Add Files to the Document Center

Upload files from your device or from cloud services

Upload Files From Google Drive, Dropbox, or OneDrive

About This Task

Use Boardable's document center to create a library of your organization's mission-critical documents. Using the document center, you can securely store and retrieve your documents, and share them with your colleagues. Upload files from your device or from cloud services such as Dropbox, OneDrive, and Google Drive.

Supported File Types

You can add the following file types and view them in Boardable as PDFs. Files must be 250 MB or smaller.

Apple	KEY, NUMBERS, PAGES
Microsoft	XLS, XLSX, PPT, PPTX, DOC, DOCX
Images & PDFs	JPEG, PNG, PDF
ZIP	Upload many files at once

Upload Files From Your Device

Select Documents from the main menu.
Select New → Upload File.
Drag a file into the Drop files here... field, or select the field to open a file picker.
1. When uploading ZIP files, select Unzip file after uploading to add the contents of the ZIP package rather than the package itself.
Optional: Enter a title and use the notes field to describe the file's intended purpose.
Select Disable Downloads to make the file view-only.
Enter the names of any people or groups who should receive an in-app notification about the file.
Select Save.

💡 Tip: Alternatively, you can simply drag and drop files into the document center, but such files are uploaded as-is. You won't have the option to notify users about the file, and you must manually edit it to add notes or disable downloads.

Upload Files From Google Drive, Dropbox, or OneDrive

Select Documents from the main menu.
Select New, and then select either Google Drive, Dropbox, or OneDrive.
Sign in to the service you selected, then allow Boardable to access your files.
Use the file picker to select the file(s) you want to upload.
1. Note: You cannot import folders from these sources, only the files within a folder.
Select Choose (or Select) to upload the files your selected.

💡 Tip: Files are labeled according to their source. If a file was uploaded from Dropbox, for example, a Dropbox logo appears in the lower right corner of the file icon.

docs-dropbox docs-googledrive docs-onedrive

Edit, Move, or Delete Files

Select Documents from the main menu.
Locate the file you want to edit, and then select More actions (⋮).

Choose one of the following options:

Edit	Change the file's name and/or description Determine whether the file should be visible to everyone or limited to select groups. If the latter, select the groups that should have access, and then select Save. Note: Admins can edit any file in the document center. Members can only edit files they uploaded.
Download	Save a copy to your device.
Move	Move the file to a folder you created. Learn more.
Delete	Remove the file from your document center. Deleted documents cannot be restored.

What to Do Next

Organize your files and set access permissions by creating folders in the document center. Learn more.

Troubleshooting

I want to upload files from a cloud service but I don't see a sign-in window.

Your browser's pop-up blocker may be to blame. You must allow third-party pop-up windows in order to sign in to Google Drive, Dropbox, or OneDrive.

I want to edit a file but I don't see the More Actions button.

To edit a file you must be either an admin or the file's originator. If neither of these conditions applies you cannot edit a file.

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