TABLE OF CONTENTS
I. Introduction
iii. From Dropbox
iv. From Google Drive
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:
Navigate to the meeting page
To learn how to do this, please see Related Articles
Click the Materials tab
Click +New next to Documents
Click Upload a file
The device's file directory opens
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
To add files to a meeting page from the Document Center:
Navigate to the meeting page
To learn how to do this, please see Related Articles
Click the Materials tab
Click +New next to Documents
Click Upload a file
Click Boardable
The Attach Document menu pops up
Navigate to the appropriate folder
Click in the file or files you would like to upload
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:
Navigate to the meeting page
To learn how to do this, please see Related Articles
Click the Materials tab
Click +New next to Documents
Click Upload a file
Click Google Drive
A Google Drive window pops up
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
To add documents to a meeting page from DropBox:
Navigate to the meeting page
To learn how to do this, please see Related Articles
Click the Materials tab
Click +New next to Documents
Click Upload a file
Click Dropbox
A Dropbox menu pops out
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
To add a document to a meeting page from OneDrive:
Navigate to the meeting page
To learn how to do this, please see Related Articles
Click the Materials tab
Click +New next to Documents
Click Upload a file
Click OneDrive
A OneDrive menu pops out
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
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:
Navigate to the meeting page
To learn how to do this, please see Related Articles
Click the Materials tab
Click +New next to Documents
Click New Folder
New Folder Menu pops out
Click into the text box labeled Name and type a name for the folder
Click into the text box labeled Description to type a description (optional); the following text formatting options are supported:
Bold
Italics
Bullet points
Numbered list
Link
Click Save
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:
Navigate to the meeting page
To learn how to do this, please see Related Articles
Click the Materials tab
Click the title of the desired folder to open it
Continue as described in section I
To move existing meeting documents to a meeting folder:
Navigate to the meeting page
To learn how to do this, please see Related Articles
Click the Materials tab
Click More actions next to the desired document
Click Move
A Move pop-up window displays with the list of meeting folders (other than the Agenda folder)
Click the desired folder
Click Move
Document selected during step 4 is placed in folder selected during step 5
Related Articles
Navigate to Boardable Meeting Page: Learn how to navigate to the Boardable meeting page in order to see the agenda, comments, tasks, polls, join the meeting, etc.
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
Agenda Documents Folder: Learn how to use a folder containing all agenda attachments for a meeting
Document Storage Best Practice: there are many Boardable document storage options—learn which best suits your needs.
Create a Task: learn how to create a task.
Create a Poll: learn how to create a poll.
Comments on the Meeting Page: Learn about comments on the meeting page and how to attach a document to a specific comment.