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Please submit all tickets via the portal or email us at support@imeetcentral.com. All tickets will be answered in order of priority on Wednesday, July 5th, at 7am PST.

Online documents

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

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
Save Document

 

 

 

 

 

 

 

 

 

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
Options menu 
 
 
 

 

 

 

 

 

 

 

 

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
Share Drop Down
 

 

 

 

 

 

 

 

 

 

 

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.
  • Version History: allows you to view previous, read-only versions of the document, compare two different versions, or revert back to an older version
  • Audit Log: allows you to view all activity on the document such as views and modifications
Comments-version-audit
 
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