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We believe in keeping you in the loop with all the latest happenings in our courses and system. On this page, you'll find a comprehensive log of all the exciting changes, improvements, and additions we make to our courses and system. Whether it's a new feature, a course enhancement, or a system update, we've got you covered. Bookmark this page and check back regularly. We're committed to ensuring that your learning experience remains exceptional and that you have all the information you need to succeed.

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New Features

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New Updates

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Resources & Tools

Important Updates

Here are some of the most recent updates we thought would be helpful to take note of

Generate Submission Documents in Forms, Surveys, & Quizzes

New Feature: Generate Submission Documents in Forms, Surveys, & Quizzes

July 31, 20261 min read

Capturing responses is great, but having them instantly available as printable documents is even better. So, we've introduced a new “Generate submission document” setting that creates and stores PDF copies of every submission. Let’s learn how to use them!

⭐️ How To Enable Submission Document Generation for Forms, Surveys, & Quizzes?

  1. Navigate to the Forms, Surveys, or Quizzes tab inside the Sites section.

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  2. Select the Settings tab from the top menu.

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  3. Toggle “Generate submission document” on.

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  4. Click Save in the top right corner.

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⭐️Why Is This Feature Beneficial To Your Company?

  • Improved Recordkeeping: This saves a fixed copy of data that will not change if the live online form is deleted or updated, acting as a reliable submission trail.

  • Simplified Sharing: Limits direct backend database access by sharing only the exported document instead of raw entry tables, so it looks the same on any device.

  • Multi-Submission Management: Minimizes confusion when reviewing responses to graded content, making it easier to select the specific response set you need to evaluate candidates, leads, or learners.

Every new submission automatically generates and stores a PDF, allowing you to access it anytime in the contact's Documents section or use it across supported CRM workflows. We hope you enjoy it!

New FeatureFormsNew UpdateQuizzesSitesSurveys
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Automation Assistant

Hey there, it's great to introduce you to our Automation Assistant – your new ally in navigating our amazing software. This digital buddy is the result of a lot of hard work from our team and a sprinkle of AI magic. But what's it all about? Well, think of it as your personal guide to becoming a software pro. It's here to keep you in the loop with updates, show you the ropes with helpful videos, and share insights that will make you a software whiz. We understand that mastering software can sometimes be a challenge, but with the Automation Assistant by your side, you've got a friend who's always ready to lend a hand and ensure your success in the software world. So, welcome your new companion, and let's conquer this software adventure together!

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