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Creating assessment pages
Who is this article for?
Users who need to understand Assessment pages.
Administrator role is required.
Assessment Pages are custom informational pages that appear within the assessment flow, allowing you to share policies, safety guidelines, or other content your team needs to read before signing the assessment.
1. Creating a new page
To create a new assessment page, follow these steps:
- Click Create New Page under the Assessment Pages tab.
- Complete the following settings:
| Setting | Options / Example |
| Page Title | The heading shown at the top of the page (e.g., "Safety Data Sheets") |
| Page Order | Determines where this page appears in the sequence (e.g., 1 = first) |
| Page Contents (HTML) | The full content of the page, written in HTML |
| Page Status | Active = visible to users / Inactive = hidden |
- Click Preview to see how the page looks.
- Click Save to publish it.
2. Editing an existing page
To edit an existing assessment page, follow these steps:
- Click the pencil icon next to the page you want to edit.
- Make your changes to the page settings.
- Click Save to apply your changes.