Document Center Overview

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

---

TABLE OF CONTENTS

I. Document Center Basics

II. Access by Boardable Role

III. Search the Document Center

IV. Sorting Files and Folders

V. Troubleshooting

---

I. Document Center Basics

Please find below a video tutorial on the Document Center.

The Document Center hosts all the files needed for the board in one place for easy reference and record keeping. It offers the simplicity of organizing and distributing documents without digging through multiple locations on shared drives and email attachments.

To access the Document Center, click Documents from Boardable's main menu panel.

The document center has the following features:

• Organize files with folders

• Mark files as favorites

• Limit visibility with folder security

• Upload files

  • From computer

    • Apple files, Image files, Microsoft files, CSV files, PDFs

  • Link to Dropbox, Google Drive, or One Drive

• Download files and folders

• Get documents signed with E-signature

 

The area at the top of the page will always display the folder structure. If in a folder that is nested by other folders, use this to navigate back to another folder.

II. Access by Boardable Role

Access and abilities within the Document Center by role include:

1. Organization Admin (Administrator)

   1. Access to all files regardless of visibility settings

   2. Ability to upload, edit, move, and delete any documents within the Organization

   3. Ability to limit visibility to folders

   4. Prepare and send documents for E-signature

2. Member

   1. Access to all folders and files where visibility is not limited to exclude them

   2. Ability to upload files / create folders

   3. Ability to move or delete files uploaded by them

   4. Ability to limit visibility on their own folders (Organization Admins can still access)

3. Observer

   1. No access to the Document Center

   2. Files attached to groups or meetings, they are involved with, can be viewed through the associated page

III. Search the Document Center

To search for a document:

1. Search is always available in the profile panel at the top of the page

   1. Type a part of the name and press Enter or Return on the keyboard

      

2. Results will display on the Search page

3. To narrow the search results, click documents under the search bar

   

IV. Sorting Files and Folders

Files and Folders can be sorted by Default, Name (A-Z), Name (Z-A), Newest to Oldest, or Oldest to Newest.

To sort files:

1. Click Sort By

   1. The options menu drops down

      

2. Click the desired sorting option

V. Troubleshooting

If a user cannot open the Document Center, and does not see a Documents option on the leftmost menu, this means their role is Observer.

The Document Center is not included in this role’s access. To let them open the Document Center, an admin must promote them to Member.