Assigning Smart Documents is a crucial aspect of effective coaching in upcoach. This guide provides a straightforward approach to assigning these interactive documents to clients.
For a more in-depth look at how the Smart Documents feature works in upcoach, check out our Smart Documents: A Dynamic Coaching Tool in upcoach article in the Mastery Series collection.
Before you can assign smart documents, ensure you have created a program and added your clients to it.
Inside a Program
Create and Design New Smart Document Templates (If not already present)
Add and Configure a Smart Documents Block (If not already present)
Create and Assign a New Smart Document
Click on the ‘New’ button within the Smart Documents Block.
Name: Enter a concise yet descriptive name that captures the document's purpose or the intention behind it.
Assignee: Select an option from the dropdown:
For Multiple Clients: If you need to assign the document to more than one client, select each client individually from the list or choose 'Assign to all program members' for broader distribution. This action creates a separate document for each selected client, ensuring personalized assignment within the program.
For a Specific Client: To assign the document to an individual client, simply select that client from the dropdown list. This will create and assign one document specifically for the chosen client.
For Collaborative Editing: Opt for 'Assign as a collaborative document' if you want to enable all clients in the program to edit and access a single shared document. This option is ideal for activities that require group collaboration, as it allows every program member to view and contribute to the same document.
Template: Choose a template to serve as the blueprint for the newly created document(s).
Finalize and Assign: Click “Create” to create and assign the document(s). Clients will receive notifications based on their preferences.
Video Guide - Click here to see how to assign a smart document to your clients inside a program
Video Guide - Click here to see how to assign a smart document to your clients inside a program
Important Note on Document Visibility
Program-Based Visibility Settings: The visibility of Smart Documents among clients within a program is governed by the settings in the Smart Documents Block within the program editor. These settings determine whether clients can see each other's documents. For more detailed information on how to adjust these settings, refer to the section titled Program Smart Documents Block in the article Smart Documents: A Dynamic Coaching Tool in upcoach.
Collaborative Document Visibility: It's important to note that collaborative documents, created with the 'Assign as a collaborative document' option, are always visible to all members of the program. This ensures that every participant in the program can view and edit these documents, fostering a collaborative environment.
Within a Course
Incorporating Smart Documents into course lessons is a strategic way to complement learning with interactive and structured activities. Here's how you can assign Smart Documents to your clients within your courses:
Edit Your Course: Open the course you want to modify and enter editing mode.
Select the Lesson: Navigate to the specific lesson where you intend to integrate the Smart Document.
Add a Smart Document Block: Drag-and-drop a Smart Document block into your chosen lesson.
Configure the Smart Document Block:
Choose a Template: Select an appropriate template that reflects the lesson's objectives and content.
Configure Visibility: Decide how the Smart Document will appear in the lesson:
Link Option: Provides a link to the assigned document, allowing clients to access it separately.
Embed Option: Embeds all or a specific section of the assigned document into the lesson, making it editable directly within the lesson interface.
Important Notes
Smart Document Assignment Upon Lesson Release: The Smart Document is automatically assigned to the client when the lesson is released.
Unique Document Creation: Each assigned Smart Document is unique to the client, allowing for personalized interaction and responses.
By following these steps, you enable a seamless integration of Smart Documents into your course lessons, enriching the educational experience with engaging and tailored interactive documents.
Assigning Smart Documents in upcoach is a clear and efficient process that greatly enhances the interactivity and depth of the coaching experience. By adhering to these guidelines, coaches can ensure that their clients have access to well-structured, engaging documents that not only provide clear guidance but also actively involve them in their developmental journey.