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Document Storage Best Practices
Document Storage Best Practices

There are many Boardable document storage options—learn which best suits your needs.

Phoenix Robertson avatar
Written by Phoenix Robertson
Updated over a week ago

TABLE OF CONTENTS


I. Document Center Use Case

Files in the Document Center (what comes up after clicking Documents on the leftmost menu) can be viewed by admins and members. These files cannot be viewed by observers.

Files in this location can be cross-posted multiple other places on the platform. For example, a file in the Document Center can also be added to a Group page and Meeting page, after being uploaded to Boardable only once.

These files can be organized into custom folders.

Folders in the Document Center can have their visibility limited by groups. This option is supported only for complete folders, and not for individual files. To learn how to use this option, please see Related articles.

If this option is not used, by default, all folders and files in the Document Center are visible to all admins and members.

Notifications can be sent for new files uploaded to this location.

For Professional and Enterprise organizations, signatures can be requested for files in the Document Center.

II. Group Page Documents Use Case

Files added to the Documents tab of a group page (what comes up after clicking Groups on the leftmost menu, then the title of a Group) are visible only to organization admins and to users who are added to the page's group.

These files can be viewed by observers added to the group.

Group Page documents can be organized into custom folders.

Files in this location cannot be cross-posted elsewhere on the platform.

Notifications cannot be sent for new files uploaded to this location.

Signatures cannot be requested for files in this location.

III. Meeting Page Documents Use Case

Files added to the Documents tab of a meeting page (what comes up after clicking Meetings on the leftmost menu, then the title of a Meeting) are visible only to organization admins and to users who are invited to the page's meeting.

For fully published meetings, these files can be viewed by observers invited to the meeting. Meeting documents can be organized into custom folders.

Files in this location cannot be cross-posted elsewhere on the platform.

For Professional and Enterprise accounts, Meeting Page documents can be organized into custom folders.

Meeting Page Documents are not included in the meeting's board packet.

Notifications cannot be sent for new files uploaded to this location.

Signatures cannot be requested for files in this location.

IV. Agenda Attachments Use Case

Files attached to an agenda (what comes up after clicking Meetings on the leftmost menu, then the title of a Meeting, then Agenda) are visible only to organization admins and to users who are invited to the agenda's meeting.

For fully published meetings, these files can be viewed by observers invited to the meeting.

Agenda attachments are automatically added to the Documents tab of the meeting page in an Agenda Documents folder. This folder cannot be edited, and subfolders cannot be created within it.

Files in this location cannot be cross-posted elsewhere on the platform.

Agenda attachments are included in the meeting's board packet.

Notifications cannot be sent for new files uploaded to this location.

Signatures cannot be requested for files in this location.

V. Comment Attachment Use Case

Files attached to a comment on a discussion, meeting, poll, or task are visible only to organization admins and to users added to the content the comment is posted to, including observers.

Files in this location cannot be cross-posted elsewhere on the platform.

Signatures cannot be requested for files in this location.

Notifications can be sent for new files uploaded to this location.

VI. Comparison Chart

Document Center

Group Page Documents

Meeting Page Documents

Agenda Attachments

Comment Attachment

Visible to all admins

Visible to all members by default

X

X

X

X

Can be viewed by added members

Hidden from all observers

X

X

X

X

Can be viewed by added Observers

X

Can be cross-posted elsewhere on the platform

X

X

X

X

Can be organized into custom folders

X (Essentials)

✓ (Professional & Enterprise)

X

X

Folder visibility can be limited by group

X

X

X

Individual file visibility can be limited by group

X

X

X

X

Included in Board Packets for Professional accounts

X

X

X

X

Signatures can be requested for Professional accounts

X

X

X

X

Assignees can be notified

X

X

X


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