Login, Setup, & Basics
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      1. Help Center
      2. Getting Started with Boardable
      3. Login, Setup, & Basics

      Navigating Boardable's Help

      Tips on how Boardable's Help Center is setup and organized, help article tips, using chat, and the Boardable Academy.

      Table of Contents

      I. Navigating the Help Center

      II. Chat for Help

      III. Boardable Academy

      I. Navigating the Help Center

      To open the help center, go to docs.boardable.com, or:

      1. Click Support on the main menu panel

      2. Click Help Center

        menu-help-center

      To search for an article:

      1. Click into the text box labeled Search for an article...

      2. Type search terms

      3. Press Enter or Return on the keyboard

      Or browse by category:

      • Getting Started with Boardable

        • How to get started with the Boardable platform

      • Boardable Mobile and Desktop App

        • Information on the mobile app and desktop app

      • Discussions

        • How to use Boardable Discussions to stay connected and share ideas

      • Document Center

        • How to store, organize, sign, and share files via the Boardable Document Center

      • Goals

        • How to track progress towards organizational goals with Boardable's Goals feature

      • Groups

        • How to share documents, tasks, goals, and polls with a subset of people in the organization, such as a committee

      • Meeting Center

        • How to run a meeting via the Boardable platform

      • Notifications & Notification history

        • How to view and send notifications

      • People Directory

        • How to manage organization user list and view user profiles

      • Reports

        • How to generate, view, and download reports on meeting attendance, Discussion content, and more

      • User Settings

        • How each person can customize their experience of the platform

      • Organization Settings

        • How admins can customize their organization's experience of the platform

      • Subscription

        • Information on Boardable service levels

      • Tasks

        • How to create, complete, and edit to-do items via Boardable's Tasks feature

      • Boardable Video

        • How to video conference using Boardable's built-in video feature

      • FAQ & Miscellaneous

        • Articles on subjects not listed above

      II. Chat for Help

      Learning a new program can be daunting. To contact Boardable Support for help via chat:

      1. Click Support located at the bottom of the main menu panel

      2. Click Contact Support

        1. A pop-out menu displays at the bottom right side of the screen

          menu-contact-support

      3. Click Ask a question in the pop-out menu

        1. The pop-out menu provides a chat

        2. Type a question

          1. Press Send

            • An automated answer is provided

              • To request a response from a live agent, click Wait for the team when prompted

                boardable-ai-agent-automated-response


      III. Boardable Academy

      To access video tutorials and other learning resources:

      1. Click Support on the main menu panel at the left side of the screen

      2. Click Boardable Academy

        menu-boardable-academy

      Related Articles

      • User Settings: Learn about personal profile settings, options available (ie contact info, login, notifications, time zone) and how to connect a Zoom account