Documents
How do I add documents to my meeting for members to review?
Last Updated: August 28, 2026Add general meeting files from the meeting’s Documents tab. If a file supports one agenda item, you can attach it directly to that agenda heading instead. Before you begin: You need access to the meeting and permission to manage its documents. Members can only see files allowed by the meeting, committee, folder, and document permissions….
How can I use documents to stay organized?
Last Updated: August 28, 2026How to Use Documents to Stay Organized Documents help keep your team organized in one central location. Accessing the Documents Section In the Navigation Menu, click Documents to access the document management area. Here you will find various options to help you organize and upload your documents. (Editing capabilities and view options may vary based…
How do I add an attachment to a discussion?
Last Updated: August 28, 2026You can easily add an attachment to both new and existing threads. To add a document to a new thread, simply drag and drop your file from your desktop into the “Drop files here to upload” box above the “Create Thread” button. Alternatively, you can click within the box to select a document from your…
How do I archive, restore, or permanently delete a document?
Last Updated: August 28, 2026Archiving removes a document from active document views without immediately deleting it. Users whose role includes document-archive management can review archived documents, restore them, or permanently delete them. Archive a document Open Documents and locate the document. Open its available actions and choose Archive. Confirm the archive action if prompted. Review archived documents Open the…
How do I create and manage document folders?
Last Updated: August 28, 2026Custom folders let authorized document managers organize files into an organization-specific hierarchy. A folder can be available to the full board or restricted to one committee. Before you begin: You need folder-management permission for the full board or the selected committee. Create a folder Open Documents → All Documents. Select Create New Folder. Enter a…
How do I import files from cloud storage?
Last Updated: August 28, 2026BoardSite can import files and folders from Google Drive, Microsoft OneDrive, or Dropbox. The provider must be connected before it can be selected on the import page. Before you begin: You need document-upload permission, available document capacity, and an authorized cloud-storage connection. Connecting a provider may require administrator approval and the provider’s own consent screen….
How does document visibility and committee access work?
Last Updated: August 28, 2026BoardSite can make a document available to the full board or restrict it to a committee. Visibility is enforced using the active organization, the viewer’s role and permissions, and active committee membership. Choose visibility when uploading Open Documents → All Documents and select Upload Files. Add the files to upload. Choose the destination Folder. Under…
How do I use the Documents Manager?
Last Updated: August 28, 2026The Documents Manager is the central place to find, view, organize, upload, and manage BoardSite files. The folders, documents, and actions you see depend on your organization role, committee membership, and document permissions. Open the Documents Manager Sign in to BoardSite and select the correct organization. Open Documents. Select All Documents. Select a folder on…