Agenda — Upload a Document

Learn how to add / upload a document to the meeting agenda.

Table of Contents

I. Upload a Document to the Agenda

II. Upload Document Options

I. Upload a Document to the Agenda

Documents can be added to specific topics contained in the agenda. Only Organization Admins, Meeting Owners, and Meeting Collaborators can upload a document to the agenda. Follow these steps to add a document to meeting agenda:

• While working on the agenda, click on one of the agenda items

• The right side of the screen will display details that can be filled in regarding that agenda item

• At the bottom of these details is an Attachments section

  

There are five ways a document can be selected for upload:

1. User's computer

2. Document Center (within Boardable)

3. Google Drive

4. Dropbox

5. OneDrive

    

i. From User's Computer

1. Click the Upload a file option in the menu that appears after clicking Attach a document at the bottom of the agenda edit panel

2. The file directory pop-up window will appear (Finder, File Explorer, Launcher, etc. depending on operating system)

   1. Navigate to the appropriate directory

3. Double click the desired file to add it to the agenda item, or select multiple files and click the Open, Select or Choose button (depending on operating system)

   1. To select multiple files that are sequential click the first file, hold the shift button, and then click the last file

   2. To select multiple files out of order click a file, hold down the Ctrl (PC) or command (Mac) button and continue to hold until all desired files are selected

ii. From the Document Center

1. Click the Boardable logo icon after clicking after clicking Attach a document at the bottom of the agenda edit panel

2. The Attach a file pop-up will appear

   1. Navigate to the appropriate folder and click on the folder to view its contents

3. Click on the desired file

4. Once a file is selected it will be highlighted in light blue

5. Click Select to add the file(s) to the agenda item

   

iii. From Google Drive

1. Click Google Drive from the Attach a document menu

2. The Google Drive pop-up window will appear

3. After signing in (if necessary), click Yes to allow Boardable access to the files (if asked - otherwise files cannot be selected)

   1. If concerned, these permissions can be revoked after files have been added by doing the following:

      • Sign in to Google Drive from a Browser

      • Go to Settings (gear icon in the upper right corner)

      • Click Manage Apps

      • Click Options next to Boardable

      • Click Disconnect from Drive

      • A pop-up window will appear to confirm, click Disconnect

      • Click Done

      • The files added to Boardable will still be available in Boardable

4. Navigate to the appropriate folder and file(s)

5. Select the file or files to include

   1. To select multiple files that are sequential, click the first file, hold the shift button and then click the last file

   2. To select multiple files out of order, click a file, hold down the Ctrl (PC) or cmd (Mac) button and continue to hold until all desired files are selected

6. Once file(s) are selected, the Select button will be available

7. Click Select to add the file(s) to the agenda item

iv. From Dropbox

1. Click Dropbox from the Attach a document menu

2. The Dropbox pop-up window will appear

   1. After signing in (if necessary), navigate to the appropriate folder and files

3. Click in the box next to the desired file name or files to add a checkmark

   1. To select all files within a folder, click the folder to view the contents, then click in the box at the top next to the folder name

      

   2. When viewing a folder, click the minus sign at the top next to the folder name to deselect any files already selected (or click to uncheck the checkmark if all were chosen)

      

4. Once a file is checked, the Choose button will be available

5. Click Choose to add the file(s) to the agenda item

v. From OneDrive

1. Click OneDrive from the Attach a document menu

2. Select between Copy File and Create a live document

   1. To learn about each option, please see Related Articles

3. The OneDrive pop-up window displays

4. Complete OneDrive login and permissions menu if prompted

   1. OneDrive / Sharepoint file directory opens

5. Hover over the desired file; circle displays

6. Click this circle to fill it with a checkmark and select it

7. Repeat steps 5-6 until all desired files are selected

8. Click Select 

Related Articles

• Agenda — Build and Edit: learn how to build an agenda from scratch or from a template, edit items, and move items around

• Personal Agenda Notes: learn how to view and add documents from a group's page.

• Add Documents to Meeting Page: learn how to add documents to the meeting page from a variety of sources

• How do I create a Hyperlink in an Agenda?: learn how to insert a hyperlink into the meeting agenda