--- title: "Obtaining Learner Acknowledgements" slug: "obtaining-electronic-signatures" updated: 2026-03-30T19:46:27Z published: 2026-03-30T19:46:27Z canonical: "support.smarteru.com/obtaining-electronic-signatures" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.smarteru.com/llms.txt > Use this file to discover all available pages before exploring further. # Obtaining Learner Acknowledgements You have several options for capturing learner acknowledgements in SmarterU. Whether you need a learner to [agree to terms before accessing courses](/v1/docs/obtaining-electronic-signatures#precourse-agreements), [affirm they understand their responsibilities upon completing their training](/v1/docs/obtaining-electronic-signatures#postcourse-affirmations), or [upload a file](/v1/docs/obtaining-electronic-signatures#verified-signatures), SmarterU can help you ensure accountability. > [!NOTE] > While these methods are excellent for tracking training, they may not meet the requirements for legally binding electronic signatures. Always consult your legal department for high-stakes agreements. ## Pre-Course Agreements If you want learners to agree to certain terms before they can access your training, you can set up a “gatekeeper” course that’s a prerequisite course to your other training. The "gatekeeper" course is an online course that includes a single-question quiz asking the learner whether they agree to the terms of the agreement. ![Learner - Pre-Course Quiz Question - Labeled 20260330.png](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Learner%20-%20Pre-Course%20Quiz%20Question%20-%20Labeled%2020260330.png) When the learner agrees, they pass the course and can continue to their training. If they reject the agreement, they fail, and SmarterU prevents them from accessing any courses that require the agreement. To set up a pre-course agreement: 1. [Add an online course](/v1/docs/adding-an-online-course) that will serve as your “gatekeeper” course. 2. [Add a quiz](/v1/docs/adding-a-quiz) to the course with [these settings](/v1/docs/obtaining-electronic-signatures#quiz-settings-for-attestations). 3. Click **Save**. 4. [Add a question](/v1/docs/adding-a-quiz-question) to the quiz with [these settings](/v1/docs/obtaining-electronic-signatures#quiz-question-settings). 5. Click **Save**. 6. [Edit your other courses](/v1/docs/editing-an-online-course#editing-an-online-courses-settings) to include the “gatekeeper” course as a [prerequisite](/v1/docs/course-prerequisites) that must be completed and passed. ![Course Information - Prerequisite - Labeled 20260330.png](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Course%20Information%20-%20Prerequisite%20-%20Labeled%2020260330.png) > [!NOTE] > You can use the [Enrollment Report](/v1/docs/enrollment-report) to view a learner’s progress on the “gatekeeper” course. ### Quiz Settings Use the following [quiz settings](/v1/docs/settings-quizzes) when setting up a pre-course agreement or post-course affirmation. | **Quiz Setting** | **Value** | | --- | --- | | [**Display Grade to Learner**](/v1/docs/quiz-general-preferences#display-grade-to-learner) | *None* | | [**Provide Answer Feedback**](/v1/docs/quiz-general-preferences#provide-answer-feedback) | *None* | | [**Percent to Pass**](/v1/docs/quiz-completion-preferences#percent-to-pass) | *100* | | [**Max Attempts**](/v1/docs/quiz-completion-preferences#maximum-attempts-per-quiz) | *1* | | [**Results to Display on Quiz Index and Review Pages**](/v1/docs/quiz-completion-preferences#results-to-display-on-quiz-index-and-review-pages) | *No Details* | | [**Pass Message**](/v1/docs/quiz-completion-preferences#pass-message) | Enter the text to display if the learner agrees to the terms of the agreement. | | [**Max Failure Message**](/v1/docs/quiz-completion-preferences#maximum-failure-message) | Enter the text to display if the learner does not agree to the terms of the agreement. For example, you may want to instruct the learner to exit the course, speak to their supervisor, or take some other action. | ### Quiz Question Settings Use the following [question settings](/v1/docs/settings-questions) when setting up a pre-course agreement or post-course affirmation. | **Question Setting** | **Value** | | --- | --- | | [**Question Type**](/v1/docs/quiz-question-general-preferences#type) | *Multiple choice* | | [**Question