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Documents — Upload to Meeting Page

Learn how to add documents to the meeting page from a variety of sources.

Manage Meeting Documents

Add, organize, and move files within your meeting page.

In This Article

Before You Begin
Upload Documents
Add Folders to a Meeting Page
Move Documents to Meeting Folders

Before You Begin

Files added to the Documents tab of a meeting page are visible only to organization admins and invited meeting participants.
Only document files can be added—messages, links, polls, or tasks cannot.

To add other types of content to a meeting, see Related Articles on adding polls, tasks, and comments.

Upload Documents

Only organization admins, meeting creators/owners, and collaborators can upload files to a meeting page.

Documents can be uploaded from five sources:

  • Your computer

  • Document Center

  • Google Drive

  • Dropbox

  • OneDrive

From Your Computer

  1. Navigate to the meeting page and select the Materials tab.

  2. Click +New next to Documents, then choose Upload a File.

  3. Select the file(s) from your device and click Open (or Select/Choose, depending on your system).

    • To select multiple files in order, hold Shift.

    • To select multiple non-sequential files, hold Ctrl (PC) or Cmd (Mac).

From the Document Center

  1. Open the meeting page and click the Materials tab.

  2. Select +New > Upload a File > Boardable.

  3. Choose the file(s) from the Document Center and click Select.

From Google Drive

  1. Navigate to +New > Upload a File > Google Drive.

  2. Sign in and grant access if prompted.

  3. Select the desired file(s) and click Select.

Tip: You can later revoke permissions in Google Drive under Settings > Manage Apps > Boardable > Disconnect from Drive.

From Dropbox

  1. Navigate to +New > Upload a File > Dropbox.

  2. Sign in if prompted.

  3. Check the box beside each file you want to upload, then click Choose.

From OneDrive

  1. Navigate to +New > Upload a File > OneDrive.

  2. Sign in if needed and select between Copy File or Create a Live Document (see Related Articles).

  3. Choose the file(s) and click Select.

Add Folders to a Meeting Page

Each meeting page includes a default Agenda Documents folder.
You can add custom folders with Professional or Enterprise plans.

To create a new folder:

  1. Navigate to the meeting page and select the Materials tab.

  2. Click +New > New Folder.

  3. Enter a Name and optional Description (supports bold, italics, bullets, numbered lists, and links).

  4. Click Save.

Move Documents to Meeting Folders

Note: Files can be added to the Agenda Documents folder only by attaching them to the agenda.

You can either upload new files directly into a folder or move existing ones.

To upload directly into a folder:

  1. Open the meeting page and click the desired folder.

  2. Follow the steps in Upload Documents.

To move an existing file:

  1. Go to the Materials tab and find the document.

  2. Click More Actions > Move.

  3. Select the destination folder and click Move again.

Questions? Contact your CSM or write to the Support team at support@boardable.com


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