Add Users and Documents

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• How to Upload Documents (06:25)

Steps to Import Documents to a room from the Home Page:

1. Click the Add dropdown button located on the right side of the room on the home page.

   

2. Select Add Documents from the dropdown. The Import Documents window will appear.

   

3. Drag and drop the files into the window, or click Browse at the bottom of the page to locate and upload the required document.

   

4. After uploading the document user can apply Metadata.

Steps to Add Users to a Room from the Home Page:

1. Click the Add dropdown on the right side of the room line on the home page.

   

2. From the dropdown list, select Add Users. This will open the User Invitation window.

   

3. Insert all Mandatory fields. We have three sections User details, Invitation Details, and Contact Details.
4. Select any Groups if you want to add the user to a group.
5. From the Organization dropdown, choose the relevant organization. You can also create a new organization by clicking the (+) sign.
6. In the Invitation Details section, we can select the appropriate Expiration Date and Time. It is used to remove user access from a particular room after a specific period.