Text**](/v1/docs/quiz-question-question) | Enter the text of your agreement. ![Pre-Course Quiz Question Text - Labeled 20260330.png](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Pre-Course%20Quiz%20Question%20Text%20-%20Labeled%2020260330.png) If you'd prefer to attach the agreement as a PDF, change the [**Question Format**](/v1/docs/quiz-question-general-preferences#format) from *Text/Audio* to *PDF File* and attach the file. Learners will have to click the link in the quiz question to view the PDF. | | [**Correct Answer**](/v1/docs/quiz-question-answers#adding-answers-for-a-multiple-choice-question) | Enter the text to indicate that the learner accepts the agreement. | | [**Incorrect Answer**](/v1/docs/quiz-question-answers#adding-answers-for-a-multiple-choice-question) | Enter the text to indicate that the learner does not accept the agreement. | ## Post-Course Affirmations If you want learners to complete their training first, then confirm that they’ll apply what they’ve learned, you can set up a post-course affirmation. This is useful when you want learners to confirm they’ll abide by safety procedures, codes of conduct, or policy updates covered in the course. To add a post-course affirmation, you can add a one-question quiz to the end of your course, presenting the information the learner needs to agree to. The learner must click agree to complete the course. To set up a post-course affirmation: > [!NOTE] > These instructions assume that this is the only quiz in the course. 1. [Edit the content of the online course](/v1/docs/editing-an-online-course#editing-an-online-courses-content) that you want to add the affirmation to. 2. [Add a quiz](/v1/docs/adding-a-quiz) to the end of the course with [these settings](/v1/docs/obtaining-electronic-signatures#quiz-settings-for-attestations). 3. Click **Save**. 4. [Add a question](/v1/docs/adding-a-quiz-question) to the quiz with [these settings](/v1/docs/obtaining-electronic-signatures#quiz-question-settings). 5. Click **Save**. ## Confirmed File Uploads Suppose you want a learner to sign a document or submit some other form of acknowledgment? For example, maybe you want them to agree to the company’s code of conduct. To do this in SmarterU, you can add an action to a learning plan requiring learners to [upload a specific file](/v1/docs/learner-interface-uploading-and-submitting-actions#uploading-an-actions-file), such as a completed form or checklist. ![Action - Code of Conduct 20260326.png](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Action%20-%20Code%20of%20Conduct%2020260326.png) You can then require an administrator, supervisor, or another designated user to review the [action’s uploaded file](/v1/docs/reviewing-confirming-and-rejecting-actions#reviewing-an-action) and [confirm it](/v1/docs/reviewing-confirming-and-rejecting-actions#confirming-an-action). If the learner doesn’t complete the action, their learning plan will not be considered *Met*. To require a file upload from a learner: 1. [Add an action](/v1/docs/adding-an-action). 2. Specify the action settings as follows: | **Action Setting** | **Value** | | --- | --- | | [**Name**](/v1/docs/action-main#name) | Enter a name for the action that accurately describes the file required from a learner. | | [**Description**](/v1/docs/action-main#description) | Enter instructions for the learner. | | [**Visible to Learners**](/v1/docs/action-main#visible-to-learners) | *Yes* | | [**Allows Learner Attachments**](/v1/docs/action-main#allow-learner-attachments) | *Required* | | [**Requires Confirmation**](/v1/docs/action-confirmation#requires-confirmation) | *Yes* | | [**Requires Confirmation By**](/v1/docs/action-confirmation#requires-confirmation-by) | Select the users who can confirm that the user uploaded the required file with the action. | 1. [Add the action to a requirement](/v1/docs/editing-a-blocks-actions#adding-an-action-to-a-block). 2. [Assign the learning plan containing the action to learners](/v1/docs/assigning-learning-plans-to-a-user). ## Related - [Adding an Action](/adding-an-action.md) - [Adding an Online Course](/adding-an-online-course.md) - [Adding an Online Course Chapter](/adding-an-online-course-chapter.md) - [Adding a Quiz](/adding-a-quiz.md) - [Adding a Quiz Question](/adding-a-quiz-question.md) - [Editing a Block's Actions](/editing-a-blocks-actions.md) - [Enrollment Report](/enrollment-report.md)