TABLE OF CONTENTS
I. Upload Document to Agenda
II. Upload Document Options
I. Upload Document to Agenda
Documents can be added to specific topics contained in the agenda. Only Organization Admins, Meeting Owners, and Meeting Collaborators can upload a document to the agenda. Follow these steps to add a document to meeting agenda:
While working on the agenda, click on one of the agenda items
The right side of the screen will display details that can be filled in regarding that agenda item
At the bottom of these details is a Documents section
Click the appropriate icon to upload a document
II. Upload Documents Options
There are five ways a document can be selected for upload:
User's computer
Document Center (within Boardable)
Dropbox
Google Drive
OneDrive
i. From User's Computer
Click Upload Documents
The file directory pop-up window will appear (Finder, File Explorer, Launcher, etc. depending on operating system)
Navigate to the appropriate directory
Double click the desired file to add it to the agenda or select multiple files and click the Open, Select or Choose button (depending on operating system)
To select multiple files that are sequential, click the first file, hold the shift button and then click the last file
To select multiple files out of order, click a file, hold down the Ctrl (PC) or cmd (Mac) button and continue to hold until all desired files are selected
ii. From the Document Center
Click the icon for Document Center
The Attach Document pop-up will appear
Navigate to the appropriate folder
Click in the box next to the desired file name or files to add a checkmark
Once a file is checked, the Attach button will appear
Click Attach to add the file(s) to the agenda
iii. From Dropbox
Click the icon for Dropbox
The Dropbox pop-up window will appear
After signing in (if necessary), navigate to the appropriate folder and files
Click in the box next to the desired file name or files to add a checkmark
To select all files within a folder, click the folder to view the contents, then click in the box at the top next to the folder name
When viewing a folder, click the minus sign at the top next to the folder name to deselect any files already selected (or click to uncheck the checkmark if all were chosen)
Once a file is checked, the Choose button will be available
Click Choose to add the file(s) to the agenda
iv. From Google Drive
Click the icon for Google Drive
The Google Drive pop-up window will appear
After signing in (if necessary), click Yes to allow Boardable access to the files (if asked - otherwise files cannot be selected)
If concerned, these permissions can be revoked after files have been added by doing the following:
Sign in to Google Drive from a Browser
Go to Settings (gear icon in the upper right corner)
Click Manage Apps
Click Options next to Boardable
Click Disconnect from Drive
A pop-up window will appear to confirm, click Disconnect
Click Done
The files added to Boardable will still be available in Boardable
Navigate to the appropriate folder and file(s)
Select the file or files to include
To select multiple files that are sequential, click the first file, hold the shift button and then click the last file
To select multiple files out of order, click a file, hold down the Ctrl (PC) or cmd (Mac) button and continue to hold until all desired files are selected
Once file(s) are selected, the Select button will be available
Click Select
v. From OneDrive
Click the icon for OneDrive
The OneDrive pop-up window will appear
After signing in (if necessary), click Yes to allow Boardable access to the files (if asked - otherwise files cannot be selected)
If concerned, these permissions can be revoked after files have been added by doing the following:
Enter the following address in a browser: https://account.live.com/consent/manage
Click Edit under Boardable
Click Remove these permissions
The files added to Boardable will still be available in Boardable
Navigate to the appropriate folder and file(s)
Hover over the file and click the circle that appears in order to add a checkmark next to the file
Continue adding checkmarks until all files are selected
To select all files within a folder, click the circle that appears when hovered over the folder name (only available in list view); click the checkmark to deselect
Once file(s) are selected, the Open button will be available
Click Open
Related Articles
Agenda - Build and Edit: learn how to build an agenda from scratch or from a template, edit items, and move items around
Add Documents to Meeting Page: learn how to add documents to the meeting page from a variety of sources
How do I create a Hyperlink in an Agenda?: learn how to insert a hyperlink into the meeting agenda
Meeting Center: learn how to run a more productive and efficient meeting