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:
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Go to your project
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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
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Click on the plus sign in the gray drop zone
A file selector window will pop up.
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Choose the document you want to upload
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Click on the file twice or click “Upload“ in the bottom right corner of the window
Your document will start uploading automatically.
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Click “Publish” in the top right corner of your project screen once you have uploaded all your documents
You will be prompted to select the viewers.
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Start typing in a username, email, or user group
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Select your audience from the dropdown
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Click “Publish” in the bottom right corner of the window
A new window will appear, prompting you to share your project.
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Select the needed user, a group, or an email address
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Enter a message, if desired
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Click the "Share" button in the bottom right corner if the window
Alternatively, you can share a system-generated link by clicking "Copy Link" in the bottom left corner of the window. Then you can paste the link to share it via another medium, e.g. Teams or email.
If you do not want to share the project, just click “Cancel“ in the bottom right corner of the window.
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 Back Arrow in the top left corner of your Project view.
Insider Tip:
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You can add one or multiple project documents in each project section