TABLE OF CONTENTS
iii. From Dropbox
I. Access Meeting Page
Access the Meeting Page in one of the following ways:
Through Meetings:
Click Meetings from the main menu panel to access the list of current meetings
Click on the meeting name to open the meeting page
Click View More at the bottom of the meetings list if the meeting date is a later date than those displayed
Click Upcoming Unpublished if the meeting is not yet published at all
From the Calendar:
Click Meetings from the main menu panel to access the list of current meetings
Beneath the Meetings header, there are two options. Select Calendar to view the meetings listed on a calendar format
Click on the meeting name to open the meeting page
Through Groups:
Click Groups from the main menu panel to navigate to the Groups page
Click on the appropriate group's name associated with the meeting
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:
User's computer
Document Center (within Boardable)
Google Drive
Dropbox
OneDrive
i. From User's Computer
Click Documents
From the Meeting's Document page you will then select +New
The file directory pop-up window will appear
Navigate to the appropriate directory
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)
To select multiple files that are sequential, click the first file, hold the shift button and then click the last file
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
Click the icon for Document Center
The Attach Document pop-up will appear
iii. From Google Drive
Click the icon for Google Drive
The Google Drive pop-up window will appear
After signing in (if necessary), click Yes to allow Boardable access to the files (if asked - otherwise files cannot be selected)
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
Navigate to the appropriate folder and file(s)
Select the file or files to include
To select multiple files that are sequential, click the first file, hold the shift button and then click the last file
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
Once file(s) are selected, the Select button will be available
Click Select
iv. From Dropbox
Click the icon for Dropbox
The Dropbox pop-up window will appear
After signing in (if necessary), navigate to the appropriate folder and files
Click in the box next to the desired file name or files to add a checkmark
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
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)
Once a file is checked, the Choose button will be available
Click Choose to add the file(s) to the agenda
v. From OneDrive
Click the icon for OneDrive
The OneDrive pop-up window will appear
After signing in (if necessary), click Yes to allow Boardable access to the files (if asked - otherwise files cannot be selected)
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
Navigate to the appropriate folder and file(s)
Hover over the file and click the circle that appears in order to add a checkmark next to the file
Continue adding checkmarks until all files are selected
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
Once file(s) are selected, the Open button will be available
Click Open
Related Articles
Step-by-Step Guide to a Meeting Process: a guide to help navigate creating, managing, and running a meeting in Boardable
Meeting Center: everything you need to know to run a more productive and efficient meeting
Meeting Roles and Permissions: learn about the different types of meeting roles, such as Collaborator, and the permissions associated with that role