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Uploading Documents

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Jimmy Kim
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Getting Started 
Welcome to the first and most important step of using DocSend -- uploading content! Users can begin this process by going to the Content tab where content can be dragged and uploaded directly from a device or through other cloud-based services such as:

  • Box
  • Dropbox
  • Google Drive
  • OneDrive
  • OneDrive Business

Note: All services can be disconnected by selecting the signout option on the right after connecting. DocSend only supports with personals accounts on Onedrive or Google Drive.

Accepted Document File Types
DocSend accepts many document file types. Below are the document file types and extension that can be uploaded: 

Here's how to upload a document

  1. Access the Content tab
  2. Select 'Add Content' at the top right
  3. Choose a file from a device or any of the above listed services
  4. The document will begin to upload and let you know once it is completed
    • You can modify the name of the upload at this point or users can add a note

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 Multi-asset upload
With multi-asset uploading, users can queue multiple pieces of content to be uploaded from their device or any of the cloud-based content services listed above. See File upload limitations for more details on upload capacity. Here's how:

  1. To upload multiple assets, highlight the files and press the upload button on the bottom right of the uploader. Users can also choose to upload more by selecting the upload more button located on the bottom right next to the upload button or by selecting a folder. 
  2. As each asset is uploaded, a progress bar will be visible showing the status of the asset upload. Here's how it works:
  3. Users can then move content within folders easily by dragging and dropping them. See Organizing content within folders for more information. 

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Multi-asset upload FAQ

  • Q: Can I upload whole folders into DocSend?
    • A: Yes, users can upload multiple assets within a folder by dragging and dropping them onto the uploader. Folder structures are not preserved when uploading folders. 
  • Q: Can I upload multiple files within a Space? 
    • A: Yes, users can upload multiple files into a Space using the 'Add content' button when accessing a Space. See managing content in a Space.
      Multi-file_uploading_in_Spaces.gif

  • Q: Can I upload multiple files through the Gmail or Outlook extension?
    • A: Yes, users can add multiple files through our Gmail/Chrome plugin and Outlook add-in. See our help center articles for more information on Creating links with the Gmail or Outlook extension.
      Multi-asset_uploading_in_extensions.gif

What about other file types?
Users on Standard, Advanced, or Enterprise will have the opportunity to upload a variety of file types that can be shared as download-only such as:

  • Video
  • Audio
  • Images
  • Text
  • Archive
  • Spreadsheets

Check out our help center article on Download-only content and File Upload Limitations to know more about different content types and limitations.

Animations & Transitions 
DocSend does not support animations and transitions in powerpoint presentations. Users can add gif animations in powerpoint presentations as an alternative. Gifs will automatically play within a powerpoint and is a great way to enrich the visitor's experience. Here's how it works:

  1. Edit and create a Gif image 
  2. Open a powerpoint and add the gif image into any slide.
  3. Save the file and upload the file into DocSend.
  4. Users can preview the presentation and see the gif animation play within the presentation.

Here's how it looks in DocSend's document viewer:

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 Reference Links (Table of Contents)

Users are now able to include reference links within uploaded documents to their account! This will allow users within a presentation to select a hyperlink from a document's Table of Contents that will redirect viewers to the given page of the presentation. Also, outside of presentations, when a visitor has been shared a link to view a document, they are able to interact with the referenced links within the document to quickly navigate to a given page. 

Presentation ViewScreen_Shot_2019-11-22_at_3.18.28_PM.png

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For more information on how to create reference links within common document programs, please visit the links below:

Table of Contents with Google Docs

Table of Contents with Word

Table of Contents with Powerpoint

Bookmarks with Google Docs

 

Next Steps
Check out our article on Creating Links to learn how to create and share content with potential visitors.

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