TABLE OF CONTENTS

I. View Meeting Documents in Meeting

II. Upload Meeting Documents in Meeting

III. Upload Document Options


I. View Meeting Documents in Meeting

Meeting documents are listed on the meeting page under the heading Documents. For easy access during a meeting, those files can be viewed through the navigation panel.

To view documents in a meeting:

  1. Join the meeting

  2. Click on the document icon to view the list of meeting documents

  3. Click on a document to view it in the meeting window - it will open over the meeting view

  4. Once viewed, the following options are available:

    1. Zoom in / out

    2. Move doc around (if zoomed in) using the pan hand

    3. Move between pages if document has more than one

    4. Enter full screen mode

    5. Download the document

  5. To close the document, click on the X in the top right

II. Upload Meeting Documents in Meeting

Only available to Organization Admins and Meeting Owner / Collaborators. The Documents tab provides the ability to upload files, from various sources, during the Boardable Spotlight meeting. Meeting documents are uploaded in real-time, allowing participants to instantly view the newly uploaded document during the meeting.

To upload files during a meeting:

  1. Join the meeting

  2. Click on the document icon to view the meeting documents

  3. Click on one of the document options to choose a file to upload (please refer to Upload Document Options for more information on the upload sources)

    1. The document is immediately available for everyone in the meeting to see

III. Upload Document Options

There are five ways a document can be selected for upload:

  1. User's computer

  2. Document Center (within Boardable)

  3. Google Drive

  4. OneDrive

  5. Dropbox

i. From User's Computer

  • Click arrow document icon

  • 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 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 and/or file

  • Click in the box next to the desired file name or files to add a checkmark

  • Once a file or files are checked, scroll to the bottom and click the Attach button

iii. 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 Settings

      • 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

iv. 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

v. 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


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