User Guide - iPad App

TABLE OF CONTENTS

• 1. Install Sherpany App
• 2. Set Sherpany App
• 3. Home screen
• 4. Library
• 5. Agenda
• 6. Comments 
• 7. Secure Two-Factor Authentication

1. Install Sherpany App & requirements

• The latest generation of iPad if possible, with 3G and 128 GB minimum storage
• The latest version of IOS operating system on your iPad,
• Your device passcode to login on your iPad,
• Your Apple ID to install the app,
• Your Sherpany credentials (username and password),
• A mobile phone (on which you will receive your security code),
• A stable and efficient internet connection while synchronising the Windows app, (i.e.) when downloading the updates from your company.

To download the Sherpany App:

1. Tap on the app store Icon. Enter the keywords "Sherpany" into the search field in the upper right corner of the screen. 
2. Choose "Sherpany" > "Get" > "Install".
3. Enter the Apple ID password and tap "Open", the app is free of charge.

2. Set Sherpany App

1. Insert your credentials: email and password. Tap "Log In",
2. Enter the security code you receive via SMS. Tap "Verify",
3. Set up a 6 digit passcode and confirm it,
4. Enable Touch ID/Face ID security or continue. Touch ID / Face ID is available for iPad Pro and newer models. You can set it up on your iPad by going to "Settings" > Touch ID / Face ID & Passcode.
5. Sherpany has been successfully installed. 

3. Home screen

1. Thanks to the menu on the left side, find all the rooms and groups you are part of.
2. Synchronise your app.
3. In the help section you can find tips & tricks as well as the contact information for our support team.
4. In the profile section, you can change your account settings and lock the Sherpany app.
5. In the library, you can access the corporate library.
6. Use the search to find meetings, agenda items, documents names or document content (full text search).

4. Library

The Library includes company related documents such as status, org charts, annual reports etc. 

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.

• Filters: Use the filters for individual sorting of the documents.
• Labels: Use labels for filtering documents in the corporate library. The labels are created by the administration of each room.

5. Agenda

When opening a meeting for the first time, the meeting details are displayed. On the left hand side the agenda of the meeting is displayed including each agenda (sub-) item and documents. The agenda can be hidden with the agenda hide/view button in the lower left corner.

The agenda items are marked by numbers, while the agenda documents are marked by letters. You can open a document from the meeting agenda by tapping on it. The document appears next to the agenda.

6. Comments 

When reading meeting materials to prepare important discussions, a meeting participant can use the comment function to discuss among participants before the meeting takes place. Thanks to this asynchronous process, individual preparation time is used more collaboratively and effectively and the meeting itself can focus on the relevant discussion points only.

When writing a comment, select if you want it to be public or private. By default all comments are public to foster collaboration and transparency. Use the @-sign to mention specific meeting participants in public comments. Doing this will let them know that they have been mentioned.

7. Secure Two-Factor Authentication

Do you want to synchronise your app even faster without entering an SMS-code? Activate the two-factor authentication on your iOS or Android Phone now and profit from a secure and hands-free login.

Access the settings of the app via the home screen. In the settings, tap on ‘Security’ and afterward on ‘Set Up Device’. Follow the easy steps shown directly within the app.