How to install and use Sherpany App on Windows?

Install the Sherpany Windows app

Before installing Sherpany, make sure your device meets the following requirements:

• A Windows computer or tablet running a recent version of Windows
• A Microsoft account to download the app from the Microsoft Store
• Your Sherpany login credentials (email and password)
• A mobile phone to receive a security verification code
• A stable internet connection to synchronise meetings and documents

To install the Sherpany app:

1. Open the Microsoft Store on your device
2. Search for Sherpany
3. Select the Sherpany app and start the installation
4. Once installed, open the app and sign in

Log in securely

When opening the Sherpany app for the first time, you will be asked to sign in with your Sherpany account.

1. Enter your email address and password
2. Confirm your login using the security code sent to your mobile phone
3. Create a 6-digit passcode to unlock the app on your device

After logging in, the Sherpany home screen will open.

Navigate the home screen and your rooms

The home screen gives you access to the main areas of the Sherpany app.

• Your rooms, where meetings and documents are organised
• The search function, allowing you to find meetings, agenda items or documents
• The library, where shared corporate documents are stored
• Your profile and settings

From the home screen, you can also update your rooms to make sure you have the latest meetings, documents and personal annotations available on your device.

Access documents in the library

The corporate library contains company-related documents such as reports, policies or reference materials. Depending on how your organisation uses Sherpany, documents may be organised using filters or labels.

• Filters help narrow down document lists
• Labels help categorise documents for easier navigation

Labels are created and managed by the administrators of each room.

Read meeting materials using the agenda

When opening a meeting, the agenda provides an overview of the topics and documents prepared for the meeting. Agenda items may contain additional documents or supporting material.

• Agenda items represent discussion topics
• Documents provide the supporting material for each topic

Selecting a document opens it so you can review the meeting materials directly within the app.

Collaborate using comments

Participants can use the comment function to discuss meeting materials before the meeting takes place. This allows teams to collaborate asynchronously and focus meeting time on the most relevant discussion points.

1. Open the comments panel while viewing a document
2. Add a new comment
3. Use @mentions to notify colleagues
4. Edit or delete your comment if needed

Comments can be public or private.

Improve security with two-factor authentication

To increase the security of your Sherpany account, you can enable two-factor authentication (2FA). This option can be activated in the Security settings of the Sherpany app. Follow the instructions displayed in the app to complete the setup.