Support Centre

The library

In this article, you will learn :

  • What the library is,
  • How to upload a document,
  • How to share a document,
  • How to manage access to a document,
  • How to notify users about a document,
  • How to create labels.
What is the library?

The library is for business documents that concern members and the whole organisation, and not one specific meeting.

Information

You can only upload, download, edit and create or assign labels to documents from the web environment.

In the library, documents can be accessed by all members of the room on all devices. Only users with permissions "User + User Management + Access all Content, User + User Management, User + Group Management" can upload documents to the Library. Users can only access documents that have been shared with them 

How to upload a document

Information

You can only upload documents from the web environment.

To upload documents to the library:

  1. Select the library icon at the bottom left to navigate to the library. 

  2. Click the "+ Add Documents" button on the top right.
  3. You can then either drag and drop documents, or search your device for documents to upload.

You can delete a document, or multiple documents by selecting the checkbox to the left of the document, or by clicking the three dots to the right of the document, and then selecting "delete".

How to share a document

You can share documents with specific users or groups in the room. Sharing will grant "view" permissions to the selected users and or groups.

Information

You can only share documents from the web environment.

To share a document:

  1. Select the document you wish to share by selecting the checkbox to the left of the document. You can also select multiple documents.
  2. Select "Share" at the top of the page. 
  3. You can then select the users or groups to share the document with, and can assign the permissions "view" or "edit" that they should have

Information

Sharing a document, or documents, will not trigger an automatic e-mail notification to the selected users or groups.

How to manage document access

Anyone with edit permissions to a document, can manage who can and can not see, and edit the document.

Information

You can only manage access to documents from the web environment.

To manage a document's access permissions, you can either "share" the document as shown above, or:

  1. You can select the three dots to the right of the document.
  2. Then select "Manage Access" from the dropdown menu.
  3. You can then add, or remove users and groups, as well as set the permissions to "view" or "edit".
  4. Select "Apply" to save the selection
How to notify users about a document

Information

You can only notify users about documents from the web environment.

You can send an e-mail notification to users about a document by:

  1. Selecting the document, or documents, using the checkbox to the left of the document.
  2. Then click on the "notify" button.
  3. You can choose who, from the users who have access to this document, you want to notify.
  4. Then type a message to the users in the message field.
  5. You are also able to check the notification history by clicking "Notification history" at the bottom of the window.
  6. Finally, click "Send" to send the e-mail notification.
How to create and modify labels in the library

Labels can be used as folders, to organise your library. Labels can only be created by users with permission sets: 

Information

You can only create or assign labels to documents from the web environment.

  • User + Usermanager, 
  • User + Usermanager + Access all Content,
  • or User + Groupmanager with the permissions enabled

Information

In order for a "User +Group Management" to edit labels in the room, the setting needs to be activated in the room. To do so, please reach out to your Customer Manager or the Support Team!

To create a new label, you can: 

  1. In the library, click on the filter "labels"

  2. and then "+ Create new" 

  3. Type the label name and then "save"


Alternatively, you can also:
  1. Click the 3 dots to the right of the document 

  2. Select "Labels" from the dropdown menu

  3. Then simply select "+ Create new" 

  4. Enter the name and click the blue checkmark to save

To rename a label:  

  1. In the library, you can either open the labels filter, or you can select "Labels" after clicking the three dots to the right of the document
  2. Click on the editing pen next to the label you want to edit 

  3. Insert the new name and then click on "Save"

To delete a label: 

  1. In the library, either select "labels" from the dropdown, or select the filter
  2. Click on the bin icon next to the label name 

  3. A message will appear to confirm the action, click on "Delete" 

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