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:

  1. User's computer

  2. Document Center (within Boardable)

  3. Dropbox

  4. Google Drive

  5. 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


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