Loops are a valuable way for external stakeholders, whether from within your organization or external entities, to engage with your documents, website, and resources. Follow these steps to create and share a loop effectively.

Getting Started

1. Access the Loop Page:
   • Navigate to the left side of your application's navigation bar and click on the "Loop" page.
2. Initiate the Loop Creation:
   • Click the blue 'Share Loop' button located in the top right corner of the page.

Adding Loop Details

1. Fill in the Loop Information:
   • Name of the Loop: Specify a name that reflects the individual, organization, or project related to the loop.
   • Select Files to Share: Choose the files you want to include:
     • You can select files individually.
     • Alternatively, use the 'Select All Files' button located above the file dropdown menu to include everything.
2. Provide Context:
   • In the context box, give users clear instructions on what they should focus on or how they can utilize the loop effectively.
3. Set Permissions:
   • Decide on the permissions to grant users:
     • Allow Users to Upload Files: Enables users to upload their documents for comparison, such as "How does my report compare?"
     • Allow Users to Open Shared Files: Allows the users access to view the files you’ve shared.
4. Display Buttons:
   • Add relevant buttons that link to useful resources (e.g., your homepage, specific documents, or attached sources). This makes it easier for recipients to navigate related materials.

Advanced Settings (Optional)

1. Access Advanced Settings:
   • Here, you can add a disclaimer—this informs users about the use of AI tools and ownership.
   • This disclaimer will be shown to new users when they first open the loop, requiring them to accept your terms and conditions.

Finalize and Share the Loop

1. Create the Shareable Link:
   • After setting up the loop, click the 'Create Shareable Link' button. This will automatically copy the link to your shared loop.
2. Share the Link:
   • Paste the copied link into a message for the individual(s) you want to notify, or enter it into your browser to test the loop.
   • A modal will open displaying:
     • The link itself for easy copying.
     • Various sharing options such as email, LinkedIn, Facebook, and WhatsApp.
     • An option to generate and download a QR code for quick sharing, especially if you are in close proximity to the loop recipients.
3. Completion:
   • Your loop will now be created and shared!

Enjoy engaging with your stakeholders and enhancing your data interactions!

Editing your loop…

If you need to make changes to an already created loop, follow these simple steps to update the information without altering the shared link.

Editing Your Loop

1. Access the Loops Page:
   • Navigate to the loops page in your application.