Coaching client documents & assignments
By Martijn Mauritz · Last updated 2026-07-15
Coaches share frameworks, worksheets, assignment briefs and reflection prompts, and clients send work back. Exantur keeps all of it organized by client and program, and available through the coachee portal.
It is part of Exantur, coaching practice management software built for the practice of professional coaching, not adapted from a generic project management tool.
A document library per client
Materials can be uploaded to a client’s document library and made available through the portal. Coachees can also upload documents, completed worksheets, reflections, or materials to bring into the conversation.
Assignments in context
Assignments are handled alongside documents, so what a client is asked to do and what they return live in the same place, tied to the program.
Assignable worksheets, built from blocks
Beyond static files, you can build interactive worksheets from blocks, headings, text, number fields, media and a signature field, and assign them to a coachee to complete in their portal. A worksheet that needs a signature, a coaching agreement or a consent form, can be signed off in place, and the completed version comes back attached to the client and program. For formal contracts, full e-signature is available as an add-on.
Frequently asked questions
- Can clients upload their own documents?
- Yes. Coachees can upload completed worksheets and reflections through the portal; everything is organized by client and program.
- Can I assign interactive worksheets?
- Yes. Build a worksheet from blocks, headings, text, number, media and a signature field, and assign it to a coachee to complete in their portal. Formal e-signature contracts are available as an add-on.
Keep coaching materials in one place
See documents and assignments in a live demo.