Ideagen Huddle Help
Getting started user guides
Beginners
- Step 1: Signing in
- Step 2: Navigating Huddle
- Step 3: Setting up your profile
- Step 4: Understanding Workspaces
- Step 5: Uploading files to Huddle
- Step 6: Organizing files & folders
Workspace Managers
- Step 1: Introduction to Workspace Managers
- Step 2: Planning a Workspace
- Step 3: Setting up a Workspace
- Step 4: Workspace Settings
- Step 5: Setting up Teams
- Step 6: User management
Administrators
- Step 1: Introduction to Administrators
- Step 2: Accessing the Account settings area
- Step 3: Monitoring user numbers & configuring Account settings
- Step 4: Responding to Workspace creation requests
- Step 5: Managing your Account's Workspaces
- Step 6: Adding your organization's branding to your Account
Company Managers
- Password Policy Authentication
- Step 1: Introduction to Company Managers
- Step 2: Accessing the Company Manager area
- Step 3: Managing users
- Step 4: Adding users to a Company
- Step 5: Managing Public files
Huddle features
File Requests
Files & folders
- ★ Using bookmarks
- ★ How to Create Microsoft Office Documents in Huddle
- ★ How to Compare two versions of a document in Huddle
- ★ How to Make a Zip File on Mac OSX
- ★ How to Make a Zip File on Windows
- ★ How to Lock A Document
Tasks
- ★ How do I change the status of a task or assign a task to different users?
- ★ How do I create or add a new task?
- ★ How do I add a comment to a task?
- ★ How do I change or filter my tasks view?
- Tasks FAQs
- Can I view tasks activity?
People & profiles
- ★ What to do if you have forgotten your password or need to reset it without logging into Huddle
- ★ How to change your password in Huddle
- ★ Editing your Profile
- Account locked out after too many login attempts
- Special characters not supported in email addresses
- How to change your Two-Factor Authentication (2FA) phone number in Huddle
Administration & settings
- ★ An Introduction to Folder Access in Huddle
- ★ How To Manage Teams in Huddle
- ★ How to Create a Workspace
- ★ Administrator, Company Manager, Workspace Manager, what are the differences?
- ★ What is a Company Manager and How does the Company page work?
- ★ Can Huddle brand my workspace overview?
Dashboard & overview
- ★ How to navigate between workspaces
- ★ Huddle Prerequisites
- ★ What is the Workspace Calendar Used For?
- ★ What is the difference between 'My Dashboard' and a 'Workspace Overview'?
- How to view your notifications
- How to leave a Workspace
Huddle Note
User guides
- Signing a PDF document electronically
- Setting up a PDF document for electronic signing
- Unable to edit documents using Office online - page loops
- How to Use Huddle for Office
- How to use Huddle for Windows and Mac
- Account Administrators and Workspace Managers
Best practice
On-boarding users
Webinars & videos
New account setup
Apps & integrations
Mobile apps
- ★ How to Use Huddle for Android: An Overview
- ★ Where can I get the Huddle for Android app?
- ★ Huddle for iPad and iPhone App Guide
- ★ Where can I get the Huddle for iPad and iPhone app?
- Using mobile passcode on the Huddle iOS and Android apps
- Save files into Huddle from your iPhone
Integrations & add-ons
- ★ Huddle and Microsoft Power Automate (Flow)
- ★ How do I know what version of Huddle Desktop I am running?
- ★ How to Comment in Office
- ★ How to Save to Huddle for Microsoft Word
- ★ How to save emails to Huddle
- ★ Huddle for G Suite FAQ
Product updates
Security & technical
Information for logged in users
API & developer
Planned maintenance
- Scheduled Planned Maintenance Sunday August 23rd 2020 BST (Saturday August 22nd 2020 PST) Global Huddle instance only
- Scheduled Planned Maintenance Tuesday February 18th 2020 EST (US Huddle instance only)
- Scheduled Planned Maintenance Saturday 31st August (PST) - Sunday 1st September (BST) 2019 (Global Huddle instance only)
- Scheduled Planned Maintenance Saturday 6th October 2018 (Global Huddle instance only)
- Scheduled Planned Maintenance Huddle US instance 20/10/2017 - 21/10/2017
- End of support for TLS v1.0 encryption protocol - update
Uptime & security
- End of Huddle support for Internet Explorer 11
- Issues seeing 'Files' tab in Internet Explorer
- Planned Huddle infrastructure upgrade for the US platform
- Planned Maintenance
- Which browser and OS does Huddle support?
- Does Huddle confirm to W3C Web Content Accessibility Guidelines?
Packages
Essential, Plus & Premier
Trial accounts
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