---
title: Manage Documents in the Document Center
description: Upload files from your device or from cloud services
---

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1. [Help Center](https://docs.boardable.com/knowledge?hsLang=en)
2. [Document Center](https://docs.boardable.com/knowledge/document-center?hsLang=en)
3. [Manage Documents](https://docs.boardable.com/knowledge/document-center?hsLang=en#manage-documents)

# Manage Documents in the Document Center

## Store, organize, and share essential files with your organization.

Before You Begin  
Supported File Types  
Upload Files From Your Device  
Upload Files From Cloud Services  
Share, Move, or Delete Files  
Troubleshooting  
What to Do Next

---

### Before You Begin

The document center provides a centralized library for storing and managing your organization’s key files. You can upload documents from your device or from cloud storage services such as Google Drive, Dropbox, and OneDrive.

Admins can manage every file in the document center. Members can manage only the files they uploaded.

---

### Supported File Types

Boardable converts uploaded files to PDF for consistent viewing. Files must be 250 MB or smaller.

| Category | File Types |
| --- | --- |
| Apple | KEY, NUMBERS, PAGES |
| Microsoft | XLS, XLSX, PPT, PPTX, DOC, DOCX |
| Images & PDFs | JPEG, PNG, PDF |
| Video | MP4 |
| ZIP | Upload multiple files at once |

---

### Upload Files From Your Device

1. Select **Documents** from the main menu.
2. Select **New → Upload File**.
3. Drag a file into the **Drop files here…** field, or select the field to open a file picker.
   
     - For ZIP files, select **Unzip file after uploading** to upload the contents individually.
4. Optional: Enter a title and add notes to describe the file.
5. Optional: Select **Disable Downloads** to make the file view-only.
6. Enter the names of people or groups to notify.
7. Select **Save**.

**Callout:** You can also drag and drop files directly into the document center. These uploads skip notification options and must be edited later to add notes or adjust permissions.

---

### Upload Files From Cloud Services

You can upload files from Google Drive, Dropbox, or OneDrive.

1. Select **Documents** from the main menu.
2. Select **New**, then choose **Google Drive**, **Dropbox**, or **OneDrive**.
3. Sign in to the selected service and allow access.
4. Select one or more files from the file picker.
   
     - Note: You cannot import entire folders—only files stored in a folder.
5. Select **Choose** or **Select** to upload the files.

Files uploaded from cloud services display a source icon (for example, a Dropbox logo) on the file thumbnail.

---

### Share, Move, or Delete Files

1. Select **Documents** from the main menu.
2. Use the icons to the left of any file to share, download, move, or delete it.
3. Choose an option:

**Share**

- Share the file with an individual or group.

**Download**

- Save a copy to your device.

**Move**

- Place the file into an existing folder.

**Delete**

- Permanently remove the file. Deleted files cannot be restored.

![Screenshot 2025-11-19 at 12.47.08 PM](https://docs.boardable.com/hs-fs/hubfs/Screenshot%202025-11-19%20at%2012.47.08%20PM.png?width=290&height=136&name=Screenshot%202025-11-19%20at%2012.47.08%20PM.png)

 

---

### Troubleshooting

**I want to upload files from a cloud service but no sign-in window appears.**  
Pop-up blockers may prevent the authentication window from opening. Allow third-party pop-ups for Google Drive, Dropbox, or OneDrive.

**I don’t see the More actions button for a file.**  
You can edit a file only if you are an admin or the original uploader.

---

### What to Do Next

Create folders to organize files and manage group-level access permissions.

---

Questions? Contact your CSM or write to the Support team at **support@boardable.com**

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