How to Upload Project Documents

Adding project documents to your research project provides your colleagues with an overview of all relevant project content and democratizes your findings by making the content available in Search. 

>>> This article is for Researchers and Insights Experts.

This article is about captured / uploaded projects.

To upload project documents: 

  1. Go to your project
  2. Navigate to the different sections of your project by clicking on the title in the Project Panel on the left-hand side of your screen
  3. Click on the plus sign in the gray drop zone

  1. Select “Publish” in the top right corner of your project screen once you have uploaded all your documents

You will be prompted to select your target audience. After you select your audience and click "Publish" again, your project will be immediately published, and you will be able to view it in Search as well as in your Project Inbox.

If you are not ready to publish your project, you can go back to your Project Inbox by clicking on the arrow in the top left corner of your Project Panel on the left-hand side of your screen.



Insider Tip: 

  • You can add one or multiple project documents in each project section


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