In this guide you will learn:
- How to install and setup the App
- To use the library
- To create comments / annotations
- How to install the two-factor authentication
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, tap on the app store Icon. Enter the keywords ''Sherpany'' into the search field in the upper right corner of the screen. Choose ‘Sherpany’. Tap ‘Get’. Then on ‘Install’.
Enter the Apple ID password and tap ‘Open’. The app is free of charge.
2. Set Sherpany App
Insert your credentials: email and password. Tap ''Log In''.
Enter the security code you receive via SMS. Tap ''Verify''.
Set up a 6 digit passcode and confirm it.
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''.
Sherpany has been successfully installed.
3. Home screen
- With «Update» all your rooms are checked for new meetings/documents and your personal annotations are also stored on the server.
- Synchronise your app
- Use the search to find meetings, agenda items, documents names or document content (full text search).
- In the help section you can find tips & tricks as well as the contact information for our support team.
- In the profile section you can change your account settings and lock the Sherpany app.
- In the library you can access the corporate library.
The «corporate library» includes company related documents such as statuts, org charts, annual reports etc.
- Corporate library: 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.
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 on 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.
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.
- Click on the comments icon
- Click on the blue plus to add a new comment
- Write your comment and mention colleagues by using the @-Symbol. Mentioned colleagues will get a notification about the comment via e-mail.
- Edit or delete your comment anytime or add a further comment. Please note, that only the Editors of a meeting can resolve comments.
Public comments are always visible for everyone that is a participant of the meeting and has access to the agenda item/document.
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 afterwards on ‘Set Up Device’. Follow the easy steps shown directly within the app.
Our support team
If you need any technical support please feel free to reach out to our friendly Customer Happiness Engineers.