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Documents - Upload / View from Group Page
Documents - Upload / View from Group Page

Learn how to view and add documents from a group's page.

Operations Team avatar
Written by Operations Team
Updated over a week ago


TABLE OF CONTENTS


I. Upload Documents

The documents section of a group's Group Page is where important documents, specific to this group, can be uploaded for easy access to the entire group. There are five ways a document can be selected for upload:

  1. User's computer

  2. Document Center (within Boardable)

  3. Dropbox

  4. Google Drive

  5. OneDrive

The first step in uploading documents to a group page is to access the group's Group Page:

  1. Access the group's Group Page by clicking Groups from the left main navigation menu and then selecting the desired group

  2. Once on the group page, click Documents from the top navigation menu

  3. To add a new document, click the + New button to open a menu with the document upload options

i. From User's Computer

  1. Click Upload a file from the + New button menu

  2. The file directory pop-up window will appear (Finder, File Explorer, Launcher, etc. depending on operating system)

    1. Navigate to the appropriate directory

  3. Double click the desired file to add it to the group page 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 Boardable from the + New button menu

  2. The Attach a file pop-up will appear

    1. Click on a folder to open its contents, or scroll down to find an individual document

  3. Click on the desired document

  4. Click Select to add the file(s) to the group page

iii. From Google Drive

  1. Click Google Drive from the + New button menu

  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:

      • 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

  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 Dropbox from the + New button menu

  2. The Dropbox pop-up window will appear

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

  3. 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)

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

  5. Click Choose to add the file(s) to the group page

v. From OneDrive

  1. Click OneDrive from the + New button menu

  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:

      • 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

  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

II. View Documents

To view documents from the group page:

  1. Access the group's Group Page by clicking Groups from the left main navigation menu and then selecting the desired group

  2. Once on the group page, scroll to the Documents section

  3. Click on the document name to open the document


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