Agiloft University is the home for all training and learning courses related to our Agiloft product. Here, you can access courses on topics from Searching to Security and more, including our Agiloft Administrator Training. You can also register by clicking the sign-up link on the same page.

Create a University Account

The first time you visit, you need to start by signing up.

1. Go to Agiloft University and click "Sign Up" under the login area.
   Image AddedLogin page with cursor over Sign up link

2. Enter your first name, last name, your business email address, and a strong password. Make sure to use a working email address so you can receive the account verification email, and use a business address rather than a personal one so that the domain can be authenticated.

3. Click Register and wait for the successful registration message.

4. Go to your business email inbox and check for a verification email. When you receive it, click the link to activate your University account.
   

   Warning
   Do not reset your password until you have activated your account via the verification email!  Doing so will cause errors with your account. Make sure to check your Spam and Junk email folders if you don't see the verification email. If you still haven't received the email after an hour, reach out to training@agiloft.com for assistance.

5. Clicking the link automatically verifies your account and logs you in. You have successfully signed up!

Sign Up for Agiloft Administrator Training

Once you register an account, you can sign up for training courses.

1. Log in to Agiloft University and click Learning Paths in the top toolbar.
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2. Select the level of expertise you'd like to reach. You can click between paths to preview the topics included in each one.
   • The Business Admin path teaches you the basics. This training will help you become confident and efficient in 

     Companyname

     .
   • The Workflow Admin path goes beyond the basics and teaches you more about configuration and customization. Make sure to take the Business Admin course first.
   • The Design Admin path covers advanced topics and will help you feel confident designing an entire 

     Companyname

     system. You should be comfortable with the content in the first two learning paths before beginning this one.
3. When you select a path, the courses for that path are listed on the right. Click Get Course to start the course you want to take. If you select a paid course, the system will prompt you for payment details. 
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4. Once the course has been assigned to you, click Start to get started! 
   Image AddedBusiness Admin path with assigned and in progress courses
5. On the main page of the University, you can track your progress and continue training. Once you've completed all the necessary courses for a certification, it appears in the My Certifications list on the right, and you can click Download to save your official certificate!
   Image AddedExample main page with completed courses and a certification

Ask for Help

If you encounter any trouble signing up for training or completing the courses, click Support in the top right for assistance. You can also use Support to submit feedback on the training you've taken.

We offer a free online training course designed to help familiarize yourself with 

Sign Up for the Training Course

To take the training course, create an account at the

Create a Support Account

1. Go to the Support Portal and click "create your own user account."
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2. Enter your user information, making sure to enter your name, email address, login, and password.
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   Note
   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.
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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.
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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.
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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.
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Step 2: Open Your Knowledgebases

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

• 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. 1. Click the link in the welcome email, enter your Support Portal login credentials, and click OK.
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   2. Click Login to Practice KB and Login to Example KB.
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• 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.
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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.
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   Note
   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. Image Removed

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.
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...

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. 

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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 

  Companyname

  . This unit is for advanced users, 

  Companyname

   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 

Standalone Training Courses

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!

Entity Set Sync

The Entity Set Sync course covers how you can use 

Take the Entity Set Sync course!