Using the Create Menu

What is the Create Menu?

The Create Menu is a feature that allows you to quickly add a new conversation, event, user or event resource to a property or event without having to enter a specific area to start the creation process. The Create Menu is available to be interacted with in any area, at any time.


How and where do I access the Create Menu?

The Create Menu can be easily accessed from the top of the page of any area of the application. To begin interacting with the Create Menu, click the green + icon found to the top left of the page. This will open up the Create Menu, from which you can select the option that relates to what you wish to create. Please note that the option to create new users, events and resources are only available for Admin users (Group and Full), and will not be displayed for general users when the Create Menu window is opened.


Why would I use the Create Menu to add to my properties and events?

The Create Menu gives you the freedom to create something new in properties, events and areas you have access to without having to enter said property/event/area. When you have completed your new creation, you will be returned to the page that you invoked the Create Menu on. This allows you to quickly add new conversations, events, users and event resources without it interrupting your current interaction with the application, so that you can easily pick up where you left off!


How do I create a conversation with the Create Menu?

To begin creating a conversation with the Create Menu, click on the green + icon found on the header of the page, which in turn will open the Create Menu.

Select the Conversation icon to begin creating a new conversation. A new window will appear and you will be asked to select which property, event and area that you'd like the conversation to be added to. Note that you can only add new conversations to properties and events that you have permission to access! 

Once you have chosen where the conversation will be added, you will be taken to the conversation creation page to begin creating your conversation.

If you just wish to create a discussion, complete the fields presented and click the button at the bottom of the form to continue.

If you wish to add a document, click on the 'Add A Document' area or drag a document from your desktop onto the area displayed to select the file you wish to upload.

If the document is a PDF or image file, you will have the option to make the file annotatable by selecting the Allow Annotations checkbox (for further information on Document Annotations, please refer to the 'Using The Document Annotations Feature' category of the Knowledge Base).

Once you have clicked to continue, you will be asked to add subscribers for your conversation. Simply select the users you wish to be notified and click on the Save button to finish creating the conversation. If you don't want to add subscribers at this time, you can skip this part by just selecting the Save button to finish.

Once completed, you will be returned to the page where you initiated your creation with the Create Menu. To quickly view your conversation, click on the banner message displayed at the top of the page (as demonstrated below).


How do I create an event using the Create Menu?

NOTE: ONLY ADMIN USERS CAN CREATE NEW EVENTS IN THE APPLICATION

As we did with creating a conversation with the Create Menu, to begin creating a new event you must click on the green + icon (found on the header of the page) which will open the Create Menu. 

Select the Event icon to begin creating your event. A new window will appear and you will be asked to choose which property you would like to add the event to.

Once you have selected your property, you will be taken to the New Event page to begin configuring your event. Once you have completed the New Event form successfully, your event will be added to your selected property.

You will be returned to the page where you initiated your creation with the Create Menu. To quickly view your event configuration dashboard, click on the blue banner message displayed at the top of the page.


How do I create a new user using the Create Menu?

NOTE: ONLY ADMIN USERS CAN CREATE NEW USERS IN THE APPLICATION

To begin creating a new user you must click on the green + icon (found on the header of the page) which will open the Create Menu. 

Select the User icon to begin creating your user. A new window will appear and you will be asked to choose which property you would like to add the user to.

Once you have selected your property, you will be asked to provide an email address for the new user, followed by their name, user role and event/area access.

When the New User form has been successfully submitted, the user will be added to the selected property and receive an activation email from the application.

You will be returned to the page where you initiated your creation with the Create Menu. To quickly view the user's configuration page, click on the blue banner message displayed at the top of the page.


How do I add an event resource using the Create Menu?

NOTE: ONLY ADMIN USERS CAN CREATE NEW EVENTS IN THE APPLICATION

To begin creating a new event resource you must click on the green + icon (found on the header of the page) which will open the Create Menu. 

Select the Event Resource icon representing the resource you would like to add to an event. A new window will appear and you will be asked to choose which property and event you would like to add the resource to.

Once you have selected your property and event, you will be asked to complete a short form by adding or uploading the resource details to the relevant page.

Once you have successfully submitted this form, the event resource will be added to your selected event and be available to all users that have access to said event.

Upon completion of your new event resource, you will be returned to the page where you initiated your creation with the Create Menu. To quickly view your event resource, click on the blue banner message displayed at the top of the page.