Uploading a document to your platform is a simple and efficient way to share content 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 document to your platform - via Quick or Advanced Uploader.
To upload a document using the Quick Uploader:
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Go to Upload from the left-hand side navigation bar
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Click on the Plus sign in the middle of the grey Upload dropzone
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Select “Document“
A file selector window will pop up.
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Select the necessary documents from your computer
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Click “Upload“ in the bottom right corner of the window
Alternatively, you can also drag and drop the documents onto the grey dropzone.
The document will be uploaded, auto-tagged and available in Search.
To upload a document using Advanced Uploader:
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Go to Upload from the left-hand side navigation bar
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Click "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
File selector window will pop up.
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Select the document(s)
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Click “Upload“ in the bottom right corner of the file selector
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Click “Continue” in the top right corner of the window
You will be prompted to review your documents.
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Click "Continue" again if the right file was uploaded
The files will begin uploading and become visible in the upload history area.
Once your upload has been processed, a “Continue” button will appear under the “Actions” column of the upload history tracker.
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Click “Continue” under the “Actions” column
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 within the “Classification“ section
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Click "Next" in the top right corner of the window
The next screen will ask you to define who will be able to view your document.
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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 top right corner of the window
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.
The next view will prompt you to view your document or share it with other users.
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Click “View“ if you want to view the uploaded document
Your document will open in a new tab.
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Click “Share“ if you want to send your document to a colleague
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Start typing in a username, email, or user group
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Select the needed users from the dropdown
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Enter a message, if desired
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Click the "Share" in the top 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.