This guide will walk you through the process of uploading a video to Policy Passport using a token from Vimeo or YouTube.
Steps:
1. Go to admin.policypassport.com
2. Click "Admin"
3. Click "Files"
4. Click "+ Create New File"
5. Click "Give this file a name..."
6. Provide a name for your file
7. Click "Next"
8. Click "Video"
9. Choose the platform where your video is hosted (YouTube or Vimeo)
10. Click "Video embed token"
11. Type in your token
Provide the Vimeo embed token.
12. Wait for the video to appear on the screen
13. Click "Next"
14. Click "File version" and provide a version number for the file
15. Assign the file to a category
16. Optionally, you can specify the number of days needed to complete the file
This setting is useful when you want your employees to complete the file within a specified time frame.
17. Click "Next"
18. Optionally, provide a display note
This setting is useful if you want to provide any additional details about the file.
19. Optionally, click "Reminder Date" and choose a date
This is useful if you want to be reminded to review the file sometime in the future.
20. Click "Next"
21. Optionally, create a test for your file
22. Click "Next"
23. Optionally, enable employees to provide feedback on the file
24. Optionally, add an acknowledgement to the file
25. Click "Next"
Once a file has been created, it defaults to being unpublished. To assign and publish the file, follow the additional steps below.
26. Click "Manage groups"
27. Choose which group(s) to assign the file to
28. Click "Update"
29. Click "Publish now"
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