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Documents — Upload to Meeting Page
Documents — Upload to Meeting Page

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

J
Written by Jocelyn Gombos
Updated over a week ago


TABLE OF CONTENTS


I. Introduction

Files added to the Documents tab of a meeting page are visible only to organization admins and to users who are invited to the meeting. Only documents can be added to this field, and not other content (such as free-written messages, links, polls, or tasks).

To learn how to add polls, tasks, and comments to the meeting page, please see Related Articles.

For more information on this document storage option, please see Related Articles.

II. Upload Documents

Only the following users can add documents to a meeting page:

  • Organization admins

  • Meeting creators / owners

  • Meeting collaborators

There are five ways a document can be uploaded:

i. From User's Computer

To add files to a meeting page from the device:

  1. Navigate to the meeting page

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

  2. Click Documents

  3. Click +New

  4. Click Upload a file

  5. The device's file directory opens

  6. Navigate to the appropriate directory

  7. 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

To add files to a meeting page from the Document Center:

  1. Navigate to the meeting page

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

  2. Click Documents

  3. Click +New

  4. Click Upload a file

  5. Click Boardable

  6. The Attach Document menu pops up

    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

To add documents to a meeting page from Google Drive:

  1. Navigate to the meeting page

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

  2. Click Documents

  3. Click +New

  4. Click Upload a file

  5. Click Google Drive

  6. A Google Drive window pops up

  7. 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

  8. Navigate to the appropriate folder and file(s)

  9. 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

  10. Once file(s) are selected, the Select button will be available

  11. Click Select

iv. From DropBox

To add documents to a meeting page from DropBox:

  1. Navigate to the meeting page

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

  2. Click Documents

  3. Click +New

  4. Click Upload a file

  5. Click Dropbox

  6. A Dropbox menu pops out

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

  8. 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)

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

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

v. From OneDrive

To add a document to a meeting page from OneDrive:

  1. Navigate to the meeting page

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

  2. Click Documents

  3. Click +New

  4. Click Upload a file

  5. Click OneDrive

  6. A OneDrive menu pops out

  7. 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

  8. Navigate to the appropriate folder and file(s)

  9. 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

  10. Once file(s) are selected, the Open button will be available

  11. Click Open

II. Add Folders to Meeting Page​

Notes:

  • The Documents tab for all meeting pages includes an Agenda documents folder; this folder cannot be removed, and no manual action is needed to create it

  • Custom folders on the meeting page are available for Professional and Enterprise accounts; this feature is not included with the Essentials plan

To create additional folders within a meeting page:

  1. Navigate to the meeting page

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

  2. Click Documents

  3. Click +New

  4. Click New Folder

    1. New Folder Menu pops out

  5. Click into the text box labeled Name and type a name for the folder

  6. Click into the text box labeled Description to type a description (optional); the following text formatting options are supported:

    1. Bold

    2. Italics

    3. Bullet points

    4. Numbered list

    5. Link

  7. Click Save

    1. Folder is added to Documents tab of meeting page

III. Move Documents to Meeting Folders

Note: the only way to add a file to the Agenda documents folder is to attach it to the Agenda; to learn how to do this, please see Related Articles.

There are two ways to add documents to all other folders in a meeting page:

  • Upload new documents in folder

  • Move existing documents to folder

To upload new documents in the folder:

  1. Navigate to the meeting page

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

  2. Click Documents

  3. Click the title of the desired folder to open it

  4. Continue as described in section I

To move existing meeting documents to a meeting folder:

  1. Navigate to the meeting page

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

  2. Click Documents

  3. Click More actions next to the desired document

  4. Click Move

    1. A Move pop-up window displays with the list of meeting folders (other than the Agenda folder)

  5. Click the desired folder

  6. Click Move

    1. Document selected during step 4 is placed in folder selected during step 5


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