I. Introduction to Document Center Organization

II. Sort Files by Name or Date

III. Drag and Drop

IV. Folders: Edit, Download, Move, or Delete

V. Files: Download, Open, Move, and Delete

VI. Files: Star

I. Introduction to Document Center Organization

The Document Center supports five great options to keep documents organized and easily findable:

Drag and drop
Sort by name
Sort by date
Star

II. Sort Files by Name or Date

Note: file order reverts to Default between Document Center visits.

To sort files alphabetically, or by date of upload:

Click Sort by at the top of the document list
1. The following options drop down:
  1. Default
  2. Name (A-Z)
  3. Name (Z-A)
  4. Date (oldest to newest)
  5. Date (newest to oldest)
Click the preferred sorting option
1. Display order of files and folders updates to match the option selected

III. Drag and Drop

Note: display order created during drag and drop becomes the default for all users; this remains constant between Document Center visits.

To drag a folder or document to a new location in the list:

Hover the mouse over the name of the document or folder to be moved
1. The cursor becomes a plus sign
Click and drag the cursor while holding down the mouse button until the desired location is reached
Release the mouse button

IV. Folders: Edit, Download, Move, or Delete

Note: Members can edit or delete only folders they created; administrators can edit or delete all folders, including those created by other users.

To edit the description, name, or visibility of a folder:

Navigate to the Document Center
Click on the three dots next to the folder name
1. Options drop down
Click Edit
The Edit Folder menu pops out
To edit the folder name:
1. Click into the text box labeled Name
2. Delete or type desired changes
3. Click Save
To edit the description:
1. Click into the text box labeled Description
2. Delete or type desired changes
  1. The following formatting options are supported:
    Bold
    Italics
    Bullet points
    Numbered listing
    Links
3. Click Save
To limit visibility:
1. Click Limited beneath Visibility heading
  1. Bubble next to Limited fills in
  2. Group names drop down
  3. Click a group name in this list to grant it access to the folder
    Checkbox next to group name fills in
  4. Click group name again to prevent access
    Checkbox next to group name empties
2. Click Save
To make visibility unlimited:
Click Everyone
1. Bubble next to Everyone fills in
Click Save

To download a folder:

Navigate to the Document Center
Click on the three dots next to the folder name
1. Options drop down
Click Download
1. Complete contents of the folder, including single files, subfolders, and their complete contents are downloaded to the device as a ZIP file

To move a folder:

Navigate to the Document Center
Click on the three dots next to the folder name
Click Move
The Move Folder menu pops out
1. To nest folder within another folder:
  1. Click the title of the desired parent folder
    Text at bottom of the Move Folder menu (shown in image below with a red arrow) displays selected location
  2. Click Move
2. To move a nested folder out of its parent folder and into the Document Center home:
  1. Click Home
    Text at bottom of the Move Folder menu (shown in image below with a red box) displays selected location
  2. Click Move

V. Files: Download, Open, Move, and Delete

Note: administrators can move and delete all files; members can move or delete only those files they have uploaded.

To edit the name or description of a document:

Navigate to the Document Center
Click the three dots next to a file name
1. Options drop down
Click Edit
1. The Document Info menu pops out
To edit the name:
1. Click into the text box labeled Name
2. Type or delete desired changes
3. Click Save
To edit the description:
1. Click into the text box labeled Description
2. Type or delete desired changes
  1. The following text formatting options are supported:
    Bold
    Italics
    Bullet points
    Numbered listing
    Links
3. Click Save

To download a file in its original format, without annotations, from the Document Center:

Click the three dots next to a file name
Click Download
1. Depending on browser settings, PDF files may download or open in a new tab
2. All other filetypes download

To move a document:

Navigate to the Document Center
Click the three dots next to a file name
1. Options drop down
Click Move
1. The Move Document menu pops out
To move a document to a folder:
1. Click the title of the desired folder
  1. Text at bottom of the Move Document menu (shown in image below with a red arrow) displays selected location
2. Click Move
To move a document to the Document Center home:
1. Click Home
  1. Text at bottom of the Move Document menu (shown in image below with a red arrow) displays selected location

To delete a file:

Navigate to the Document Center
Click the three dots next to a file name
1. Options drop down
Click Delete
1. Confirmation prompt pops out
Click OK

VI. Files: Star

Note: only individual documents can be starred; folders cannot be starred.

To mark files as important using stars:

Click on the empty star next to a file name
1. Star shape is filled with yellow

To quickly view all starred documents:

Click Starred at top of Document Center
1. Text at top of Document Center (shown in image below with red arrow) shows files selected
2. Document Center lists only starred documents, instead of all documents and folders

Document Center Overview: Learn how to find files, move files, and general use of 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
View Documents: learn about the different kinds of documents in Boardable's Document Center and how to view them
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
E-Signatures - Prepare and Send Documents: learn how to prepare and send signable documents with e-signatures

TABLE OF CONTENTS