Crowd Docs

Creating and Editing Documents on Crowd

Crowd's Docs feature is a comprehensive tool that enables users to create and store documents related to their team projects. It is designed to provide an all-in-one platform for user research, allowing teams to manage all aspects of their projects in one place. Key Use Cases Document Management: With the Docs feature, teams can easily manage and organize all their project-related documents in one place. This eliminates the need to store documents in different locations or platforms, making it easier to locate and access important information. Knowledge Sharing: The Docs feature allows teams to share knowledge and best practices within the team. For instance, a team member can create a document to share their learnings from a user research project, making it accessible to other team members for future reference. This promotes knowledge sharing and encourages collaboration. How to Use the Document Feature on Crowd 1. Accessing the Docs Feature: - Click on the Docs icon on your dashboard. 2. Creating a New Document: - Click on the "Create New Doc" button. - To begin creating a document from scratch, click on the "Start from Scratch" button. - Alternatively, you can pick a template and tailor it to suit your needs. Crowd offers a variety of templates to meet different needs. To view details about each template, click on the "View details" button. To start customizing your template, click on the "Use Template" button. 3. Filtering and Searching Templates: - Use the filter option to find a particular template quickly, or use the search button to search for specific templates. 4. Formatting and Linking Projects: - Crowd Docs provides a wide range of formatting options. You can link different saved projects on your workspace to a document. This includes published unmoderated tests, moderated tests, feedback widgets, and Kanban boards. To unlink a project, click on the "Link to a Project" dropdown and deselect the project. 5. Managing Documents: - You can delete or duplicate a document. Please note that deleted documents cannot be restored. - Always click on the "Done Editing" button to save changes made to your document. For more information on how to maximize the use of Crowd's Docs feature, refer to our demo video.

Sharing Documents on Crowd

To share a document on Crowd, follow these steps: 1. On your dashboard, navigate to the doc icon and click on it. 2. Select the document you would like to share. 3. Click on the share icon at the top right of your document. 1. Click on "Copy Link." Your unique link has now been copied to your device's clipboard. You can proceed to paste it wherever relevant. Note that anyone with the link can view the document. 2. Alternatively, you can share the document as a PDF. To do this, also click on the share icon and then select "Export as PDF." Your document will be downloaded to your device. Check the downloads section of your device to access it. For further assistance on how to share documents on Crowd, feel free to contact our support team or refer to our demo video.

Securing your documents on Crowd

At Crowd, we take your security and privacy seriously. We are committed to ensuring that your documents and personal information are protected. Security Measures 1. Data Encryption All data transferred between your device and Docs is encrypted using industry-standard SSL/TLS encryption protocols. This encryption ensures that your documents and data remain confidential during transmission. 2. Access Control Docs employ strict access controls and authentication mechanisms. You have control over who can access your documents, and you can set permissions to determine whether collaborators can view, edit, or comment on your documents. 3. Data Backups We regularly back up your data to prevent data loss. These backups are securely stored to ensure document recovery in case of unexpected events. 4. Vulnerability Testing Our security team conducts regular vulnerability assessments and penetration testing to identify and address potential security weaknesses. 5. Compliance We comply with data protection laws and regulations, such as the General Data Protection Regulation (GDPR). Our practices are designed to protect your data and privacy rights. Privacy Practices 1. Data Ownership You own the content you create and upload to Docs. We do not claim ownership of your documents, and we do not use them for any purpose other than providing you with our services. 2. Data Collection We collect minimal data required for the operation of Docs, such as your email address and basic account information. We do not sell or share your personal information with third parties for advertising or marketing purposes. 3. Document Privacy By default, your documents are private. You have control over sharing and can choose who has access to your documents. We do not access your documents unless explicitly requested by you for support or troubleshooting. 4. Data Deletion You can delete your documents and account at any time. When you delete a document, it is removed from our active servers, and we make reasonable efforts to ensure it is not recoverable. 5. Transparency We are committed to transparency about our security and privacy practices. If you have questions or concerns about our security or privacy policies, please refer to our Privacy Policy or contact our support team for clarification. At Crowd, your security and privacy are paramount. We continuously update and improve our security measures to protect your data, and we respect your right to control your documents and personal information.