Resources

Host Guide

This guide will walk you through step-by-step everything you need to do to post content your portal, set up and manage your CE process including Certificates as well as run your CE and survey report.

Sponsor Content Upload Quick Guide

If you have Sponsors posting content to your portal, here is an easy guide for them to get started. (BTW, It’s the same steps you use to upload your content.)

Attendee Upload File

This is the template that you need to use to import your attendee data. Note that the layout is very specific. See more in the Host Guide.

Templates

The most important ingredient for successful adoption is getting the word out to your attendees. To help you there, we are providing you communications and poster templates that you can download and edit as you see fit. We also included PowerPoint templates you can use to add your PIN to your presenters’ decks. Finally, we also provided a paper form for those haven’t gone digital yet.

Video

We have a full video that outlines everything your attendees need to know about your portal and CE process. The shorter video focuses only on how attendees can use the service to record their CE.