Use the material editor
Build your materials with modules, units, and rich content.
The editor is a reference for building modules, units, page content, and attached resources. Use the section for the editor surface you need.
Find editor surfaces
When editing a material, you see:
- Sidebar: Navigate modules and units or open settings
- Content area: Edit the selected unit
- Header: Review the material title, publish, or navigate
Organise content with modules
Modules are sections that group related units. Think of them as chapters or topics.
Create a module
Add a section to hold one or more units.
In the sidebar, select Add module.
Enter a title, or leave it blank for automatic numbering.
Add units to the module.
Manage modules
Use the sidebar to:
- Reorder: Drag a module in the sidebar
- Rename: Select the module title
- Delete: Open the module menu and select delete; this also removes its units
Module requirements
Add content with units
Units are the content blocks within modules. The available unit types depend on your material type (see Material Types).
Add a unit
Choose the content or question type that the material needs.
Select a module in the sidebar.
Select Add a unit or use the unit picker.
Choose the unit type.
Edit the unit’s content.
Compare unit types
Page
Page units support formatted text, media, interactive elements, and artificial intelligence (AI) content generation.
Use pages for explanatory content, instructions, or any information you want to present.
Each page supports up to 50,000 text characters.
Configure single choice for courses and surveys
A question with one correct answer (courses) or one selection allowed (surveys).
Configure:
- Question text
- 2 to 10 answer options
- Mark the correct answer (courses only)
Configure multiple choice for courses and surveys
A question allowing one or more selections.
Configure:
- Question text
- 2 to 24 answer options; the manual editor lets you add up to 10
- Mark correct answers (courses only)
Configure matching for courses
Pair items from two columns.
Configure:
- Left column items
- Right column items
- Define correct pairings
- 2 to 10 pairs
Configure fill in the blanks for courses
Ask learners to complete a sentence by filling one or more blanks.
Configure:
- Question text
- Sentence text with one or more blanks
- Text blanks with accepted answers
- Dropdown blanks with answer options, correct options, and option order
Configure open answers for courses
Collect a free-text response in the learner’s own words.
Configure:
- Question text
- Response character limit, up to 2,000 characters
- Responses are qualitative and not auto-graded
Configure ranking for surveys
Collect preference rankings.
Configure:
- 2 to 10 items to rank
- Learners drag to reorder by preference
Configure ratings for surveys
Collect feedback on a scale.
Configure:
- Question text
- Number scale of 1 to 5, 1 to 7, or 0 to 10
- Emoji scale of 1 to 3 or 1 to 5
- Optional labels for scale endpoints
Configure learner signatures for policies
Capture the learner’s signature.
Configure:
- Instructions or context text
- Learners draw or type their signature when completing
Configure executive signatures for policies
Display your signature or a signature that an Admin or Owner has shared with you.
Configure:
- Select an available signature
- The signature appears as a static image in the policy
Admins and Owners create signatures and manage access in Settings > Signature.
Configure checklists for policies
A list of items to acknowledge.
Configure:
- 1 to 10 checklist items; the manual editor keeps at least 2
- Learners must check all items to proceed
Use the page editor
Page units use a block editor. Type / to add content or select text to edit it.
Add blocks with slash commands
Type / in the editor to open the command menu.
Generate with AI
| Command | Description |
|---|---|
| AI block | Generate content using AI based on a prompt |
Add smart field blocks
| Command | Description |
|---|---|
| Title | Insert the current material title |
| Author | Insert the material author name |
| Organisation | Insert the organisation name |
| Version | Insert the current published version number |
| Published Date | Insert the last published date |
Add interactive blocks
| Command | Description |
|---|---|
| Flash Card | Create an interactive study card that flips to reveal the answer |
| Callout | Add a styled info, warning, success, or error box |
| Toggle list | Insert a collapsible section for expandable content |
Add text blocks
| Command | Description |
|---|---|
| Heading 1/2/3 | Section headings in different sizes |
| Bullet list | Unordered list with bullet points |
| Numbered list | Ordered list with numbers |
| Task list | Checklist with interactive checkboxes |
| Quote | Blockquote for citations or callouts |
Add layout blocks
| Command | Description |
|---|---|
| Table | Insert a data table |
| Table of Contents | Auto-generated navigation from your headings |
| 2 Columns | Two-column layout |
| 3 Columns | Three-column layout |
| 4 Columns | Four-column layout |
| 5 Columns | Five-column layout |
| Vertical tabs | Tabbed content in a vertical layout |
| Horizontal line | Visual divider between sections |
Add media blocks
| Command | Description |
|---|---|
| Image | Insert an image from library or upload |
| Video | Embed a video file |
| Audio | Add an audio player |
| Embed a Portable Document Format (PDF) viewer | |
| YouTube | Embed a YouTube video by web address |
| Web Bookmark | Insert a preview card from a web address |
Insert smart fields
Smart fields are inline placeholders that pull in material metadata automatically. They are useful when you want a page to stay in sync with details like the material title or version number without updating the text manually each time.
