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:
1. Go to Upload from the left-hand side navigation bar
2. Click on the Upload icon in the middle of the Upload dropzone
3. Select “Document“
A file selector window will pop up.
4. Select the necessary documents from your computer
5. 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:
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 “Documents”
4. Click “Next” in the bottom right corner of the window
5. Select where you want to search for the document
6. 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.
7. Select the document(s)
8. Click “Upload“ in the bottom 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.
9. Click “Publish” under the “Actions” column
A new window will pop up where you can edit the title, add a description, and update the tags (metadata).
10. Edit the title if needed
11. Provide your document with a relevant description
12. Select tags from the dropdowns within the “Classification“ section
13. Click "Next" in the bottom right corner of the window
The next screen will ask you to define who will be able to view your document.
14. Start typing in a username, email, or user group
15. Select your audience from the dropdown
16. Click “Publish” in the bottom 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.
17. Click “View“ if you want to view the uploaded document
Your document will open in a new tab.
18. Click “Share“ if you want to send your document to a colleague
19. Start typing in a username, email, or user group
20. Select the needed users from the dropdown
21. Enter a message, if desired
22. 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.
Insider Tip:
- The selected tags are linked to the filters in Search, so using relevant tags will make it easier for users to find the uploaded content.