--- title: Document Storage Best Practices description: There are many Boardable document storage options—learn which best suits your needs. --- [Skip to content](https://docs.boardable.com/knowledge/document-storage-best-practices#main-content) ![boardable-logo-dark-1.png\]](https://docs.boardable.com/hs-fs/hubfs/Logos/boardable-logo-dark-1.png?height=38&name=boardable-logo-dark-1.png) Open main navigation Close main navigation - [Go to Boardable](https://app.boardable.com/login) [Go to Boardable](https://app.boardable.com/login) Advice and answers from the Boardable Team - There are no suggestions because the search field is empty. 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) # Document Storage Best Practices ## There are many Boardable document storage options—learn which best suits your needs. --- ### **Table of Contents** #### [**I. Document Center Use Case**](https://docs.boardable.com/knowledge/document-storage-best-practices#doc-center) #### [**II. Group Page Documents Use Case**](https://docs.boardable.com/knowledge/document-storage-best-practices#group-page) #### [**III. Meeting Page Documents Use Case**](https://docs.boardable.com/knowledge/document-storage-best-practices#meeting-page) #### [**IV. Agenda Attachments Use Case**](https://docs.boardable.com/knowledge/document-storage-best-practices#agenda-attachments) #### [V. Comment Attachment Use Case](https://docs.boardable.com/knowledge/document-storage-best-practices#comment) #### [**VI. Comparison Chart**](https://docs.boardable.com/knowledge/document-storage-best-practices#comparison) --- ### I. Document Center Use Case The Document Center (what comes up after clicking **Documents** on the leftmost menu) is best suited to host files which need to be easily accessible and re-usable on other parts of the interface. These files can be viewed by admins and members. These files *cannot* be viewed by observers. Files in this location can be cross-posted multiple other places on the platform. For example, a file in the Document Center can also be added to a Group page and Meeting page, after being uploaded to Boardable only once. These files can be organized into custom folders. Folders in the Document Center can have their visibility limited by groups. This option is supported only for complete folders, and not for individual files. If this option is not used, by default, all folders and files in the Document Center are visible to all admins and members. Notifications can be sent for new files uploaded to this location. For Professional and Enterprise organizations, signatures can be requested for files in the Document Center. ![menu-documents](https://docs.boardable.com/hs-fs/hubfs/1%20Knowledge%20Base/menu-documents.png?width=198&height=300&name=menu-documents.png) ### II. Group Page Documents Use Case The *Documents* tab of a group page (what comes up after clicking **Groups** on the leftmost menu, then the title of a Group) is best suited to host files which should only be accessible by a certain group, including its observers. These files are visible *only* to organization admins and to users who are added to the page's group. These files *can* be viewed by observers added to the group. Group Page documents can be organized into custom folders. Files in this location *cannot* be cross-posted elsewhere on the platform. Notifications *cannot* be sent for new files uploaded to this location. Signatures *cannot* be requested for files in this location. ![group documents menu item-1](https://docs.boardable.com/hs-fs/hubfs/1%20Knowledge%20Base/group%20documents%20menu%20item-1.png?width=688&height=135&name=group%20documents%20menu%20item-1.png) ### III. Meeting Page Documents Use Case The D*ocuments* section of a meeting page (at the bottom of the *Materials* tab of a meeting page) is best suited to host files which should only be accessible by meeting invitees, including observers, and which do not need to be included in a board packet. These files are visible *only* to organization admins and to users who are invited to the page's meeting. For fully published meetings, these files *can* be viewed by observers invited to the meeting. Files in this location *cannot* be cross-posted elsewhere on the platform. For Professional and Enterprise accounts, Meeting Page documents can be organized into custom folders. Meeting Page Documents are not included in the meeting's board packet. Notifications *cannot* be sent for new files uploaded to this location. Signatures *cannot* be requested for files in this location. ![documents in meeting](https://docs.boardable.com/hs-fs/hubfs/documents%20in%20meeting.png?width=500&height=126&name=documents%20in%20meeting.png) ### IV. Agenda Attachments Use Case Agenda attachments are best used to post files which should only be accessible by meeting invitees, including observers, and which do need to be included in a board packet. These files are visible *only* to organization admins and to users who are invited to the agenda's meeting. For fully published meetings, these files *can* be viewed by observers invited to the meeting. Agenda attachments are automatically added to the *Documents* tab of the meeting page in an *Agenda Documents* folder. This folder cannot be edited, and subfolders cannot be created within it. Files in this location *cannot* be cross-posted elsewhere on the platform. Agenda attachments *are* included in the meeting's board packet. Notifications *cannot* be sent for new files uploaded to this location. Signatures *cannot* be requested for files in this location. ![attach\_a\_document](https://docs.boardable.com/hs-fs/hubfs/attach_a_document.png?width=688&height=439&name=attach_a_document.png) ### V. Comment Attachment Use Case Attachments to a comment on a discussion, meeting, poll, or task are best suited to post files relevant only to the content they’re attached to, and not likely to be referenced for other purposes. These files are visible *only* to organization admins and to users added to the content the comment is posted to, including observers. Files in this location *cannot* be cross-posted elsewhere on the platform. Signatures *cannot* be requested for files in this location. Notifications can be sent for new files uploaded to this location. ### VI. Comparison Chart | | Document Center | Group Page Documents | Meeting Page Documents | Agenda Attachments | Comment Attachment | | --- | --- | --- | --- | --- | --- | | Visible to all admins | ✓ | ✓ | ✓ | ✓ | ✓ | | Visible to all members by default | ✓ | X | X | X | X | | Can be viewed by added members | ✓ | ✓ | ✓ | ✓ | ✓ | | Hidden from all observers | ✓ | X | X | X | X | | Can be viewed by added Observers | X | ✓ | ✓ | ✓ | ✓ | | Can be cross-posted elsewhere on the platform | ✓ | X | X | X | X | | Can be organized into custom folders | ✓ | ✓ | X (Essentials)   ✓ (Professional & Enterprise) | X | X | | Folder visibility can be limited by group | ✓ | ✓ | X | X | X | | Individual file visibility can be limited by group | X | ✓ | X | X | X | | Included in Board Packets for Professional accounts | X | X | X | ✓ | X | | Signatures can be requested for Professional accounts | ✓ | X | X | X | X | | Assignees can be notified | ✓ | X | X | X | ✓ |   - [Boardable Overview](https://docs.boardable.com/knowledge/boardable-overview?hsLang=en#main-content) - 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