iPad App - Quick Start

How to install the app and meet the requirements?

To ensure the best experience with Sherpany on your iPad, we recommend:

• A recent iPad model (ideally with 3G and at least 128 GB storage)
• The latest version of iOS
• A stable internet connection (especially when syncing or downloading updates)
• Your Apple ID and Sherpany credentials (email + password)
• A mobile phone to receive your login code

To install the app:

1. Open the App Store

2. Search for "Sherpany"

3. Tap Get > Install

4. Enter your Apple ID password if necessary and tap Open
   The app is free of charge.

How to log in and set up your account?

1. Open the app and enter your email and password

2. Enter the security code sent via SMS / second factor authentication steps

3. Set a 6-digit passcode

4. Enable Touch ID / Face ID if available

Once done, you're ready to use the app.

How to enable secure two-factor authentication?

If you want a faster login without using SMS codes, you can enable at any time the two-factor authentication for a secure login.

1. Go to Settings from the home screen

2. Tap Password and Security > Set Up Device

3. Follow the steps shown in the app

What’s on the home screen?

From the up bar menu, you can:

• View all your rooms and groups

• Synchronise the app

• Access support and tips

• Change your profile settings

• Lock the Sherpany app

• Use search to find meetings, documents, or even content inside documents

On the main home screen, you will also find:

• Your next upcoming meeting

• Any open tasks related to upcoming meetings

How to use the Library?

The Library is a shared space for general documents that are not necessarily linked to a specific meeting. It serves as a common repository for materials such as statutes, org charts, or annual reports.

While some documents are shared with all members of the room, others may be accessible only to specific users, depending on the sharing settings defined by users with the appropriate permissions.

In the library, you can use filters and labels:

• Filters: help you sort documents
• Labels: are created by room admins for easy navigation

How to navigate and interact with the agenda?

When opening a meeting:

• You’ll see the agenda on the left and meeting details on the right

• Agenda items are marked with numbers, documents with letters

• Tap a document to open it alongside the agenda

• Use the Hide/View Agenda button in the lower left corner to manage space

How to write and manage comments?

Use the comment feature to prepare and collaborate with others before the meeting:

1. Tap the comment icon at the bottom of your screen

2. Tap the “+” button at the bottom to add a new comment

3. Write your message. Use @mention to notify specific participants

4. Choose if the comment is public (default) or private

5. You can edit or delete your comment at any time