TABLE OF CONTENTS
II. Move Single File
III. Move Multiple Files
IV. Replace Files
I. Edit Document Info
Organization admin can edit any file. Members can only edit files they uploaded.
Click Documents from Boardable's main menu panel
Click the More actions (⋮) button next to the desired file
Click Edit
The following updates can be made:
Change the Title
Edit Notes
Click Save
II. Move Single File
Organization Admins can move any files. Members can only move files they uploaded.
To move one file at a time in the Document Center:
Click Documents from Boardable's main menu panel
Click the More actions (⋮) button next to the desired file
Click Move
A Move pop-up window displays with the list of available folders
Click the desired folder
Click Home to move the file to the main page of the Document Center
Click Move
III. Move Multiple Files
Organization Admins can move any files. Members can only move files they uploaded.
To move multiple files at a time in the Document Center:
Click Documents from Boardable's main menu panel
Click the checkboxes next to the desired files to fill these in
Selection menu pops out at the bottom of the screen
Click Move
A Move pop-up window displays with the list of available folders
Click the desired folder
Click Home to move the file to the main page of the Document Center
Click Move
IV. Delete Single File
Note: deleted documents cannot be restored.
Organization Admins can delete any file. Members can only delete files they uploaded.
To delete one file at a time in the Document Center:
Click Documents from Boardable's main menu panel
Click the More actions (⋮) button next to the desired file
Click Delete
Click Ok
V. Delete Multiple Files
Note: deleted documents cannot be restored.
Organization Admins can delete any file. Members can only delete files they uploaded.
To delete multiple files in the Document Center:
Click Documents from Boardable's main menu panel
Click the checkboxes next to the desired files to fill these in
Selection menu pops out at the bottom of the screen
Click Delete
Click OK
V. Replace Files
Organization Admins can replace any file. Members can only replace files they uploaded.
Replacing a file lets viewers see the new document at the same address/URL of the old document, in the same location on the platform.
To replace a file:
Click Documents from Boardable's main menu panel
Click the title of the desired file
Click the More actions (⋮) button at the top of the page
Click Replace
Click Continue
Click Choose file
Select the replacement file from the device's directory
Make desired updates to Title and Notes, if any
Click Replace
Related Articles
Document Center Overview: learn how to find files, move files, and general use of Boardable's Document Center
Folders and Visibility in the Document Center: learn about setting up folders, nesting folders, and limiting access to folders in Boardable's Document Center
Upload Documents to Document Center: learn how to upload various types of documents to Boardable's Document Center, and how the method determines access options
Document Center — Download Files & Folders: learn how to download documents from the Document Center, one at a time, or in bulk
How to Disable Document Downloads: learn how to prevent document downloads
Mark Favorites in the Document Center: learn how to star your favorite documents and view them all in one place
View Documents: learn about the different kinds of documents in Boardable's Document Center and how to view them
Document Audit Log: learn which document actions are logged and how to view them.