Documents & Media

How do I add documents or media to the Dashboard?
Hit the bookcase icon on the far left  Find your File Press on the button with the three little dots next to it and select Add to Dashboard. The po...
Mon, 1 Jun, 2020 at 11:49 AM
Editing documents in Lumi
If you have an Office 365 account, you can edit documents in Word Online, spreadsheets in Excel Online and presentations in Powerpoint Online from within Lu...
Mon, 1 Jun, 2020 at 11:51 AM
What are Media Categories?
Media Categories Media categories allow you to sort and relate files by whatever you need. They can be uncategorized or in multiple media categories to sui...
Wed, 5 Aug, 2020 at 4:09 PM
How do I change my view in the Card attachments?
Media Views You can easily switch your media views to different modes for different purposes. You can see all of your attachments in a list, separated by t...
Wed, 5 Aug, 2020 at 4:08 PM
How do I add a Media Category?
Media categories allow you to sort and relate files by whatever you need. They can be uncategorized or in multiple media categories to suit any purpose.  ....
Wed, 5 Aug, 2020 at 4:10 PM
How do I create a File Request?
File Requests are the new Lumi feature that allow you to request paperwork, images and archive materials from non-Lumi users that import directly to that Ca...
Thu, 17 Sep, 2020 at 1:39 PM
How do I send multiple File Requests at once?
If you'd like to request files from multiple Cards at once, you can create a File Request in bulk. Go to the Project Library, narrow your search by wha...
Thu, 27 Aug, 2020 at 11:54 AM
How to Upload Files via Lumi File Request
Upload Files to Lumi If you are the recipient of a File Request, you will receive an email that looks like the below. Follow the instructions provided and ...
Mon, 24 Aug, 2020 at 2:11 PM
How do I import File Requests?
To attach file requests that have been submitted to a Card, you need to first import them. Open the Card to see the files that have been uploaded. Lumi will...
Thu, 27 Aug, 2020 at 11:58 AM