In this article, we'll cover how to manage the training documents uploaded to PINATA.
Training documents can be uploaded to various sections on PINATA. They can be added to specific products, specific gigs, or to programs as a whole. Let's cover how to add a document to each one of these sections!
Product Training Documents
Select My Company in the top right of the dashboard
Select the Products section
Search for the product
Select the blue drop-down arrow
Select Edit
Select the checkbox to "Add product-specific training documents?"
Select an existing training document or upload a new one
You can add as many documents as you'd like. The process for removing a training document from a product is exactly the same, just unselect the documents that was previously added. Here's how that screen appears:
Program Training Documents
Select the program you want to add a document too
Select the Overview Tab
Scroll down and select Education
Select the blue pencil icon to edit
Select an existing document or upload a new one
Select Save & Continue
The process to remove a document is the same process, just unselect the documents you no longer want. Here's how that section appears:
Gig Training Documents
Select the program you wish to create a gig for
Select Create Gigs in the top right corner
Fill out the details of the gig as normal
Select the "Upload" button in the documents section
Select a file from your computer to upload
Select Save
Here are the steps to add a document to an existing gig:
Select the gig you wish to edit by using the magnifying glass icon
Select Gig Attachments
Select the "Upload" button in the documents section
Select a file from your computer to upload
Select Save
To remove an existing training document from a gig, follow these steps but simply click the trash can icon next to the document to remove it. Here's how that looks: