TABLE OF CONTENTS

I. Upload Documents

II. View Documents


I. Upload Documents

Documents can be added to a discussion for easy access. 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

To upload a document to a discussion:

  1. Navigate to the discussion

  2. Type a message about the document to be attached

    1. Click the paper clip icon at the bottom of the message box

  3. The Attach Documents window will display

    1. The default opens to the Upload tab (click Choose Files to select a file from your computer)

    2. To attach from a different location, click on one of the other tabs

    3. More than one document can be attached to a message

    4. Please refer to the other sections of this document that go in to more detail how to attach from each option

  4. Once the file is attached, it will display within the message box

    1. To delete the file before pressing Send, hover over the name and click the red x

  5. Click Send to add the message and document to the discussion

Note: Observers may not see an accurate preview of the document. However, they still have access when clicking on the document.

i. From User's Computer

  1. With the Upload tab selected (default), click Choose Files

  2. The file directory pop-up window will appear (Finder, File Explorer, Launcher, etc. depending on operating system)

    1. Navigate to the appropriate directory

  3. Double click the desired file to add it to the discussion or select multiple files and click the Open, Select or Choose button (depending on operating system)

    1. To select multiple files that are sequential, click the first file, hold the shift button and then click the last file

    2. 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

  1. Click Document Center

  2. The Attach Document pop-up will appear

    1. Navigate to the appropriate folder

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

  4. Once a file is checked, the Attach button will appear

  5. Click Attach to add the file(s) to the discussion

iii. From Dropbox

  1. Click Dropbox

  2. The Dropbox pop-up window will appear

    1. After signing in (if necessary), navigate to the appropriate folder and files

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

    1. 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

    2. 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)

  4. Once a file is checked, the Choose button will be available

  5. Click Choose to add the file(s) to the discussion

iv. From Google Drive

  1. Click Google Drive

  2. The Google Drive pop-up window will appear

  3. After signing in (if necessary), click Yes to allow Boardable access to the files (if asked - otherwise files cannot be selected)

    1. 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

  4. Navigate to the appropriate folder and file(s)

  5. Select the file or files to include

    1. To select multiple files that are sequential, click the first file, hold the shift button and then click the last file

    2. 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

  6. Once file(s) are selected, the Select button will be available

  7. Click Select to add the file(s) to the discussion

v. From OneDrive

  1. Click the icon for OneDrive

  2. The OneDrive pop-up window will appear

  3. After signing in (if necessary), click Yes to allow Boardable access to the files (if asked - otherwise files cannot be selected)

    1. 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

  4. Navigate to the appropriate folder and file(s)

  5. Hover over the file and click the circle that appears in order to add a checkmark next to the file

    1. Continue adding checkmarks until all files are selected

    2. 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

  6. Once file(s) are selected, the Open button will be available

  7. Click Open to add the file(s) to the discussion

II. View Documents

To view a document in a discussion:

  1. Navigate to the picture of the document and click on it

Note: Observers may not see an accurate preview of the document, but they still have access when clicking on the document.



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