Archer Evolv Onboarding

Archer Evolv serves as a centralized command center that helps organizations automate and standardize regulatory change management processes across the enterprise. This training introduces new clients to Evolv’s core features, configuration options, and workflows, while also providing an ongoing reference for established users who want to revisit key concepts as their programs mature.

Most organizations complete their initial Evolv setup before beginning training. As your program expands, you may identify adjustments you want to make—this course walks through each major feature and offers step‑by‑step guidance to help you update your configuration confidently. The goal is to equip you with the knowledge and demonstrations needed to become self‑sufficient quickly.

Audience

This training is reserved exclusively for active clients using Archer Evolv.

Course Format

On‑Demand Learning Self‑paced eLearning that can be started, paused, and revisited at any time.

Duration

Approximately 8 hours if completed straight through.

Prerequisites

No prior experience is required. This course is designed specifically for individuals who are new to Archer Evolv.

Learning Outcomes

By the end of this course, learners will be able to:

• Understand Archer Evolv’s purpose and how it supports regulatory change management.
• Configure and navigate the platform to meet organizational needs.
• Explore advanced features including workflows, dashboards, reporting, and document management.
• Refine basic and advanced searches and set notifications for updates.
• Organize obligations, teams, and tasks for streamlined operations.
• Use Evolv’s Documents tools to extract and work with required information.
• Import business documents into the platform.
• Engage with training resources, complete knowledge checks, and learn through video demonstrations.

Knowledge checks and a final assessment are included.

Course Outline

• Preparation Activities
• Business Profile Management
• Home Page Overview & Navigation
• Searching and Alerts
• Obligations Library & Obligation Management
• Business Process Integration, Assets & Annotation Management
• Workflows and Service Connectors
• Reporting
• Managing Organizational Content
• Final Assessment

How to Register

Clients

Access is granted through your Archer Customer Success Manager (CSM). Once your company’s email domain is approved:

1. Visit https://id.archerirm.cloud
2. Sign in to your account
3. Select Archer Academy to access the learning portal
4. Search the training catalog Store for Archer Evolv Onboarding
5. Add the course to your learning dashboard

Employees

1. Sign in through OneLogin
2. Launch Archer Academy and go to the Store
3. Search for Archer Evolv Onboarding
4. Add the course to your learning dashboard

New to Archer Training?

If you need an account before registering, access the Account Setup Instructions to get started and gain entry to Archer Academy and its training resources.