TABLE OF CONTENTS
I. Introduction
II. Documents
III. People
IV. Images
I. Introduction
After setting up a new organization with Boardable, the following items can be imported from another storage location:
Documents
People
Images, including organization logo, personal profile pictures, and group cover pages
The following items cannot be imported from elsewhere. These can only be created from scratch within Boardable:
Meetings
Groups
Polls
Tasks
Goals
II. Documents
Documents can be imported from a computer or mobile device, or from Dropbox, OneDrive, or Google Drive. To learn how to do so, please see Related Articles.
III. People
New users can be invited to the organization with individual addresses or lists written anew, or via imported CSV files. To learn how to do so, please see Related Articles.
IV. Images
Profile pictures, an organizational logo, and group cover pages can be imported from a computer or mobile device. To learn how to do so, please see Related Articles.
Related Articles
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 Storage Best Practices: There are many Boardable document storage options—learn which best suits your needs.
Add / Invite Multiple People to Boardable: Learn how to add / invite multiple users to Boardable by just filling out the Invite to Boardable form once.
Organization Settings: Discover how Settings gives you access to Default features for: timezone, agenda list styles, agenda templates, and delete agenda template.
User Settings: Learn about personal profile settings, options available (ie contact info, login, notifications, timezone) and how to connect a Zoom account