What is Bigtincan Drive?
Drive is a new centralized CMS for enhanced platform-level content management.
Bigtincan Drive allows admins to:
- Upload a variety of different file types
- Edit uploaded content
- Add Folders to organize uploaded content
- Create shareable weblinks to share content
Note: For Zunos customers, the Zunos Admin site contains Bigtincan Drive and all capabilities described can be accessed within the current site.
Drive is broken up into 4 distinct sections:
- Drive: Content upload and management
- Reports: Run reports pertaining to uploaded content
- Users: Manage user personnel in relation to uploaded content
- Settings: Wide Range of settings pertaining to content and organization
Drive
This area is where content is uploaded and managed.
Drive Overview
Navigate to Bigtincan Drive > Drive. You will see a screen similar to the following:
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Select this drop down menu to upload content into the Drive. For more information on uploading content, see the following section “Add Content.” |
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Select previously uploaded content, then select this option to activate content. When activated, this content will be able to be accessed in the Content Hub. Note: This option can only be selected if the content is deactivated. |
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Select previously uploaded content, then select this option to deactivate content. When deactivated, users will not be able to access this content. Note: This option can only be selected if the content is activated. |
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Select the previously uploaded content, then select this option. The content will be deleted from the drive. |
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Create a copy of the content for use in a variety of potential options including:
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Pastes the copied content in a Drive folder location |
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Generate a link that can be shared with other internal users. |
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Download the selected content to your local device |
Add Content
With Bigtincan Drive, administrators can upload and store content to make it accessible in the Content Hub. The “Add Content” function serves as the backbone for the entire process. You can add one of three possible content types:
- Folder
- File
- Weblink
Note: Zunos customers will see all their current options.
Add Folder
- Navigate to Bigtincan Drive > Drive> Desired folder you wish to upload file
- Select the “Add Content” option. You will access a drop down menu
Note: Depending on individual tennant licensing, images may slightly vary. - Select the “Folder” option
- A window similar to the following will automatically generate:
- Fill in the Folders Title and select “Create”
- The newly created folder will appear in the “Live Content” Section:
File Upload
- Navigate to Bigtincan Drive > Drive
- Select the “Add Content” option. You will access a drop down menu
Note: Depending on individual tennant licensing, images may slightly vary. - Select the “File Upload” Option
- A window similar to the following will generate:
- Browse through files on your computer you wish to upload.[You can select and add multiple files at one time]
- Toggle the “Make active on upload” option if you wish the file to be immediately available. If not, you can activate at a later time in the file’s “Details Page.”
- Select “Save” and the file will appear in the folder which it is associated and in the “Live Content” Section
Note: The file will only appear in the Live Content section if it has been activated.
Web Link
- Navigate to Bigtincan Drive > Drive> Desired folder you wish to upload Web Link.
- Select the “Add Content” option. You will access drop down menu similar to the following, select Weblink
Note: Depending on individual tennant licensing, images may slightly vary. - Fill in the Name you wish to give the Weblink on the popup you see.
- Paste the associated URL
- Select the “Create” option
- The Web Link will appear in the folder with which it is associated
Accessing Content in Content Hub from Drive and other Product Hubs
Once uploaded to Bigtincan Drive, users can now access the content and add files to their Stories.
- Navigate to Bigtincan Content Hub
- Either create a new story or open an existing one
- Find the “Files” section of your story
- Select “Add File”
- Select “Bigtincan Drive”
- Navigate through the uploaded content
- Select either BrainShark or Drive Content:
- Navigate through the hierarchical structure:
- Or use the search function to locate specific files:
- Select either BrainShark or Drive Content:
- Select desired file(s) you wish to add
- The files will display in the “Files” section of the story
File Options
Depending on the type of content added, there are a variety of options available under the “Options” title for that individual file within the story. File options include:
- Copy
- Sync
- Link
Copy
Selecting this file option will create a copy of the material from Drive and add to the story. This ensures a snapshot of the content for which any updates will not be synced.
Sync
Selecting this option attaches content to the story that will automatically update when the content is updated in Drive. This ensures that the content always matches what is in the Drive. This is the default mode. The current fields that are being synced are modification date, tags, expiry date and the file itself.
Link
This populates when the content added is a “Weblink” or when attaching a Brainshark item or Zunos learning content to the story. A copy of this content is not added to the story. Instead, this link will open the content item so they can view and interact with it from Content Hub. All linked content is blocked from sharing at this time.
Publish
Publish the story as usual to show the content to their end users. End users that have access to the Story per their Content Hub permissions will be able to see the files and the links. The share status of all files in Content Hub (regardless of their source) are managed within Content Hub.