Room Documents and Folders

Room members can view and add documents on the Documents tab.

Included are all documents that have been uploaded to meetings in the room.

Screenshot: Room home page with Documents tab open, showing "Lucid" typed into the Search filter and two matching documents listed

Room manager's view of the Documents tab, with Filter enabled

Document Folders

Documents can be stored in folders for more organization. To add a folder, select Add folder, choose a folder name, and then click Add.

Screenshot: Room home with Documents tab open, with the "Add a folder" button highlighted

Add document folder

To move documents into a folder, select the down arrow in the actions menu on the right side next to the document, select Move, and then select the destination folder for the document. Additionally, you can create a new folder from this view. Once you select the folder, click Move.

Move, Change, or Delete a Folder

To move a folder into another folder, select the down arrow in the actions menu on the right side next to the folder, then select Move. Select the destination folder, and click Move.

To change the name of the folder or to delete it, select the down arrow on the same actions menu to the right, and select either Change Name or Delete.

Screenshot: Room home with Documents tab open, with the Actions menu open for a listed folder. Available actions are Move, Change name, and Delete

Actions on a document folder