01
Open Upload my tool
In the sidebar, under Tools, click Upload my tool. The form opens. You can also use the button in the catalogue.
You do not need to select a client: here you send the tool file and explain how you use it.
Upload my tool
Tools → Upload my toolSend a file of your own tool and explain how you use it with your clients.
Access · Description · File and author · Submission
View this page’s sections
01Open the form02Describe your tool03Attach the file and review authorship04Send and check the resultAll manual pages
Manual
User manual
Getting started
Your day
Tools
In session
Record and recap
Group work
Between sessions
Your business
Your brand
My account01
Open the form
Find the entry in the menu.
02
Describe your tool
Complete the fields in the order shown.
02
Enter the tool name
In Tool name, enter the name you use to identify it, for example, Performance Wheel. It must contain at least three characters.
If the name is missing or too short
When you click Send my tool, the message Give your tool a name. appears. Enter at least three characters and send again after reviewing the rest of the form.
03
Explain what you use it for
In What do you use it for?, describe when you use it during the process and what you want the client to discover.
For example: At the start of the process, to identify the areas the client wants to improve. This field is optional.
04
Select a category
Open Which category does it fit in? and choose the category that best describes your tool. The list contains the catalogue categories.
You must select a category or enter your own using None of these.
If none of the categories fits
Select None of these. In the field that appears below, enter the category you would give it, for example, Session preparation.
If you choose a category from the list again, this field is hidden and its contents are cleared.
If you have not selected or entered a category
The message Pick a category, or write your own. means this information is missing. Select an option or complete your own category field before sending again.
05
Tick what the client does with the tool
Under What does your client do with it?, tick every action that applies. You can combine several:
- Fills in text fields: enters information or reflections.
- Scores from 1 to 10: assigns scores.
- Picks between options: selects answers.
- Sorts or prioritises: organises items by importance.
- Draws or drags: moves or represents items.
- Answers open questions: writes detailed answers.
These checkboxes are optional.
06
Describe what the client takes away
In What do they take away at the end?, describe the result the client receives: a PDF, a chart, a score or an action plan.
For example: A chart with the scores and an action plan. This field is optional.
03
Attach the file and review authorship
Select the document and specify how the author should appear.
07
Attach your tool file
Under Your file, click Choose file and select the document on your computer.
You can attach one file of up to 10 MB: PDF; Word (.doc, .docx); Excel (.xls, .xlsx); PowerPoint (.ppt, .pptx); images (.png, .jpg, .jpeg, .webp); CSV or text (.txt).
A file is required. If your tool uses another format, export it to a supported format before choosing it.
Check the selected file
The filename appears next to Choose file. Check that it is the correct document. To replace it, click the button and choose another file.
If no file is attached
When you send, the message Choose the file you want to send us. appears. Click Choose file, select the document and send again.
If the file exceeds 10 MB
The message That file is over 10 MB. appears and the file is not attached. Prepare a smaller version or one containing the necessary pages and choose it again.
Check that its name appears next to the button before sending.
If the format is not supported
If the message We do not support that format yet. appears, export the document to a supported format, such as PDF, and select it with Choose file. Then send again.
08
Choose whether to appear as the author
Under Is it yours?, tick It is mine and I want to appear as the author if the tool belongs to you and you want your name to appear.
If you leave the box unticked, you do not request an author credit; the form states that it is published anonymously.
Review the author name
When you tick the box, a field appears with your profile name. Keep it or replace it with the name you want to appear under.
If the field is empty, enter that name. Unticking the box hides and clears the field.
04
Send and check the result
Review the confirmation or resolve the error message.
09
Review and send your tool
Check the name, category and attached file. Also review the description, actions, outcome and author if you completed them.
Click Send my tool. During submission, the button displays Sending… and is disabled.
When the receipt message appears
The message starting with Received. confirms the submission. The form clears and the panel closes automatically.
You do not need to send the same file again after seeing this confirmation.
If the submission fails
If the message We could not send it. Please try again in a moment. appears, the submission is not confirmed. Check your connection and try again.
The form keeps your information so you can review it before clicking Send my tool again.
Before sending
Check that the name contains at least three characters, you have selected or entered a category, and a file is attached, uses a supported format and does not exceed 10 MB.