Manage Research in Research Hub

Suite
Strategy & Research
Product
Qualtrics
What's on this page

About Managing Research in Research Hub

The Manage Research tab allows you to upload files into Research Hub that can be searched and accessed by users through Search.

See Research Hub for more information on how to set up and use Research Hub.

Attention: This feature is only available to users on the new simplified pricing and packaging plans or customers who actively participated in the Preview Program for this feature. For more information, see Qualtrics Public Preview. If you have questions about your Qualtrics pricing and packaging plan, reach out to Account Services.
Attention: By default, uploaded documents will follow the brand-wide limitations set by a Brand Administrator. See Managing Document Access for information on limiting who can view specific documents.
Qtip: Files cannot exceed 100MB. You can upload up to 20,000 files for the brand. Existing surveys, dashboards, and other projects do not count towards this limit.

Uploading Files to Research Hub

Navigate to Manage Research.
Manage research tab, with add documents button
Manage research tab, with add documents button
Click Add documents.
Select Upload documents.
Click Choose files and select the files you’d like to upload.
Choose and upload files
Choose and upload files
Attention: You can upload PDFs, Word Documents, and Powerpoint files from your computer to Research Hub.
Click Upload documents.

Uploading Files from Google Drive or SharePoint

In addition to uploading files from your computer, you can also add files to Research Hub that are saved in Google Drive or Microsoft SharePoint.

Navigate to Manage Research.
image of opening the manage research page and deciding to add from google drive or sharepoint instead of uploading from a computer
image of opening the manage research page and deciding to add from google drive or sharepoint instead of uploading from a computer
Click Add documents.
Select either Import documents from Google Drive or Import documents from Sharepoint.
 Select Import documents.
new window with a short message
new window with a short message
Qtip: You can only select up to 25 files at once to import from Google Drive or SharePoint.
Log into either Google Drive or SharePoint. If you’re already logged into that service in another tab, you may not have to log in again.
example page of what it looks like to log into a google account
example page of what it looks like to log into a google account
You’ll be brought back to Qualtrics, where you’ll see your chosen service embedded in a window.
For Google Drive, you can use SHIFT and click to select multiple files. Search files by name, change the sorting order, and adjust between a detailed and list-style view.
google drive window
google drive window
For SharePoint, you can navigate between folders and use any of the filters or search options shown. To select multiple files, click the checkmark next to each file.
sharepoint window
sharepoint window
Click Select at the bottom of the window to upload selected files to Research Hub.

The Manage Research tab contains all the documents uploaded into Research Hub for your organization. In the document table you can view information about each file, including who uploaded it and who it is available to. For more information on selecting the audience for each document, see Managing Document Access.

You can search for documents by clicking the search icon. To delete a document, select it using the checkmark to the left of the file, then click the trash icon.

Search and trash can icon
Search and trash can icon

Click on a row to view that file, including information about who uploaded it, when it was added, and more.

Information section of an uploaded document
Information section of an uploaded document
Qtip: It may take up to 24 hours for AI summaries to be available after a file is uploaded.
Qtip: AI generated summaries are available for brands with the “Allow Third Party Generative AI Features” setting enabled. Reach out to your Brand Adminstrator if you are interested in this feature.

Was this helpful?

The feedback you submit here is used only to help improve this page.

That's great! Thank you for your feedback!

Thank you for your feedback!