Online documents are documents that can be created, stored, and shared in iMeet® Central. Online documents can be edited in the browser, without any additional software required. A WYSIWYG ("What you see is what you get") text editor is provided for editing the content, layout, and design of online documents.
Creating a new online document
To create a new online document, navigate to the Files & Discussions tab and click on New > Document.
Saving an online document
To save an online document, simply click on Save. From there you will be on a screen to allow you to:
- change the document title
- what folder you would like to put it in
- Change the document status
- add tags to the document
- give you the option of notifying via email
Online document options
At the top right of the online document is a More tab with a list of the following options:
- Help with Online Documents: directs you to this help center article
- Add to favorites: adds this document to your favorites list
- Print: prints the document with your designated printer
- Change status from: changes the current status
- Edit Related Tasks & Milestones: Allows you to edit related tasks & milestones.
- Audit Log: Ability to see history of exactly what has happened to a document.
- Version History: Allows you to compare previous versions of a document.
- Add Comments Via Email: Ability to add comments by emailing an email address provided.
- Add Password: creates a password required for any user to access the online document.
- Allow Edits only in HTML mode
- Convert to Wiki Page: converts the online document to a wiki page
- Print: prints the document with your designated printer
- Print to PDF: saves the online document as a PDF file
- Archive: Archives your document.
- Copy: Duplicates your document.
- Move: Give you the option to move to a different location.
- Rename: Allows you to rename the file.
- Trash: sends the document to the trash folder
Sharing an online document
On the right side of any online document, you will see a Share button. Click on the word Share to add subscribers to the document or click on the drop-down arrow to:
- Subscribers: add or remove subscribers to the document
- Send via Email: email a copy of the online document
- Send via URL: create a Permalink or Public Link to the online document
Comments, Version History, and Audit Log tabs
At the bottom of every online document are the following tabs:
- Comments: allows you to add a comment and notify subscribers via email. Learn about comments
- Version History: allows you to view previous, read-only versions of the document, compare two different versions, or revert back to an older version. Read about version control
- Audit Log: allows you to view all activity on the document such as views and modifications
