TABLE OF CONTENTS
III. View Board Packet
I. Overview of Board Packets
Note: Board Packet Quick Print is only available to organizations on the Professional or Enterprise plan. Please refer to Related Articles for information on subscriptions.
Board meeting preparation just got easier! Instead of spending hours preparing board books, use the new Board Packet Quick Print feature to create one printable, page-numbered PDF of all relevant meeting agenda documents.
The Board Packet option is available after the agenda has been created and the meeting has been fully published. The board packet compiles relevant information into a pdf file by including the agenda and any documents attached to agenda items. All documents included in the board packet will be converted to pdf. The types of document files recognized by the Board Packet are as follows:
Apple: Keynote / Numbers / Pages (key, numbers, pages)
Apache OpenOffice: Text / Spreadsheet / Presentation (odt, ods, odp)
Microsoft: Word / Excel / PowerPoint (doc, docx, xls, xlsx, ppt, pptx)
Images (jpg / jpeg / png)
PDF files
Important Note: Files uploaded from Dropbox, Google Drive or One Drive will not be recognized by the board packet. In order to include those files, do one of the following:
Download
Download the file to your computer (if it is in the proper file format) and upload from there
Open and Convert
Open the file in its location
Convert the file to an accepted file format (i.e. PDF)
Download the file to your computer (this may be a natural part of the converting step)
Move the file to an appropriate directory if desired
Upload the file from your computer to the appropriate agenda item
II. Setting Up Agenda for Board Packets
In order to create a Board Packet, an agenda must be created for the meeting. The files to include in the board packet must be included in the agenda itself (not just uploaded to the meeting page)
Please refer to Related Articles for more detailed steps for creating a meeting, building an agenda, and uploading documents to an agenda.
Prior to uploading a file to the agenda, do the following:
Ensure the document is in an acceptable file type (refer to Overview of Board Packets for a list of file types). If it is not, convert the file to the proper type prior to uploading it.
For example, in the case of a Google doc, follow these steps:
Open the Google doc in docs.google.com
Within Google docs (not the browser menu) - click File, then Download, then PDF Document (*.pdf)
This will place the document in your computer's download folder in a PDF format (acceptable for the board packet)
Locate and move to an appropriate folder of your choosing
The PDF created can now be used for uploading to the agenda
Ensure that the documents have proper annotation within them (the name of the file does not show when added to the board packet)
If it is a photo, add a caption
If it is a document, spreadsheet, or presentation, ensure it has an appropriate title
When editing the agenda, do the following to ensure a clean, complete Board Packet:
Click on a specific agenda item and upload document(s) that apply to that agenda item
Documents can be uploaded from the panel on the right that appears when editing an agenda item
Do not simply upload all documents on one agenda item or at the end
Adding to applicable items ensures that the documents attached to the Board Packet are in proper order based on the agenda topics
Once all documents have been attached to the various agenda items, click Return to Meeting
Review the list of documents under Agenda, titled with Documents in Agenda
Ensure the names are easy to understand for people reviewing the meeting page
Ensure all documents that should be included in the board packet are listed and have the proper extensions for accepted file types
III. View Board Packet
To generate the board packet:
Navigate to the desired meeting page
To learn how to do this, please see Related Articles
Click the Agenda tab of the meeting page
Click Board Packet
This button is only available when the following are true
The organization is on a Professional or Enterprise subscription plan
The agenda is created
At least one file is attached to an agenda item
At least one of the attached files must be an acceptable type for the board back (refer to Overview of Board Packets for a list of file types)
Boardable begins generating the Board Packet
Board Packet menu opens; review the list of files (only files with the green checkmarks can be included in the final Board Packet PDF)
If files are encrypted or locked, a red padlock will appear next to them - these must be un-encryped or unlocked prior to attaching to the agenda
If the file must remain as is, it will not be included in the board packet, but it can be uploaded to the meeting page for easy viewing to those who have access
If the file type is incorrect or is not recognized, a red exclamation point will be displayed or it will be blank across from the file name
These files will need to be removed from the agenda, corrected, and re-uploaded
For more details on troubleshooting, please refer to Related Articles
Click Open
IV. Print the Board Packet
Board Packet menu opens; review the list of files (only files with the green checkmarks can be included in the final Board Packet PDF)
If files are encrypted or locked, a red padlock will appear next to them - these must be un-encryped or unlocked prior to attaching to the agenda
If the file must remain as is, it will not be included in the board packet, but it can be uploaded to the meeting page for easy viewing to those who have access
If the file type is incorrect or is not recognized, a red exclamation point will be displayed or it will be blank across from the file name
These files will need to be removed from the agenda, corrected, and re-uploaded
For more details on troubleshooting, please refer to Related Articles
Click Quick Print
Device's print menu displays
Complete menu to print Board Packet
V. Board Packet: Download Agenda Attachments
To download individual agenda attachments via the Board Packet:
Navigate to the desired meeting page
To learn how to do this, please see Related Articles
Click the Agenda tab of the meeting page
Click Board Packet
This button is only available when the following are true
The organization is on a Professional or Enterprise subscription plan
The agenda is created
At least one file is attached to an agenda item
At least one of the attached files must be an acceptable type for the board back (refer to Overview of Board Packets for a list of file types)
Boardable begins generating the Board Packet
Click the Download next to the desired file title
Related Articles
Board Packet - Troubleshooting: learn troubleshooting tips when having difficulty creating the board packet
Meeting and Agenda Information
Meeting Roles and Permissions: learn about the different types of meeting roles, such as Collaborator, and the permissions associated with that role
Step-by-Step Guide to a Meeting Process: a guide to help navigate creating, managing, and running a meeting in Boardable
Agenda - Build and Edit: learn how to build an agenda from scratch or from a template, edit items, and move items around
Agenda - Upload Document: learn how to add / upload a document to the meeting agenda
Agenda - How do I create a Hyperlink in an Agenda?: follow the steps below to insert a hyperlink into an Agenda
Subscription Plan Information
Overview of Subscription Dashboard: learn what the Subscription Dashboard is all about and why it is valuable
Change Subscription Plan: learn how to upgrade your subscription plan