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Training Information

We offer a free online training course designed to help familiarize yourself with  Agiloft. The training course combines instruction on key functionality, hands-on practice exercises, and scored quizzes to assist you in learning the system.

Sign Up for the Training Course

To take the training course, create an account at the Agiloft Support Portal, sign up for the training course from your account, and then create a free account at ProProfs, the web-based training platform that hosts the training course.

Turn off any pop-up blockers or ad blockers before signing up for the training and while taking the training. These apps can interfere with the pop-ups used by training.

Create a Support Account

  1. Go to the Support Portal and click "create your own user account."

  2. Enter your user information, making sure to enter your name, email address, login, and password.

    You must choose a login and enter a working email address so that you can verify your account and log in to the system.

  3. Click Save.

  4. Go to your email, open the account verification email, and click the link to verify your account.

  5. Enter your login credentials in the authentication prompt and click OK. You're redirected back to the Support Portal login page.

Sign up for the Training

After validating your account, you can sign up for the training course.

  1. Log in to the Support Portal.
  2. Click Sign up for Training.
  3.  Select your training goal and choose your current level of technical sophistication. These choices do not impact the training are only used for record-keeping purposes.
  4. Click Save. The system sends you an email with further instructions

Get Set up to Start the Training

After signing up for the training course, wait a few minutes for the training welcome email. Follow the instructions it contains to get set up to start the training.

Step 1: Create a ProProfs Account

First, create an account with ProProfs, our external training platform. ProProfs contains the modules, videos, and quizzes that make up the training course.

  1. Click the link in the email to open ProProfs, and then select Sign Up.
  2. Enter the required information and click Register. The ProProfs login credentials you enter are independent of your login credentials to the Support Portal.
  3. In the prompt that appears, click Login. You're taken to the ProProfs classroom, but do not start the training yet.

Step 2: Open Your Knowledgebases

Next, access the two knowledgebases (KB) that have been created for you. A KB is an instance of the   Agiloft software. 

  • Practice KB: Use this KB to complete the practice exercises in the training course. 
  • Example KB: Use this KB to check your work or find help if you get stuck. The Example KB is a finished, built-out knowledgebase that reflects the system after all the practice exercises have been completed.

You can open your KBs in two ways:

  • Directly access your Training Signup record:
    1. Click the link in the welcome email, enter your Support Portal login credentials, and click OK.
    2. Click Login to Practice KB and Login to Example KB.
  • Log in to the Support Portal:
    1. Go back to the Support Portal and, if necessary, log back in.
    2. Click the My Profile tab.
    3. In the Training Signups embedded table, click Login to Practice KB and Login to Example KB.

Step 3: Begin the Training Course

After you create your ProProfs account and open your KBs, you can begin the training course.

  1. Go to the ProProfs classroom.

    You can always get to the ProProfs classroom by directly accessing your Training Signup record from the training welcome email or by logging in to the Support Portal and clicking the My Profile tab. From either location, click Go to Online Training.

  2. Click Start on Unit 1, and select the Agiloft Introduction and Overview module to begin. The training is designed to be taken sequentially, so make sure to complete the units, modules, and practice exercises in order.


View the Training Course Without Signing Up

If desired, you can view the training course without signing up by using the below links. Because the system does not generate training knowledgebases when you view the training this way, you won't be able to complete the practice exercises.

When you access the training course without signing up, you are still prompted for your name and email in ProProfs. If your email is already on file, you'll be asked if you want to resume the training course. Otherwise, you will simply start the training. 

Unit 1

View Unit 1 of the training.

 

Unit 2

View Unit 2 of the training.

Unit 3

View Unit 3 of the training.

If you view the training without signing up and you later set up a training account through our website, you must email training@agiloft.com. Once you view the training without signing up, the system cannot automatically enroll you in the training course, so you must be manually enrolled.

Training Unit Overview

The training course has three units, which are designed to be taken sequentially and are tailored to different kinds of users. When you sign up for the training course, you have access to all three units, but you might choose to only take one or two units.

  • Unit 1—The Basics: Focuses on basic functionality in the system and introduces you to topics like records, views, saved searches, charts, reports, users, and the look and feel of the system. This unit is beneficial for all new users, but it's especially relevant for basic power users who will use the system and won't configure it.
    Estimated time to complete: 14 hours and 30 minutes
  • Unit 2—Configuration: Covers advanced functionality and discusses how the core parts of the system are configured, such as tables, fields, actions, rules, workflows, and print templates. This unit is geared toward admin users and other power users who want to configure the system and understand it at a deeper level. If you're not an admin user or won't configure the system, you don't need to take this unit.
    Estimated time to complete: 40 hours
  • Unit 3—Advanced Design and Configuration: Discusses advanced design scenarios and system configuration for an implementation of  Agiloft. This unit is for advanced users,  Agiloft partners who want to become certified administrators, and anyone implementing their own system. For other users, this unit is optional.
    Estimated time to complete: 21 hours

Additional Resources

For more information about the training and additional training resources, visit the Online Training page of the  Agiloft website. If you have further questions, need additional help, or want to see your quiz score report while taking the training, contact training@agiloft.com.

Standalone Training Courses

Agiloft offers several standalone training courses that are not included in the main Administrator Training course. These courses cover individual topics that you might find useful, depending on your interests, experience with  Agiloft, and familiarity with contract management.

When you start one of the standalone courses, you'll be asked to enter your name and email. If you take one of these courses and later sign up for the Administrator Training course with the same email, you'll need to reach out to training@agiloft.com so that you can be manually enrolled in that course.

Contract Lifecycle Management (CLM)

The Contract Lifecycle Management (CLM) course provides an introduction for people new to CLM. Learn the basics about CLM, including why CLM is important, what companies want from a CLM system, and how Agiloft provides a solution.

Take the Contract Lifecycle Management (CLM) course!

Agiloft Contract Assistant

The Agiloft Contract Assistant (ACA) course provides an overview of how you can use the ACA to expand your system's functionality. Learn how to navigate the ACA interface, configure the ACA for your own system, and practice using the ACA to process key terms and clauses in a contract. Two versions of the course are available, depending on whether your system has artificial intelligence (AI) enabled.

Take the Standard Agiloft Contract Assistant course!

Take the AI-Enabled Agiloft Contract Assistant course!

Entity Set Sync

The Entity Set Sync course covers how you can use  Agiloft's sync capabilities to transfer one portion of a KB to another KB. Learn all about the sync process and then practice it yourself, including how to prepare your KB, create an entity set, and complete the sync.

Take the Entity Set Sync course!

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