Documents — Upload / View from Group Page

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

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TABLE OF CONTENTS

I. Upload Documents

• From User's Computer

II. Create Folders

III. Add Documents to Group Folder

IV. View Documents

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I. Upload Documents

Note: Documents hosted on a group page are visible to the following users:

• All admins

• Members added to the group

• Observers added to the group

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

   

From User's Computer

1. Navigate to a group page

2. Click Documents from the top navigation menu

   

3. Click +New

   

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

   

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

   1. Navigate to the appropriate directory

6. 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

From Google Drive

1. Navigate to a group page

2. Click Documents from the top navigation menu

   

3. Click +New

   

4. Click Google Drive from the + New button menu

   

5. The Google Drive pop-up window will appear

6. 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

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

8. 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

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

10. Click Select

     

From Dropbox

1. Navigate to a group page

2. Click Documents from the top navigation menu

   

3. Click +New

   

4. Click Dropbox from the + New button menu

   

5. The Dropbox pop-up window will appear

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

6. 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)

      

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

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

    

From OneDrive

1. Navigate to a group page

2. Click Documents from the top navigation menu

   

3. Click +New

   

4. Click OneDrive from the + New button menu

   

5. Select between Copy File and Create a live document

   1. To learn about each option, please see Related Articles

6. Complete OneDrive login and permissions menu if prompted

   1. OneDrive / Sharepoint file directory opens

7. Hover over the desired file; circle displays

8. Click this circle to fill it with a checkmark and select it

9. Repeat steps 6-7 until all desired files are selected

10. Click Select 

II. Create Group Folders

Note: whole folders cannot be moved from the Document Center to a group page; group page folders must be created.

To make a folder on a group page:

1. Navigate to a group page

2. Click Documents from the top navigation menu

   

3. Click +New

   

4. Click New Folder

   1. New folder menu pops up

5. Type desired title and description

6. Click Save

To create a folder within a group page folder:

1. Navigate to a group page

2. Click Documents from the top navigation menu

   

3. Click the title of the folder to open it

4. Click +New

   

5. Click New Folder

   1. New folder menu pops up

6. Type desired title and description

7. Click Save

III. Add Documents to Group Folders

To add a file to a folder in a group page:

1. Navigate to a group page

2. Click Documents from the top navigation menu

   

3. Click the title of the folder to open it

4. Click +New

   

5. Continue as described in From user's computer, From the Document Center, From Google Drive, From Dropbox, or From OneDrive.

IV. View Documents

To view documents from the group page:

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Related Articles

• Documents — Delete from Group Page: learn how to remove documents from the group's page

• Groups: learn about Boardable groups

• Group Roles and Permissions: learn about the different types of Group Roles and the permissions associated with them

• Overview of the Group Page: learn how to view a group's page, understand activity, and view important information