Product Training

Discover365 eLearning

ProAuthor Course Now Available!

eLearning Courses Designed for Your Convenience

Increase your knowledge, efficiency and confidence through our new eLearning program in the following courses:

  • New! ProAuthor (Default Schema): Visualize and practice each step of your revision cycle, learning the tools in our powerful editor to streamline your authoring
  • Document & Communication Manager (DCM): Learn best practices and dive deeper to make your DCM administrative work more effective
  • Forms365: Gain hands-on experience creating templates and learn special tools to enhance your form building
  • System Administration: Enhance your core knowledge for managing Comply365 solutions, ultimately providing a better experience for your users

Become a Certified Administrator

Available Courses

Lesson 1 – Administration

  • Begin your administrative learning with initial setup of the website for the ProAuthor product.

Lesson 2 – General Configuration

  • Learn the building blocks of ProAuthor.

Lesson 3 – Revision Cycle

  • Learn how to visualize your revision cycle and how it will work in ProAuthor.

Lesson 4 – Processes

  • Learn the four types of processes in ProAuthor.

Lesson 5 – Binders

  • Create and start using a binder in ProAuthor.

Lesson 6 – ProAuthor Editor

  • Learn how to create and edit content using the ProAuthor Editor.

Lesson 7 – Images, Tables, and Assets

  • Learn how to add these common elements to your content.

Lesson 8 – Publishing

  • Learn how to publish to HTML and PDF.

Lesson 9 – Revision Cycle Revisited

  • Close the circle on your planned revision cycle.

Lesson 10 – Reusable Content

  • Learn how to create content that can be reused in multiple binders.

Lesson 11 – Special Configurations

  • Learn about special tools that can enhance your ProAuthor publications.

Lesson 12 – Report Center

  • Understand the ProAuthor reports available to you and how to use them.

Lesson 1 – Administration

  • Begin your administrative learning with initial setup of the website.

Lesson 2 – Mobile View

  • Get to know the mobile app and how a user will experience the distribution of publications.

Lesson 3 – Categories

  • Learn how Categories form the foundation of DCM Administration.

Lesson 4 – DCM Library

  • Best practices for creating effective publications.

Lesson 5 – Distribution

  • An overview of the methods of distributing publications.

Lesson 6 – Collections

  • Learn how to effectively build your users’ publication library structure.

Lesson 7 – Groups

  • Use Groups to make distribution easier.

Lesson 8 – Edit Publications

  • Learn how to update and revise publications.

Lesson 9 – Custom Attributes

  • Use the power of custom attributes to automatically manage group membership and publication distribution.

Lesson 10 – Linked PDFs

  • Learn how a Linked PDF can solve the challenge of loading extremely large publications

Lesson 11 – Standards365

  • Learn how to trace standards to your publications.

Lesson 12 – Report Center

  • Understand the DCM reports available to you and how to use them.

Lesson 1 – Introduction

  • Begin your administrative learning with initial setup of the website for the Forms365 product.

Lesson 2 – Categories

  • Learn the two ways to use Categories in administrating Forms365.

Lesson 3 – Forms Tools

  • Learn how to use Data Groups and Sequences to make your form building easy.

Lesson 4 – Forms Library

  • Learn what options are available to start your form.

Lesson 5 – Form Builder

  • Use Form Builder to start building your own form.

Lesson 6 – Field Types

  • Discover what field types are available in the Form Builder.

Lesson 7 – Form Structure

  • Learn the rules that guide the creation of forms in Form Builder.

Lesson 8 – Form Templates

  • Create templates that can make your form building easier.

Lesson 9 – Form Actions

  • Learn what happens to a submitted form.

Lesson 10 – Distribution

  • Learn how to get the form in the hands of your users.

Lesson 11 – Forms365 and Workflow365

  • Learn how these two products interact.

Lesson 12 – Report Center

  • Understand the Forms365 reports available to you and how to use them.

Lesson 1 – Intro to Comply365

  • Begin your administrative learning with a quick tour of Comply365.

Lesson 2 – Managed Content

  • Learn how to customize some content to your company’s specifications.

Lesson 3 – Resources/Alerts

  • Best Practices to get the most out of these homepage tools.

Lesson 4 – Core Site Settings

  • Learn to fine tune your site with these Best Practices.

Lesson 5 – User Management

  • How to effectively manage users.

Lesson 6 – Organizations

  • Learn how to use Company Departments within Comply365.

Lesson 7 – Bulk Loads

  • Make use of our feature to load multiple items at once.

Lesson 8 – Auditor Data Exposure

  • Learn how to limit the access an auditor has to the Report Center.

Lesson 9 – System Storage

  • Best Practices to move data around and clean up storage space.

Lesson 10 – Mobile Admin

  • Learn how to change the device status for your users.

Lesson 11 – Localization

  • Learn how to customize the appearance of your site and mobile app.

Lesson 12 – Report Center

  • Understand the System reports available to you and how to use them.

The Details

Registration & Requirements

  • PC or mobile device
    • If you take your course on a PC, we suggest you have a mobile device you can use to experience the Comply365 App during the course.
  • Internet access and supported browser
    • Our courses are maximized on Firefox, Chrome, Safari, or Microsoft Edge.
    • Internet Explorer is not supported.
  • Speakers or headphones – much of the course consists of audio instructions

Regular Pricing

Single course$300
4-course package$1,000
8-course package$1,800
  • All fees in US Dollars
  • Single course is one course for one learner
  • Package courses include access for any combination of courses and learners up to the number of courses in the package (e.g., four different courses can be taken by the same learner, or four different learners can take any one course)

Tip: Check with your HR or Training department for available certification program tuition assistance


  • Course selection is not required at time of purchase
  • Purchase is non-refundable
  • Course(s) must be activated within 12 months of purchase. Once course is activated:
    • The learner and course are assigned
    • The assigned learner and course selection are non-transferrable and cannot be changed

Ready to get started?

  • Click here to select and pay for your course package.
  • After you have registered, you will receive a link to activate your course. Courses must be activated within 12 months of purchase.
  • After activation, you will receive an email from Comply365 within 2 business days, providing you with access to begin the course.

If you have questions, please contact us at

Become a Certified Administrator:

Upon completion of your eLearning course, you may take the optional Certification Exam to test your proficiency.

More Opportunities

We help you network, learn and innovate to fully leverage your Comply365 modules through a series of resources and events at your disposal:

Discover365 Events
  • Product Updates: Roadmap updates and Release Highlight webinars
  • #SolvingTogether Virtual Networking Sessions
Connections365 Conference
Consulting services


Have other training needs? Contact us


In Your Words