MyGlue Adding Documents

  1. Log into MyGlue and select the organisation you are a part of (if not automatically taken to your organisation’s main page).
  2. Click Documents in the left-side of the screen.
  3. Choose the folder that you want to create a new document in.
  4. Click the +New button in the top-right corner of the screen. This will create and then immediately open a new document.
  5. Give the document a name that will be easily searchable (e.g. Invoicing clients for consulting work).
  6. Use content blocks in the editor window to create your content.
    • Heading – Creates a heading that is separate from other content.
    • Text – Creates a textbox that can be fully formatted and include rich media, such as embedded videos, lists, tables, images, headings, and various fonts.
    • Step – Creates a numbered step for a set of step-by-step instructions with a field for adding an estimated step duration as well as a roll-up summary that calculates a total duration for completing all steps.
    • Gallery – Creates a separate image block that can be useful for adding larger images and images with lots of details.
      myglue-content-blocks.png
  7. Attach any files that are related to the document. You can either drag and drop files from your desktop or, click in the dotted outline area and select the files you’d like to upload. The maximum attachment size is 50MB.
  8. Add any relevant related items to link to related information in your account.
  9. Add embedded passwords and sub-docs if needed. These items will be indexed for search but will always be stored inside the document.
  10. Change the security permissions if needed. The permissions will decide which users and groups from your MyGlue account, or which groups from TST’s account, can access the document.
  11. Click Publish.

MyGlue documents auto-save every 20 seconds, but your content will not be displayed outside of edit mode until you press Publish.

Note that you will be listed as the document owner, but anyone you share the document with can collaborate on your document if they have a role with permissions to create and edit data.