Uploading and Attaching Files to Cards

Roles: Authors

Uploading external content onto Guru Cards allows your team to quickly find and share files like PowerPoints, case studies, and other formatted pieces that are often shared outside of Guru. It also guarantees your team will use the correct version and ensures that all of your assets go through Guru's verification process.

How to Upload and Attach Files to Cards

  1. Select the asset(s) you would like to add. We support all files, examples include: PDFs, powerpoints, docs, spreadsheets, videos, and more.
  2. Drag the file onto the Card while it's in edit mode. From the web app editor, you can also use the file icon to browse for your desired file, it can be from a multitude of sources including your desktop, Box, Dropbox, GoogleDrive, OneDrive, Gmail and more. To ensure your team gets the benefits of Guru within their workflow, files should only be uploaded if they include assets the team isn't utilizing in real time, such as, sales decks, videos, case studies, published guides, and industry reports. Screen Shot 2016-09-27 at 6.10.00 PM.png
  3. Edit the file of the title to reflect how you would like your team to see it.
  4. Save the Card. When saving, choose the visibility you would like your Card to have. This visibility applies to the file and defines with whom your team can share it. We recommend making a Card accessible by granting "File Access" if you want your team to share the file(s) with customers. Your customers won't be able to access the Card without an authenticated team login, but to access the file the "File Access" box needs to be checked within the Privacy/Sharing settings.