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Adding content to a space

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By attaching relevant correspondence and documentation, you can centralize the supporting information for a space. For example, you can add sales orders from your customers so the orders are available for other users of your space.

You can add any type of file to a space.

  1. In the user portal that you use, for example Case Manager, click Spaces.

  2. Select the space where you want to add content.

  3. In the Recent content section, click the Add content icon, and then do one of the following actions:

    • Create a new document by using the rich text editor.
    • Add an existing document to reuse content from another space.
    • Add a URL, for example an address of a page of your customer.
    • Upload a local document.
    • Select a file from an external repository.
  4. Optional:

    To provide only relevant content for the users, grant access to the document to members of a space or case by performing the following actions:

    1. In the Available to section, select Limited.

    2. From the Select type list, select Space or Case.

    3. In the Name field, enter the name of a space or case.

  5. Click Submit.

  • Discussing content in a space by using Pulse

    To provide additional information to content that you add to a space, you can collaborate with other users of your application by using Pulse. For example, you can prepare and collaborate on a draft of a presentation that your team is to deliver.

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