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Upload Documents to Discussions
Upload Documents to Discussions

Learn how to view and add documents to discussions.

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

TABLE OF CONTENTS

I. Upload Documents

II. View Documents

I. Upload Documents

Documents can be added to a discussion for easy access. There are five ways a document can be selected for upload:

  1. User's computer

  2. Document Center (within Boardable)

  3. Google Drive

  4. Dropbox

  5. OneDrive

To upload a document to a discussion:

  1. Navigate to the discussion

  2. Type a message about the document to be attached

    1. Click the paperclip icon at the bottom of the message box

  3. The Attach Documents menu will display

    1. Click the Upload a file option at the top to select a file from your computer to

    2. To attach from a different location, click on one of the other options: Boardable; Google Drive; Dropbox; or OneDrive

    3. More than one document can be attached to a message

    4. Additional details about how to attach using each option can be found in subsequent sections of this document

  4. Once the file is attached, it will display within the message box

    1. To delete the file before pressing Send, click the x found on the right of the attachment

  5. Click Send to add the message and document to the discussion

i. From User's Computer

  1. Click the Upload a file option after clicking the paperclip icon at the bottom of the message box

  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 discussion, 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 command (Mac) button and continue to hold until all desired files are selected

ii. From the Document Center

  1. Click the Boardable option after clicking the paperclip icon at the bottom of the message box

  2. The Attach a file pop-up will appear

    1. Navigate to the appropriate folder and click on the folder to view its contents

  3. Click on the file you wish to attach

  4. Once a file is selected it will be highlighted in light blue

  5. Click Select to add the file(s) to the discussion

iii. From Google Drive

  1. Click Google Drive

  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 to add the file(s) to the discussion

iv. From Dropbox

  1. Click Dropbox

  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 discussion

v. From OneDrive

  1. Click OneDrive

  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 to add the file(s) to the discussion

II. View Documents

To view a document in a discussion:

  1. Click on the attachment you would like to view to open it in a document viewing screen

Note: Observers may not see an accurate preview of the document, but they still have access when clicking on the document.


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