Uploading a project to your platform using the Uploader is a simple way to share your research with your colleagues. Quick Uploader allows you to upload in just three clicks. The Advanced Uploader enables you to add tags, ensuring the document is easily searchable and accessible when needed.
>>> This article is for Researchers and Insights Experts.
You have two options to upload a project to your platform - via Quick or Advanced Uploader.
To upload a project using the Quick Uploader:
1. Go to Upload from the left-hand side navigation bar
2. Click on the Upload iconin the middle of the Upload dropzone
3. Select "Project"
4. Select the relevant project type
A file selector window will pop up.
5. Select the necessary document(s)
Alternatively, you can also drag and drop the documents onto the upload dropzone.
The document will be uploaded, auto-tagged and available on your platform.
To upload a project using Advanced Uploader:
1. Go to Upload from the left-hand side navigation bar
2. Click "Advanced Upload"
A window will pop up prompting you to select the type of content you want to upload.
3. Select “Project”
4. Select the relevant project type
5. Click “Next“ in the bottom right corner of the window
6. Select where you want to search for the document
7. Click anywhere in the Upload zone in the right half of the window to upload a document from your computer
File selector window will pop up.
8. Select the needed file(s)
9. Click “Upload” in the top right corner of the window
The files will begin uploading and become visible in the upload history area.
Once your upload has been processed, a “Publish” button will appear under the “Actions” column of the upload history tracker.
10. Click “Publish” under the “Actions” column
You will be taken to the project view.
11. Change the name of your project, if needed
12. Provide your project with a comprehensive description
13. Add a thumbnail image, if desired
14. Add project start and end date by typing in the date or clicking on the Calendar icon and selecting the dates
15. Select tags from the dropdowns, e.g. Region, Country, Category, etc.
16. Fill in the rest of the field, if desired
You can review the documents you have uploaded by going to the respective tabs on the left-hand side panel. The platform will automatically assign it to the correct category.
Additionally, you can add more documents to the necessary sections.
17. Navigate to the needed tab from the left-hand side panel
18. Click on the Plus Sign icon on the middle of the grey drop zone
19. Select the necessary documents
20. Click “Publish" in the top right corner of the view once all the necessary documents have been uploaded
The next screen will ask you to define who will be able to view your project.
21. Start typing in a username, email, or user group
22. Select your audience from the dropdown
23. Click “Publish” in the bottom right corner of the window
Your project will be made available to your selected community on the platform.
The next view will prompt you to share the project with other users, if desired.
24. Start typing in a username, email, or user group
25. Select the needed users from the dropdown
26. Enter a message, if desired
27. Click the "Share" in the bottom right corner of the window
The document will be shared with the selected users.
Alternatively, copy the system-generated link by clicking “Copy Link“ and send via another medium, e.g., email or Teams. The link will only be usable by other users who have access to the platform.
If you don’t want to share the project, click “Cancel“ in the bottom right corner of the window.
Insider Tips:
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There is no limit to the number of documents you can add to your project
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Make sure you republish your project whenever you make any changes