I. Identifying Type of File Upload

II. Viewing Options Based on Upload

III. Viewing Files Based on File Type

I. Identifying Type of File Upload

The small icon next to the file name in the Document Center will help identify how the file was uploaded.

To view the files and identify each type:

Click Documents from Boaradable's main menu panel
Navigate to the desired folder
1. If the image next to the file name has no symbol attached to the icon, it was uploaded from a computer
2. If the image next to the file name has a small symbol, it is a linked file and the symbol will show where it was linked from; for example:
  1. Linked from Dropbox
  2. Linked from Google Drive
  3. Linked from OneDrive

II. Viewing Options Based on Upload

How a document can be viewed depends on how it was uploaded to the Document Center and the type of file it is.

Based on the type of Upload:

Uploaded from User's Computer
1. These documents will have the option to Open PDF from ellipsis menu
2. These documents will sometimes have the option to Download as Pdf when the name is clicked
3. Please refer to Viewing Files Based on File Type for more information
Uploaded from Dropbox, Google Drive, or OneDrive
1. The only option available is to click the file name
  1. Click the name of the file again to open it in the associated app it was linked from

III. Viewing Files Based on File Type

The following provides an overview of what can be expected when viewing uploaded files of various types (this does not apply to linked files). Files uploaded from a computer will have the option in the ellipsis menu to Open PDF - the only exceptions to this are csv and docx files.

Options and performance based on file type:

Apple Files
1. Includes Keynote (.key), Numbers (.numbers), Pages (.pages)
2. Click Open PDF from ellipsis menu
  1. In some cases, this will result in a '500 Server Error'
  2. These types of files are not the best candidates to convert to PDF
3. Click on the name of the file in Document Center
  1. Click Open to view the file in a new window
    If the image for the file is blue, it may not open to a new window; it will instead download the file to your computer
  2. Click Download to download the file and view it from your computer
Comma separated files (.csv)
1. The Open PDF from ellipsis menu is not available for this file type
2. Click on the name of the file in Document Center
  1. Click Open to view the file in a new window
  2. Click Download to download the file and view it from your computer
Image files (jpeg, png)
1. Click Open PDF from ellipsis menu
  1. Opens file in a new window
2. Click on the name of the file in Document Center
  1. Click Open to view in a new window
  2. Click Download to download the file and view it from your computer in its intended format
  3. Click Download as Pdf to download the file and view it from your computer as a converted pdf document
Microsoft Files
1. Includes Excel (xls, xlsx), Powerpoint (ppt, pptx), Word (doc, docx)
2. Click Open PDF from ellipsis menu
  1. All of the above listed file types have this option except docx
  2. Opens in a new window in pd form
3. Click on the name of the file in Document Center
  1. Click Open or Download to download the file and view it from your computer in its intended format
  2. Click Download as Pdf to download the file and view it from your computer as a converted pdf document
PDF files (.pdf)
1. Click Open PDF from ellipsis menu
  1. File opens in a new window
2. Click name of file from folder in Document Center
  1. Click Open to view the file in a new window
  2. Click Download to download the file and view it from your computer

Document Center Overview: learn how to find files, move files, and general use of Boardable's Document Center
Edit / Move / Delete Files: learn how to edit, move, or delete files in Boardable's Document Center
Folders and Visibility in the Document Center: learn about setting up folders, nesting folders, and limiting access to folders in Boardable's Document Center
Mark Favorites in the Document Center: learn how to star your favorite documents and view them all in one place
Upload Documents to Document Center: learn how to upload various types of documents to Boardable's Document Center, and how the method determines access options

View Documents

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