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The Loopio Highspot Integration allows Loopio users to seamlessly import Highspot content to add as supporting documents to their Project Entries.
Prerequisite: Integrate Highspot with Loopio
Importing Files from Highspot to a Project Entry
To attach a supporting file from Highspot to a Project Entry:
- On your Project Entry, click Add Attachment
- Select Highspot
- Highspot files will be displayed, select one file and click Add Content
Note: Only one file can be imported at a time.
Once these steps are completed, the file is downloaded and added to the Project Entry.