Uploading a document to your platform using the Advanced Uploader is a straightforward way to share content with colleagues that allows you to tag the document to make it easier to find.
To upload a document to your platform:
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Go to your Uploader
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Click on "Advanced Upload"
A window will pop up prompting you to select the type of content you want to upload.
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Select “Documents”
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Click "Browse Files" to choose a document or drag and drop the document into the upload area
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Click the "Continue button
You will be prompted to review your documents.
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Click "Continue" again if the right file was uploaded
The upload will start immediately and the status will change from "Processing" to "Processed".
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Click the "Continue" button again
A new window will pop up where you can edit the title, add a description, and update the tags (metadata).
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Provide your document with a relevant description
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Select tags from the dropdowns
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Click the "Next" button
The next screen will ask you to choose who will be able to view your document – this is where you define who will be able to view the link in Search. You have three options.
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All Employees: |
The entire user community to be able to see your research |
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Specific Promoter Groups: |
One or more groups will be able to view our video and can promote it on your platform’s homepage |
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Specific Viewers |
Your research will be shared with a specific group e.g. Marketing or Insights |
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Select the option that fits your publishing needs
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Click on “Next” in the bottom right corner of the window
On the next screen, you will select the viewers and promoters (if applicable) from a dropdown.
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Select your audience from the dropdown – you can select one or more individual users, or you can choose a group
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Click on the “Publish” button in the bottom right corner of the window once you have selected your audience
Another window will pop up prompting you to share your research with other users.
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Enter a message, if desired
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Select the users to notify about your published research by selecting their name or user group from the dropdown
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Click the "Share" button or copy the link to share via another communication channel
Your document will be published to your selected community, and you will be able to view it in Search as well as your upload history.
Insider Tip:
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The tags selected are linked with the filters in Search, so using relevant tags will help users to more easily find the uploaded content