Boardable

Learn how to find move, and download files, plus general use of Boardable's Document Center.

Document Center Overview

Account Administrators can Star and Sort documents in the Document Center for quick access and a more organized file management system.

Organize, Star, & Sort Files & Folders

Learn how to sign a document in Boardable.

Sign an E-Signature Document

Learn how to view the status of e-signatures requested as well as resend the request.

View Status of Document Signatures

Learn about setting up folders, nesting folders, and limiting access to folders in Boardable's Document Center.

Folders — Create, Edit, & Lock

Learn how to upload various types of documents to Boardable's Document Center, and how the method determines access options.

Documents — Upload to Document Center

Learn how to star your favorite documents and view them all in one place.

Mark Favorites (Star) in the Document Center

Learn about the types of files in the Document Center & how to view them, including those embedded from Google Drive, Dropbox, or OneDrive.

View Documents

Learn about tools to annotate Boardable documents.

Annotation Tools & Color Options

Learn how to edit, move, erase, delete, or undo / redo annotations added to a document

Annotations: Edit / Delete

Learn why annotating is a good option and how to access annotations for your documents

Annotations Access and Overview

Learn how to annotate a document using tools not displayed on the menu (such as callouts and stamps).

Additional Annotation Options

Learn how to delete and edit comments as well as status of comments.

Annotations: Edit / Delete Comments

Learn which document actions are logged and how to view them.

Document Audit Log

Learn how to move a document once signed to the same location your organization stores other signed documents

Copy Signed Documents to Document Center

Learn how to add many files to the Document Center at once

Upload Multiple Documents to Document Center

How to Disable Document Downloads

Learn how to download documents from the Document Center, one at a time, or in bulk

Document Center — Download Files & Folders

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

Document Storage Best Practices

Learn the best use cases for Boardable's integrations with Google Drive, OneDrive, and Dropbox

Document Storage Integrations & Boardable

Learn which types of documents live-editing is supported for, and the best use case for this feature.

Edit Documents in Boardable

Learn when notifications are sent for new documents

Notifications and Documents

Jocelyn Gombos

Phoenix Robertson

Document Center hosts all the files your board needs in one place. Simplicity of organizing documents without digging up email attachments.

Documents

Learn how to edit, move, or delete files in Boardable's Document Center.

Edit / Move / Delete Files

Find all Boardable's articles for organization administrators and members in this article collection.

Administrators (Organization Admins) and Members Only

Learn how to print and download a document that was signed in Boardable.

Print / Download E-Signed Document

Learn how to add watermarks to documents that have been signed in Boardable.

Add Watermark to Signed Documents

Learn how to prepare and send signable documents with e-signatures.

E-Signatures — Prepare and Send Documents

Find all Boardable's articles for Professional and Enterprise Plans in this article collection.