Documents, polls and address book

Documents

Here you can add documents to your library and will find an overview of all documents that you have uploaded in the past.

To add a new document, press the ‘Add’ button on the top right corner of your interface, a drop down window will then appear.

By clicking ‘Pre-upload documents for the meeting’ you can add documents from your PC to your library in the Meeting portal. Once your desired documents are selected, click ‘Add documents’. Your documents are now added to your library.

When scheduling a Meeting Room, you can as from now also add these uploaded documents from your library to the Meeting Room. (see Scheduling a meeting)

By selecting the check box(es) in front of the document(s) you can select the document(s) you wish to delete entirely.
A red text ‘Delete selected documents’ will appear in the top right corner of the interface. Click this text to delete the document(s).

If you click on the download icon on the right side of a document, you can download that specific document locally.

Polls

Here you prepare polls that you want to use in your meetings.

1. Click “Add”.
2. Under “Question”, enter your question.
3. Switch on “Multiple answers allowed?” if participants may choose more than one answer.
4. Under “Answers”, add at least two answers.
5. Click “Save”.

When scheduling a meeting, choose your polls under “Polls” in ‘More options’. How to run a poll in the meeting room is explained in Running a meeting.

To delete polls, select them and click “Delete selected polls”.

Address book

Here you can add e-mail addresses to the address book of your Meeting portal.

To add a new e-mail address, press the ‘Add’ button on the top right corner of your interface, a drop-down window will then appear. Add the desired e-mail address into the input field and click on the button ‘Add to address book’. You can also add a first name, a last name and groups.

You can bulk-import addresses from an Excel or CSV file with the ‘Bulk import’ button. The address book is also filled with the addresses of those you have added or invited for a meeting in the past. Those addresses are offered as a "type ahead" when you schedule a new meeting.

If you want to send out your invitation to multiple participants we advise you to create a meeting request in your mailing system and simply add the meeting link to this invitation. (see Scheduling a meeting)

By selecting the check box(es) in front of the e-mail address(es) you can select the one you wish to delete entirely.
A red text ‘Delete selected addresses’ will appear in the top right corner of the interface. Click this text to delete the address(es).

Bulk import

1. “Step 1: Choose file”: choose an Excel (.xlsx) or CSV file. At least one of the columns needs to contain the email address. The other columns can hold first name, last name and groups.
2. “Step 2: Validate data”: say whether the first row is a header row, and which column holds what. Invalid rows are skipped.
3. “Step 3: Import data”: choose whether existing contacts are updated, then click “Import … addresses”.

Groups

Groups help you invite several people at once. Add a contact to a group when you add it, or select contacts and click “Manage groups”. When you invite participants, type the name of a group and choose “Group: …” to add all its members.