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      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.

      Document Center Overview

      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

      Note: maximum upload file size is 250 MB per file

      Please review Related Articles for more detailed instructions on these features.

      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.

      Document Center Overview 2

      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

          Document Center Overview 3

      2. Results will display on the Search page

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

        Document Center Overview 4

      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

          Document Center Overview 6

      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.

      Related Articles

      • Edit / Move / Delete Files: learn how to edit, move, or delete files in Boardable's Document Center

      • Folders and Visibility in the Document Center: learn about setting up folders, nesting folders, and limiting access to folders in Boardable's Document Center

      • Mark Favorites in the Document Center: learn how to star your favorite documents and view them all in one place

      • View Documents: learn about the different kinds of documents in Boardable's Document Center and how to view them

      • 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

      • E-Signatures — Prepare and Send Documents: learn how to prepare and send signable documents with e-signatures

      • Document Audit Log: learn which document actions are logged and how to view them.

      • Document Center: Download Files & Folders: learn how to download documents from the Document Center, one at a time, or in bulk

      • How to Disable Document Downloads: learn how to prevent document downloads