Exploring educational materials and templates

The Education and templates page includes a library of courses and best practice templates by Diligent Institute. This topic describes how to access educational materials and templates.

  1. Select Education & Templates in the left-hand navigation panel. You'll be taken to the Education and templates page.

    Note

    If the Education & Templates option is not visible in the navigation panel, it is not available for you or your Boards site. Contact your Customer Success Manager for assistance.

  2. The top educational courses are displayed in the Certifications section. To learn more about a certification course, select Enroll. You'll be taken to Diligent Academy.

    Note

    If you do not have access to Diligent Academy, a dialog appears to notify you that an email will be sent to the Customer Success team, who will create your Login credentials, and then send them to the Boards email address on file.

  3. Diligent Academy features a list of online courses. To learn more about a course, select View Details.

  4. From the course details page, select Enroll Now. The content will load.

  5. As you navigate the content, you can download best-practice templates as part of the course. Some courses include a "Download Templates & Resources" section, from which you can view a list of available templates.

    You can also return to the Certifications and templates page in Boards Web Admin, then move down the page to view the Templates section. Select Get templates. You'll be taken to Diligent Academy, where a list of the available, industry leading templates is displayed.

    Note

    If you do not have access to Diligent Academy, a dialog appears to notify you that an email will be sent to the Customer Success team, who will create your Login credentials, and then send them to the Boards email address on file.

  6. Select a template to begin downloading it.

  7. Depending on your browser, the downloaded template may appear at the bottom of your browser window. It will also be available in your designated download folder. Select the template to open it right away or view it later in your default download location.