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Boardable Overview
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Document Center
Manage Documents
Annotate and Edit Documents
Manage Document Signatures
Meetings
Create and Configure Meetings
Manage Meeting Invitees
Create Meeting Agendas
Take Meeting Minutes
Use the Calendar
Groups
Discussions
Polls
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Tasks
Goals
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Standard Reports
Custom Data Reports
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User Settings
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Forms & Surveys
Video Conferencing
Use Boardable Video
Use Zoom or Microsoft Teams
Release Notes
2025
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Help Center
Meetings
Boardable Overview
Boardable Overview
Manage Your Subscription
Getting Started
Quick Start Guides
Login and Setup
Use Boardable Mobile
Use Boardable Desktop
Document Center
Manage Documents
Annotate and Edit Documents
Manage Document Signatures
Meetings
Create and Configure Meetings
Manage Meeting Invitees
Create Meeting Agendas
Take Meeting Minutes
Use the Calendar
Groups
Discussions
Polls
Tasks & Goals
Tasks
Goals
People
Notifications
Reports & Data
Standard Reports
Custom Data Reports
Settings
Accessibility Features
User Settings
Organization Settings
Forms & Surveys
Video Conferencing
Use Boardable Video
Use Zoom or Microsoft Teams
Release Notes
2025
Meetings
Schedule meetings, invite attendees, distribute documents, and take minutes
Step-by-Step Guide to a Meeting Process
Roles in Meetings
Edit and Understand Recurring Meetings
Meeting Visibility for New Members
Easy Access Meeting Dashboard
Agenda Documents Folder
Meeting Link — Open in Browser or Desktop App
Member / Observer Meeting Page Overview
Agenda Progress Marker & Live Updates
Update RSVP for Meeting Invitees
Public Meeting Page
How to Publish Meeting Materials
View Deleted Meetings and Re-notify
Documents — Upload to Meeting Page
Send Meeting Invites
Attendance on the Meeting Page
Update My RSVP
Meeting Lists
Add Guests to Boardable Meetings
Update Meeting Role
Admin Meeting Page Overview
Create a Recurring Meeting
Personal Agenda Notes
Admins — View Member Meeting Page
Meeting Page Comments
Create a Meeting with Scheduling Poll
Add Video Conferencing to a Meeting
Create and Configure Meetings
Create a Meeting
Edit or Delete a Meeting
Follow Up Meetings
Hybrid Meetings in Boardable
Create Board Packets
See more
Manage Meeting Invitees
Send Messages to Meeting Attendees
Create Meeting Agendas
Agenda — Upload a Document
Multi-day Agendas
Agenda — Build and Edit
Agenda — How do I create a Hyperlink in an Agenda?
Board Packet — Troubleshooting
Agenda Troubleshooting
Agenda — View and Print
See more
Take Meeting Minutes
Create Meeting Minutes
Publish Meeting Minutes
Generate Minutes and Meeting Summaries
Attendance in Meeting Minutes
Edit / Format Meeting Minutes
Minutes — Signatures
Minutes — Troubleshooting
See more
Use the Calendar
Calendar Events — Troubleshooting
Calendar Event Notifications FAQ
Calendar Subscription Feed