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Single Choice (Courses & Surveys)

A question with one correct answer (courses) or one selection allowed (surveys).

Configuration:

• Question text
• Answer options (add as many as needed)
• Mark the correct answer (courses only)
• Optional explanation shown after answering

Multiple Choice (Courses & Surveys)

A question allowing one or more selections.

Configuration:

• Question text
• Answer options
• Mark correct answers (courses only)
• Optional explanation

Matching (Courses only)

Pair items from two columns.

Configuration:

• Left column items
• Right column items
• Define correct pairings

Ranking (Surveys only)

Collect preference rankings.

Configuration:

• Items to rank
• Learners drag to reorder by preference

Rating (Surveys only)

Collect feedback on a scale.

Configuration:

• Question text
• Scale range (e.g., 1-5)
• Optional labels for scale endpoints

Signature (Policies only)

Capture the learner's signature.

Configuration:

• Instructions or context text
• Learners draw or type their signature when completing

Executive Signature (Policies only)

Display a pre-uploaded admin signature.

Configuration:

• Select which admin's signature to display
• The signature appears as a static image in the policy

Admins upload their signature in Settings > Signature.

Checklist (Policies only)

A list of items to acknowledge.

Configuration:

• Checklist items
• Learners must check all items to proceed

Collaborators

By default, only the material creator and Admins/Owners can access a material. Collaborators let you give other Creators access to edit.

Who Can Collaborate

• Admins and Owners: Always have access to all materials.
• Creators: Can only access materials they created or are added to as collaborators.

Adding Collaborators

1. Open the material in the editor.
2. Go to Manage tab (or click the collaborators icon).
3. Search for users to add.
4. Select users to grant them edit access.

Collaborators can:

• View and edit all content
• Add and remove units
• Cannot delete the material or change core settings

Removing Collaborators

1. Open the material's Manage tab.
2. Find the collaborator to remove.
3. Click remove to revoke their access.

Resources

Resources are downloadable files you attach to a material. Learners can download them while taking the assignment—useful for supplementary materials, templates, or reference documents.

Adding Resources

1. Open the material in the editor.
2. Go to the Resources tab.
3. Click Upload or drag files into the upload area.
4. Files are attached to the material.

Supported Files

You can upload most common file types:

• Documents (PDF, Word, Excel, PowerPoint)
• Images
• Archives (ZIP)

Learner Experience

When completing the material, learners see a resources section where they can download any attached files. Resources are optional—they don't affect completion.

Managing Resources

• Delete: Remove a resource from the material.
• Replace: Upload a new version of a file.

Resources are tied to the material, not specific units. They're available throughout the entire learning experience.

Preview

Before publishing, preview your material to see it from a learner's perspective.

1. Click Preview in the editor header.
2. Navigate through modules and units as a learner would.
3. Test questions and interactions.
4. Exit preview to return to editing.

Preview doesn't save any progress or responses—it's purely for review.

Autosave

The editor automatically saves your changes as you work. You'll see a "Saved" indicator in the header. If you lose connection, changes are preserved locally and synced when you reconnect.