> ## Documentation Index
> Fetch the complete documentation index at: https://help.draftable.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Delivering training to your users

> Resources and guidance for training managers who want to deliver Draftable Legal training to their team or organization.

<Warning>
  **This article is for trainers and training managers** who are responsible for delivering Draftable Legal training to their wider business or team.

  If you're an individual user looking to learn Draftable Legal for yourself, you can safely skip this article and continue with the [Draftable Legal User Academy](/hc/en-us/articles/How-to-use-this-academy) instead.
</Warning>

## Purpose of this guide

This article provides a set of instructions and resources designed to give trainers confidence when orchestrating Draftable Legal training across their business. Whether you prefer a hands-off approach or want to deliver comprehensive in-house training, we'll help you find the right path.

***

## Choose your training delivery approach

There are multiple ways you can deliver training to your users. Choose the approach that best fits your organization's needs, resources, and culture.

<CardGroup cols={1}>
  <Card title="Option 1: Self-Service" icon="user-graduate" iconType="solid" href="#option-1-self-service-approach">
    Hands-off approach — let users learn at their own pace using our resources.
  </Card>

  <Card title="Option 2: Hybrid" icon="users-gear" iconType="solid" href="#option-2-hybrid-approach">
    Balanced approach — combine self-service resources with targeted training sessions.
  </Card>

  <Card title="Option 3: In-House Only" icon="chalkboard-user" iconType="solid" href="#option-3-in-house-only-approach">
    Full control — deliver all training yourself using a custom training program.
  </Card>
</CardGroup>

***

<div id="option-1-self-service-approach" />

## Option 1: Self-Service Approach

**Best for:** Organizations that prefer minimal training overhead and have users who are comfortable learning independently.

### How it works

In this approach, you direct users to our existing learning resources and let them self-serve their own learning journey. As the training manager, you act as a point of contact for questions and assistance when users encounter things they don't understand.

### Your role as training manager

* **Introduce Draftable Legal** — Let users know Draftable is available and where to find learning resources
* **Share the starting point** — Direct users to [How to use this academy](/hc/en-us/articles/How-to-use-this-academy)
* **Be available for questions** — Act as a support resource when users need clarification
* **Monitor adoption** — Check in periodically to ensure users are progressing

### Resources to share with users

<Steps>
  <Step title="Draftable Legal User Academy">
    The primary self-service learning resource with step-by-step guides and structured learning paths.

    <a href="/hc/en-us/articles/How-to-use-this-academy" target="_blank" rel="noopener noreferrer">
      **→ Share this link with your users**
    </a>
  </Step>
</Steps>

<Tip>
  **Pro tip:** Send an introductory email pointing users to the User Academy, and let them know you're available if they have questions. This sets expectations while keeping your workload minimal.
</Tip>

***

<div id="option-2-hybrid-approach" />

## Option 2: Hybrid Approach

**Best for:** Organizations that want structured guidance while still leveraging self-service resources.

### How it works

In this approach, you provide users with access to both the Draftable Legal User Academy and the Training Centre & Video Resources. As the training manager, you are expected to understand Draftable Legal to a high competency level. You may deliver certain training sessions yourself in addition to directing users to self-serve for other topics.

### Your role as training manager

* **Master the product** — Work through all resources yourself to achieve high competency
* **Deliver key sessions** — Run focused training sessions on critical workflows or complex features
* **Curate learning paths** — Guide users on which resources to use and in what order
* **Supplement with Q\&A** — Host follow-up sessions to answer questions and reinforce learning

### Resources to share with users

<Steps>
  <Step title="Draftable Legal User Academy">
    Written guides and structured learning paths for self-paced learning.

    <a href="/hc/en-us/articles/How-to-use-this-academy" target="_blank" rel="noopener noreferrer">
      **→ Share this link with your users**
    </a>
  </Step>

  <Step title="Training Centre & Video Resources">
    Video tutorials, demonstrations, and training videos for visual learners.

    <a href="/hc/en-us/articles/Introduction-to-this-training-centre" target="_blank" rel="noopener noreferrer">
      **→ Share this link with your users**
    </a>
  </Step>
</Steps>

### Suggested hybrid training structure

| Delivery Method  | Topics                                            | Who Delivers           |
| ---------------- | ------------------------------------------------- | ---------------------- |
| **Live session** | Introduction to Draftable, core redline workflows | You (training manager) |
| **Self-service** | Comparison types, Excel/PowerPoint comparisons    | Users via User Academy |
| **Live session** | Advanced workflows (1-Click, Bulk Compare)        | You (training manager) |
| **Q\&A session** | Open questions, real-world scenarios              | You (training manager) |

***

<div id="option-3-in-house-only-approach" />

## Option 3: In-House Only Approach

**Best for:** Organizations that prefer complete control over training content and delivery, or have specific compliance/documentation requirements.

### How it works

In this approach, you don't direct users to the Draftable Legal User Academy or Training Centre at all. Instead, you learn everything yourself, create your own custom training materials, and deliver all training in-house. You may cherry-pick references or resources from the Draftable knowledge base to fill in gaps for your users when needed.

### Your role as training manager

* **Become the expert** — Work through the entire User Academy and Training Centre & Video Resources to master all features
* **Engage with support** — Contact [support@draftable.com](mailto:support@draftable.com) for additional information or clarification on advanced topics
* **Create custom materials** — Build your own training guide, slides, or documentation tailored to your organization's workflows
* **Deliver all training** — Run all training sessions yourself using your custom materials
* **Provide ongoing support** — Be the go-to resource for all Draftable questions within your organization

### Resources for your own learning

<Steps>
  <Step title="Draftable Legal User Academy">
    Master all the written guides and learning paths to build your expertise.

    <a href="/hc/en-us/articles/How-to-use-this-academy" target="_blank" rel="noopener noreferrer">
      **→ Start your learning journey**
    </a>
  </Step>

  <Step title="Training Centre & Video Resources">
    Watch all video tutorials and demonstrations to understand features visually.

    <a href="/hc/en-us/articles/Introduction-to-this-training-centre" target="_blank" rel="noopener noreferrer">
      **→ Access video resources**
    </a>
  </Step>

  <Step title="Draftable Support Team">
    Reach out for additional information, advanced questions, or guidance on complex use cases.

    <a href="mailto:support@draftable.com">
      **→ Contact [support@draftable.com](mailto:support@draftable.com)**
    </a>
  </Step>
</Steps>

### Building your custom training program

<AccordionGroup>
  <Accordion title="Step 1: Learn everything" icon="book-open">
    Work through both the User Academy and Training Centre & Video Resources. Take notes on features relevant to your organization's workflows.
  </Accordion>

  <Accordion title="Step 2: Identify key workflows" icon="list-check">
    Determine which Draftable features your users will need most. Focus your custom training on these areas.
  </Accordion>

  <Accordion title="Step 3: Create your materials" icon="file-pen">
    Build slides, documentation, or video recordings tailored to your organization. Use real examples from your daily work.
  </Accordion>

  <Accordion title="Step 4: Deliver training" icon="presentation-screen">
    Run training sessions using your custom materials. Consider recording sessions for users who can't attend live.
  </Accordion>

  <Accordion title="Step 5: Fill gaps with the knowledge base" icon="book-bookmark">
    When users have questions beyond your training, direct them to specific articles in the Draftable knowledge base to fill in gaps.
  </Accordion>
</AccordionGroup>

***

## Need help planning your training?

Whichever approach you choose, we're here to support you. Contact us at [support@draftable.com](mailto:support@draftable.com) and we can help tailor a training plan for your organization.