Type / in a page unit.
Choose Title, Author, Organisation, Version, or Published Date.
Continue writing after the inserted field.
Smart fields display the current value for that material. If the title changes later, the smart field shows the updated title instead of keeping the old text.
Format selected text
Select text to reveal the bubble menu with formatting and AI controls.
AI Improve: Click the sparkle icon to access AI-powered text improvements:
- Improve writing: Enhance clarity and flow
- Fix spelling & grammar: Correct errors
- Make longer: Expand the selected text
- Make shorter: Condense the selected text
- Simplify language: Make the text easier to understand
- Change tone: Choose Professional, Casual, Straightforward, Confident, or Friendly
- Translate to: Choose English, Spanish, French, German, Japanese, Chinese Simplified, Ukrainian, Portuguese, Italian, or Afrikaans
The bubble menu includes:
- Content type (paragraph, headings)
- Font size and font family
- Bold, italic, strikethrough, underline
- Links
- Text and highlight colors
Generate an AI block
The AI block generates paragraphs, lists, or explanations from a prompt.
Enter a prompt, such as “Write three tips for password security”.
Use the microscope icon to include content from existing materials.
Use the swatch-book icon to apply your organisation’s Brand Kit.
Select the arrow icon or press Enter to generate the content.
Select Accept, or edit the prompt and generate again.
AI availability
Add flash cards
Flash cards create interactive study aids. Learners click to flip and reveal the answer.
Type / and select Flash Card.
Enter the question or prompt on the front.
Enter the answer or explanation on the back.
Use flash cards for vocabulary, definitions, or knowledge checks.
Add callouts
Callouts draw attention to important information with styled boxes.
Type / and select Callout.
Choose Info, Success, Warning, or Error.
Enter the message.
Use callouts for tips, warnings, prerequisites, or key takeaways.
Add tables
Insert tables to organise data or create structured layouts.
Type / and select Table.
Edit the default 3 × 3 table.
Use the table menu to add or remove rows and columns.
Add a table of contents
Automatically generate navigation based on your headings.
Type / and select Table of Contents.
Add or edit headings and review the updated table of contents.
Learners can click entries to jump to sections. This is especially useful for longer pages.
Add columns
Create side-by-side layouts for comparing content or better visual organisation.
Type / to open the command menu.
Select 2 Columns, 3 Columns, 4 Columns, or 5 Columns for the layout you want.
Add content to each column.
Embed media
Embed images, video, or audio
Type / and select the media type.
Upload a file or choose one from the Media Library.
Select the file to insert it.
Embed a PDF document
Type / and select PDF.
Upload a PDF file.
Review the embedded viewer.
Learners can scroll through the document in the embedded viewer.
Embed a YouTube video
Type / and select YouTube.
Paste the YouTube web address.
Review the embedded player.
Insert a web bookmark
Type / and select Web Bookmark.
Paste a public https:// address, such as https://example.com.
Select Insert Bookmark.
Review the title, description, domain, and available image.
The bookmark supports only public web addresses and blocks private or internal addresses.
Manage collaborator access
The Settings > Collaborators surface gives other Creators edit access. See Manage material collaborators for eligibility, permissions, and steps.
Attach unit resources
Resources are downloadable files attached to individual units. Use them for supplementary materials, templates, or reference documents.
Add a resource
Attach one supported file to the selected unit.
Open the material in the editor.
Go to Content and open the unit.
Scroll to Resource and select Upload.
Select a supported file.
Each unit can have one attached resource. Use the Resources tab to view all resources attached across the material.
Check supported files
You can upload:
- Portable Document Format (PDF) documents
- Word documents (
.docx) - PowerPoint presentations (
.pptx) - ZIP (
.zip) and RAR (.rar) archives
Each resource file must be smaller than 500 MB.
Understand the learner experience
Learners see a download action on the unit with the resource. Resources do not affect completion.
Manage resources
Use the unit or the material’s Resources tab to manage an attachment:
- View all: Open Resources to see every attached file
- Download: Download from the unit or Resources
- Delete: Remove from the unit or Resources
- Replace: Delete the existing resource, then upload another file from the unit
Each resource belongs to a specific unit. Resources shows every attachment in the material.
Preview the material
Before publishing, preview the material from a learner’s perspective.
Select Preview in the editor header.
Navigate the modules and units.
Test questions and interactions.
Exit preview to return to editing.
Preview does not save progress or responses.
Check autosave
The editor saves changes as you work. The header shows Edited for an unpublished material or Draft · Edited after you publish it.