View and Upload Documents From Boardable Video

Learn how to view and upload new meeting files while in a meeting.

Table of Contents

I. View Meeting Documents in Meeting

II. Upload Meeting Documents in Meeting

• i. From User's Computer

• ii. From Document Center

• iii. From Google Drive

• iv. From OneDrive

• v. From Dropbox

   

I. Meeting Documents in Boardable Video

Meeting documents are listed on the meeting page under the heading Documents. For easy access during a meeting, these files can be viewed through the navigation panel.

To view documents in a meeting:

1. Join the Boardable Video conferencing session

   1. To learn how to do this, please see Related Articles

2. Click on the document icon (the button showing two stacked sheets of paper) from the meeting content menu at the left side of the conferencing screen

   1. Document titles are listed in the meeting content panel at the left side of the conferencing screen

      

3. Click on desired document title

   1. Selected document opens in the meeting content panel at the left side of the conferencing screen

   2. By default, this uses 30% of the screen

      1. To maximize content panel (and minimize video panels of other participants):

         • Click Expand panel to 50% or Expand panel to 80% (buttons showing partially filled squares at the top right side of the content panel); content panel expands to use the screen percentage selected during step 2

           

   3. To switch between view with and without annotations, use the View / Annotate toggle at the top of the content panel

   4. To return to a list of meeting document titles, click Close at the bottom of the content panel

   5. To learn how to present a meeting document to other participants, please see Related Articles

II. Upload Meeting Documents in Meeting

The following users can upload meeting documents via Boardable Video:

• Organization admins

• The meeting's creator / owner

• Meeting collaborators

Files can be added to meeting documents from the following sources:

• Uploader's device

• Boardable (document center)

  • Only files from the document center (what comes up after clicking Documents on the leftmost menu) can be added to meeting documents

  • Files cannot be added to meeting documents from group pages

• Google Drive

• Dropbox

• OneDrive

From uploader's device

To upload files from the device during a video session:

1. Join the video conferencing session

   1. To learn how to do this, please see Related Articles

2. Click on the document icon (the button showing two stacked sheets of paper) from the meeting content menu at the left side of the conferencing screen

   

3. Click New

   1. Upload source locations drop down

4. Click Upload a file

   1. Device's directory opens

      

5. Select desired file from directory

6. File is added to meeting documents

From Boardable Document Center

To add a file from the Boardable Document Center to meeting documents during a video session:

1. Join the video conferencing session

   1. To learn how to do this, please see Related Articles

2. Click on the document icon (the button showing two stacked sheets of paper) from the meeting content menu at the left side of the conferencing screen

   

3. Click New

   1. Upload source locations drop down

4. Click Boardable

   1. Boardable Document Center directory opens

5. Click title of desired file

6. Click Select

   1. selected file is added to meeting documents

From Google Drive

To add a file from the Google Drive to meeting documents during a video session:

1. Join the video conferencing session

   1. To learn how to do this, please see Related Articles

2. Click on the document icon (the button showing two stacked sheets of paper) from the meeting content menu at the left side of the conferencing screen

   

3. Click New

   1. Upload source locations drop down

4. Click Google Drive and log in to Google Drive account if prompted

   1. Google Drive directory opens

5. Click title of desired file(s)

6. Click Select

   1. selected file is added to meeting documents

From Dropbox

To add a file from Dropbox to meeting documents during a video session:

1. Join the video conferencing session

   1. To learn how to do this, please see Related Articles

2. Click on the document icon (the button showing two stacked sheets of paper) from the meeting content menu at the left side of the conferencing screen

   

3. Click New

   1. Upload source locations drop down

4. Click Dropbox and log in to Dropbox account if prompted

   1. Dropbox directory opens

5. Click title of desired file(s)

6. Click Choose

   1. selected file is added to meeting documents

From OneDrive

To add a file from OneDrive to meeting documents during a video session:

1. Join the video conferencing session

   1. To learn how to do this, please see Related Articles

2. Click on the document icon (the button showing two stacked sheets of paper) from the meeting content menu at the left side of the conferencing screen

   

3. Click New

   1. Upload source locations drop down

4. Click OneDrive and log in to OneDrive account if prompted

   1. OneDrive directory opens

5. 1. Select between Copy File and Create a live document

      1. To learn about each option, please see Related Articles

   2. The OneDrive pop-up window displays

   3. Complete OneDrive login and permissions menu if prompted

      1. OneDrive / Sharepoint file directory opens

   4. Hover over the desired file; circle displays

   5. Click this circle to fill it with a checkmark and select it

   6. Repeat steps 8-9 until all desired files are selected

   7. Click Select

    

Related Articles

• Join Boardable Video Conferencing Session: follow these steps to learn how to join a meeting using Boardable Video

• Boardable Video Conferencing Overview: learn about Boardable's video conferencing and the features available during a meeting