Board Packet Quick Print

Compile all meeting agenda files and documents into one printable PDF.

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Table of Contents

I. Overview of Board Packets

II. Setting up Agenda for Board Packets

III. View Board Packet

• View Board Packet as Admin

• View Board Packet as Member or Observer

IV. Print Board Packet

• Quick print for Admins

• Quick print for Members & Observers

IV. Board Packet: Download Agenda Attachments

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I. Overview of Board Packets

Board Packet Quick Print is only available to organizations on the Professional or Enterprise plan.

This document compiles the following documents into a single PDF:

• Agenda

• Agenda attachments

Meeting documents which are not attached to the agenda are not included in the Board Packet.

The following agenda attachment file types can be included in a Board Packet:

• 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

To include those files in a Board Packet, download them to the device and attach them from the device to the agenda.

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:

1. 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.

   1. For example, in the case of a Google doc, follow these steps:

      1. Open the Google doc in docs.google.com

      2. Within Google docs (not the browser menu) - click File, then Download, then PDF Document (*.pdf)

         1. This will place the document in your computer's download folder in a PDF format (acceptable for the board packet)

         2. Locate and move to an appropriate folder of your choosing

      3. The PDF created can now be used for uploading to the agenda

2. Ensure that the documents have proper annotation within them (the name of the file does not show when added to the board packet)

   1. If it is a photo, add a caption

   2. 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:

1. Click on a specific agenda item and upload document(s) that apply to that agenda item

   1. Documents can be uploaded from the panel on the right that appears when editing an agenda item

   2. Do not simply upload all documents on one agenda item or at the end

      1. Adding to applicable items ensures that the documents attached to the Board Packet are in proper order based on the agenda topics

2. Once all documents have been attached to the various agenda items, click Return to Meeting

3. Review the list of documents under Agenda, titled with Documents in Agenda

   1. Ensure the names are easy to understand for people reviewing the meeting page

   2. 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

• View Board Packet as Admin

• View Board Packet as Member or Observer

Admins: View Board Packet

Admins can only view the board packet for meetings with agendas which contain at least one supported attachment file type.

To view a board packet as an Admin:

1. Navigate to the desired meeting page

   1. To learn how to do this, please see Related Articles

2. Click Materials from left menu

3. Click Board Packet button

   

4. Wait for Boardable to generate board packet

   1. Depending on file sizes and internet connection, this may take a few minutes

   2. Board packet menu opens

      

5. Click Open

   1. PDF Displays

      1. Scroll through to review the document

      2. Click the arrow icon at the top of the page to download the file

      3. Click the printer icon at the top of the page to print the file

         

Members & Observers: View Board Packet

Members and observers can only view the board packet after meeting materials are published.

To view a board packet as a member or observer:

1. Navigate to the desired meeting page

   1. To learn how to do this, please see Related Articles

2. Click Board Packet from left menu

3. Click Board Packet button

   

4. Wait for Boardable to generate board packet

   1. Depending on file sizes and internet connection, this may take a few minutes

   2. Board packet menu opens

      

5. Click Open

   1. PDF Displays

      1. Scroll through to review the document

      2. Click the arrow icon at the top of the page to download the file

      3. Click the printer icon at the top of the page to print the file

         

IV. Print the Board Packet

Quick print makes it possible to print the agenda without first viewing it in a PDF.

• Quick print for Admins

• Quick print for Members & Observers

Quick Print for Admins

To quick print a Board Packet as an Admin:

1. Navigate to the desired meeting page

   1. To learn how to do this, please see Related Articles

2. Click Materials from left menu

3. Click Board Packet button

   

4. Wait for Boardable to generate board packet

   1. Depending on file sizes and internet connection, this may take a few minutes

   2. Board packet menu opens

      

5. Click Quick Print

   1. Device's print menu opens

6. Complete prompts provided by device

Quick Print for Members & Observers

To quick print a Board Packet as a member or observer:

1. Navigate to the desired meeting page

   1. To learn how to do this, please see Related Articles

2. Click Board Packet from left menu

3. Click Board Packet button

   

4. Wait for Boardable to generate board packet

   1. Depending on file sizes and internet connection, this may take a few minutes

   2. Board packet menu opens

      

5. Click Quick Print

   1. Device's print menu opens

6. Complete prompts provided by device

V. Board Packet: Download Agenda Attachments

The Board Packet can also be used to download individual agenda attachments.

• Attachment download for Admins

• Attachment download for Members & Observers

Attachment Download for Admins

To download agenda attachments via the board packet as an admin:

1. Navigate to the desired meeting page

   1. To learn how to do this, please see Related Articles

2. Click Materials from left menu

3. Click Board Packet button

   

4. Wait for Boardable to generate board packet

   1. Depending on file sizes and internet connection, this may take a few minutes

   2. Board packet menu opens

      

5. Click the Download next to the desired file title

   1. This button is not available for files attached to the agenda from Google Drive or Dropbox

   2. The selected file is downloaded to the device

      

Attachment Download for Members & Observers

To download agenda attachments via the board packet as a member or observer:

1. Navigate to the desired meeting page

   1. To learn how to do this, please see Related Articles

2. Click Board Packet from left menu

3. Click Board Packet button

   

4. Wait for Boardable to generate board packet

   1. Depending on file sizes and internet connection, this may take a few minutes

   2. Board packet menu opens

      

5. Click the Download next to the desired file title

   1. This button is not available for files attached to the agenda from Google Drive or Dropbox

   2. The selected file is downloaded to the device

      

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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

  • 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