Keep every training document secure in the cloud, linked to the records it belongs to, and ready when an auditor asks.
Audit-ready
When documents live everywhere, audits become a scramble
Scattered files
Certificates, sign-in sheets, and course materials sit across shared drives, inboxes, and desktops. Nobody knows which version is current.
Disconnected from records
Documents aren’t tied to the learner, course, or event they belong to. Finding proof for one person means searching everywhere.
No control over access
Sensitive files are either locked away from people who need them or open to everyone.
Secured, connected training documents
Administrate’s built-in document management system keeps your training library in one secure, cloud-based platform. Link documents to accounts, contacts, events, courses, learning paths, opportunities, projects, and achievements so every related file shows on that record. Upload a new revision and it becomes the current version under the same reference, so every email template and communication trigger that uses it sends the latest version automatically.
Documents linked to your training data
Because every document is linked to the records it relates to, your documents become part of the data Administrate works with. Ask AI Assistant to find the records and documents you need to respond to an audit request, and it works only from your data. If it can’t find an answer, it stops and tells you instead of making one up.
Control who sees what
Set access to each folder by user role, from no access to read only or read and write. Need to share specific documents with roles that can’t see the full library? Tag them as public and they appear on a shared Public Documents page without opening up everything else.
Frequently asked questions
Yes. Folder access is set by user role (no access, read only, or read and write), and a public tag lets you share individual documents with roles that don’t have full library access.
