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Add Documents to Meeting Page
Add Documents to Meeting Page

Learn how to add documents to the meeting page from a variety of sources.

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Written by Jocelyn Gombos
Updated over a week ago

TABLE OF CONTENTS

I. Access Meeting Page

II. Upload Document(s)

I. Access Meeting Page

Access the Meeting Page in one of the following ways:

  1. Through Meetings:

    1. Click Meetings from the main menu panel to access the list of current meetings

    2. Click on the meeting name to open the meeting page

      1. Click View More at the bottom of the meetings list if the meeting date is a later date than those displayed

      2. Click Upcoming Unpublished if the meeting is not yet published at all

  2. From the Calendar:

    1. Click Meetings from the main menu panel to access the list of current meetings

    2. Beneath the Meetings header, there are two options. Select Calendar to view the meetings listed on a calendar format

    3. Click on the meeting name to open the meeting page

  3. Through Groups:

    1. Click Groups from the main menu panel to navigate to the Groups page

    2. Click on the appropriate group's name associated with the meeting

    3. Click on the meeting name from the group page to open the meeting page

II. Upload Documents

From the meeting page, scroll (if necessary) to the section titled Documents. Only Organization Admins and Meeting Owner / Collaborators can upload documents to the meeting page.

There are five ways a document can be selected for upload:

  1. User's computer

  2. Document Center (within Boardable)

  3. Google Drive

  4. Dropbox

  5. OneDrive

i. From User's Computer

  1. Click Documents

  2. From the Meeting's Document page you will then select +New

  3. The file directory pop-up window will appear

  4. Navigate to the appropriate directory

  5. Double click the desired file to add it to the agenda 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 the icon for Document Center

  2. The Attach Document pop-up will appear

    1. Navigate to the appropriate folder

    2. Click in the file or files you would like to upload

    3. Click Select to add the file(s) to the Meeting's Documents section

iii. From Google Drive

  1. Click the icon for 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:

      1. Sign in to Google Drive from a Browser

      2. Go to Settings (gear icon in the upper right corner)

      3. Click Manage Apps

      4. Click Options next to Boardable

      5. Click Disconnect from Drive

      6. A pop-up window will appear to confirm, click Disconnect

      7. Click Done

      8. 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

iv. From Dropbox

  1. Click the icon for Dropbox

  2. The Dropbox pop-up window will appear

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

  4. 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)

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

  6. Click Choose to add the file(s) to the agenda

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:

      1. Enter the following address in a browser: https://account.live.com/consent/manage

      2. Click Edit under Boardable

      3. Click Remove these permissions

      4. 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

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