Agenda Documents Folder

Learn how to use a folder containing all agenda attachments for a meeting


TABLE OF CONTENTS

I. Introduction to Agenda Documents Folder

II. How to Open Agenda Documents Folder


I. Introduction to Agenda Documents Folder

The meeting page provides two ways to upload documents: as additions to the meeting's Documents tab, and as attachments to the agenda.

All agenda attachments can also be viewed from within the meeting's Documents tab, via the Agenda Documents Folder.

This folder is automatically available, reducing effort and confusion — meeting participants can see the agenda attachments no matter which of the two locations they visit, and meeting creators do not need to manually move

This folder only exists for meetings whose agendas have attachments. It cannot be disabled or removed from the meeting page. It cannot be moved. It cannot contain sub-folders.

II. How to Open Agenda Documents Folder

To open the Agenda Documents Folder:

  1. Navigate to Boardable Meeting Page

    1. To learn how to do this, please see Related Articles

  2. Click the Documents tab of this page

    1. Agenda Documents Folder is the first item on the list this opens

      Screen Shot 2022-12-20 at 6.26.30 PM
  3. Click Agenda Documents

    1. Folder opens containing all files attached to the agenda

    2. To open a document in this folder, click its title

      1. Boardable document view of the file opens

        Screen Shot 2023-11-07 at 2.11.36 PM

III. How to Download Agenda Documents Folder

Notes:

  • Only Professional organizations can download the Agenda Documents folder

  • Files attached to the agenda from Google Drive, OneDrive, or Dropbox are not included in Agenda Documents Folder download

Only Professional organizations can download the Agenda Documents folder

Files attached to the agenda from Google Drive, OneDrive, or Dropbox are not included in Agenda Documents Folder download

To Download all contents of the Agenda Documents Folder at once:

  1. Navigate to Boardable Meeting Page

    1. To learn how to do this, please see Related Articles

  2. Click the Documents tab of this page

    1. Agenda Documents Folder is the first item on the list this opens

      Screen Shot 2022-12-20 at 6.26.30 PM
  3. Click the Download button next to the Agenda Documents folder title

    1. A .zip file containing all files in the Agenda Documents folder (other than those described in Notes) is saved to the device

      Screen Shot 2023-11-20 at 10.21.40 AM

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