Only documents attached to Boardable from Google Drive can be edited in Boardable.
To learn how to attach files from Google Drive to Boardable, please see Related Articles.
Other document types, including Microsoft Word documents, cannot be edited via the Boardable platform. Fillable PDF fields are also not preserved by the document viewer. To fill a fillable PDF, download it from Boardable to the device, and complete the fillable fields on the device.
Attaching documents from Google Drive to Boardable is great for organizations which need to collaborate on edits to a single document.
However, for organizations looking to collect responses to the same question(s) from multiple users, Custom Data fields can better fit the needs.
To learn how to use this feature, please see Related Articles.
Related Articles
Documents — Upload to Document Center: Learn how to upload various types of documents to Boardable's Document Center, and how the method determines access options.
Custom Data Fields — Create and Edit: Learn how to add a field to the settings of all users in an organization for any data wanted, and how to edit or deactivate this field.