What is it?

‘Smart Docs’ allow you to create custom documents your clients/students can use to:

  • Complete worksheets that may be a part of your program or work together,

  • Create plans based on the fields you provide,

  • Complete work you can view, track, or provide feedback on.

  • Add documents to your trainings, so clients/students can have keep their work in one platform.

For example, our Co-Founder, Todd Herman, has a program in his 90 Day Year company, where people map out their strategy, goals, and projects for the next 90 days. He’s created a simple and straightforward ‘Smart Doc’ which allows everyone to complete the planning document, update their goals, and keep track of projects.

Then in the next 90 Days, they can simply duplicate that ‘Smart Doc’ and keep a series of historical documents of their planning and growth.

Why would you use it?

To provide added value to your clients/students, a single place where all the action is happening, and prevent your clients (and you) from losing track of worksheets or work completed. Most importantly, empower you or your coaches with the ease and opportunity to provide feedback, encouragement, and accountability on the work being completed.

How to use it?

In this block, you can add Smart Docs to your Program. Select a Smart Doc template and all the Program Members will get their own copy, or add it as a Program document, and all Members can collaborate on one Smart Doc.

You can access the program editor and then by clicking on the Smart Docs block you can drag in and drop and then you can start configuring it.

Headings

Show heading for this block

In this feature you can enable or disable heading for this block. Which will allow you to add a Title and Description of the 'Smart Docs' area for your clients/students to understand its purpose.

Title

To add any title to your Smart Docs block you can type it in this box.Which will allow you to add a Title of the 'Smart Docs' area.

Description

In case you want to add a description or instructions to your Smart Docs block you can add it here. Which will allow you to add description of the 'Smart Docs' area for your clients/students to understand its purpose.

What Members Can See

Members see each other’s smart documents

You can adjust if members can see each other's smart documents or not.

Members see coach’s smart documents

You can adjust if you want to show people your smart documents as well or not.

Viewing and Editing Smart Docs

Clicking on a Smart Doc will open it inside the Program page, with the Navigation and back button to quickly jump back.

Just click anywhere inside the Smart Doc and start writing away. This makes it easy to make quick edits, and you can also see the final look right away, as you’re making the changes.

Creating Smart Doc Templates

The flow is similar to editing Programs – you drag and drop different Blocks into the Smart Doc preview and set or change all settings by clicking on the Block in the preview.

You can see your template from the perspective of your clients as you are putting it together.

Layout & Design Area

Two & Three Columns Blocks

Use this block if you want change the layout of a content area and display content in a two or three column layout, instead of the default of just one. Note: You can’t create Columns inside Columns.

Text Block

Use this block if you want your clients to add a header area to a section, provide direction, resources, or explanation of what they’re supposed to do and/or what they’re looking at. Your clients can’t edit the contents.

Example use: You can add titles, headers, explanations, instructions, or additional information that's purpose is to only give your clients context, instruction, or break-up the flow of the document and signal a new area on the document. A ‘Text Block’ is read-only for your clients.

Interactive Blocks Area

Text Field Block

Use this block if you want your clients to add content into an area on your ‘Smart Doc’. You can set the Headline and description of the block.

Example use: Your clients can write their personal Vision and Mission statements.

List Block

Use this block if you want your clients to create a list of items. You can select a numbered list of a list with icons, for example X mark, hearts, and others. Whatever icon or style you choose, it will be repeated for each list item.

Example use: Your clients can create a numbered list of Core values, or Not-to-do list with X mark icons.

Checklist Block

Use this block if you want your clients to create a list of different goals/tasks and cross them out when they achieve them. You can set different icons for the Checklist, e.g. Check mark, X mark, and others. Whatever icon or style you choose, it will be repeated for each list item.

Example use: Your clients can create a list of 30-day, 90-day, and 1-year goals.

Adding Smart Docs to Program

When you finish designing up your Smart Docs template, go to the Program where it should be, and add the Smart Docs Block.

This will open up settings and allow you to select a Smart Doc template to add.

You have two options when adding new Smart Doc to a Program.

Member Document

Will automatically create a copy for each Program member.

Program Document

Will add one Smart Docs that's editable by anybody from the Program, that way your clients can all collaborate on it.

You can also choose if you want the clients to see each others Smart Docs or not:

Note: If you add a Smart Document Template to a Program and you want to make any additional changes, you should make a copy of the existing template, rename it, and make edits. Once you are done, you have to go back to the Program Editor, remove the Smart Doc that you added in the first place and add the new template.

If you need any further support, please contact us at hello@upcoach.com or inside the platform by clicking on the chat messaging bubble in the lower right corner.

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