Document Center

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

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16 articles in this collection
Written by Jocelyn Gombos and Phoenix Robertson

Annotations Access and Overview

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

Written by Phoenix Robertson
Updated over a week ago

Annotate - Annotation Tools & Color Options

Learn about tools to annotate Boardable documents.

Written by Phoenix Robertson
Updated over a week ago

Annotate - Shapes & Additional Tool Options

Learn how to annotate a document using shapes and other tools (such as callouts, stamps, and comments).

Written by Jocelyn Gombos
Updated over a week ago

Annotations: Edit / Delete

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

Written by Phoenix Robertson
Updated over a week ago

Annotations: Edit / Delete Comments

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

Written by Phoenix Robertson
Updated over a week ago

Administrators (Organization Admins) and Members Only

Document Center Overview

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

Written by Jocelyn Gombos
Updated over a week ago

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.

Written by Jocelyn Gombos
Updated over a week ago

View Documents

Learn about the different kinds of documents in Boardable's Document Center and how to view them.

Written by Jocelyn Gombos
Updated over a week ago

Mark Favorites in the Document Center

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

Written by Jocelyn Gombos
Updated over a week ago

Folders and Visibility in the Document Center

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

Written by Jocelyn Gombos
Updated over a week ago

Edit / Move / Delete Files

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

Written by Jocelyn Gombos
Updated over a week ago

Professional and Enterprise Plans Only

E-Signatures - Prepare and Send Documents

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

Written by Jocelyn Gombos
Updated over a week ago

Sign an E-Signature Document

Learn how to sign a document in Boardable.

Written by Jocelyn Gombos
Updated over a week ago

View Status of Document Signatures

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

Written by Jocelyn Gombos
Updated over a week ago

Print / Download Signed Document

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

Written by Jocelyn Gombos
Updated over a week ago

Add Watermark to Signed Documents

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

Written by Jocelyn Gombos
Updated over a week ago