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Boardable Overview
Boardable Overview
Manage Your Subscription
Getting Started
Quick Start Guides
Login & Setup
Use Boardable for Desktop
Use Boardable for Mobile
Documents
Administrators (Organization Admins) and Members Only
Professional and Enterprise Plans Only
Meetings
Create and Configure Meetings
Use the Calendar
Create Meeting Agendas
Take Meeting Minutes
Groups
Groups: Organization Admins Only
Groups: Group Owner / Group Admins Only
Discussions
Polls
Tasks & Goals
Tasks
Goals
People
Notifications
Reports & Data
Standard Reports
Custom Data Reports
Settings
User Settings
Organization Settings
Surveys
Video Conferencing
Use Boardable Video
Integrate with Zoom or Teams
Release Notes
2025
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Help Center
Documents
Boardable Overview
Boardable Overview
Manage Your Subscription
Getting Started
Quick Start Guides
Login & Setup
Use Boardable for Desktop
Use Boardable for Mobile
Documents
Administrators (Organization Admins) and Members Only
Professional and Enterprise Plans Only
Meetings
Create and Configure Meetings
Use the Calendar
Create Meeting Agendas
Take Meeting Minutes
Groups
Groups: Organization Admins Only
Groups: Group Owner / Group Admins Only
Discussions
Polls
Tasks & Goals
Tasks
Goals
People
Notifications
Reports & Data
Standard Reports
Custom Data Reports
Settings
User Settings
Organization Settings
Surveys
Video Conferencing
Use Boardable Video
Integrate with Zoom or Teams
Release Notes
2025
Documents
Securely store and organize your documents
Copy Signed Documents to Document Center
Sign an E-Signature Document
Documents — Upload to Document Center
Upload Multiple Documents to Document Center
Document Center Overview
Annotation Tools & Color Options
View Status of Document Signatures
Notifications and Documents
Document Audit Log
Annotations Access and Overview
View Documents
Document Center — Download Files & Folders
Document Storage Integrations & Boardable
Annotations: Edit / Delete
How to Disable Document Downloads
Folders — Create, Edit, & Lock
Document Storage Best Practices
Document Center — Star / Mark Favorite
Edit Documents in Boardable
Organize, Star, & Sort Files & Folders
Annotations — Edit / Delete Comments
Additional Annotation Options
Administrators (Organization Admins) and Members Only
Edit / Move / Delete Files
Professional and Enterprise Plans Only
Add Watermark to Signed Documents
E-Signatures — Prepare and Send Documents
Print / Download Signed Documents