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How do I manage documents for a Boardroom meeting?

Manage Documents for a Boardroom Meeting

Add documents to a Boardroom Meeting to give attendees pre-meeting information, and remove documents that are no longer needed. There are three different places in the Boardroom Meeting interface where you can upload (attach, add) files — pick whichever fits your workflow.

Getting to the Boardroom Meeting first (all methods start here):

  1. Click the Membership tab on the vertical Dashboard menu at the left side of the screen.
  2. Click the Boardroom tab.
  3. In the BOARDROOM window, locate the meeting in the list. In the Actions column, open the three-dots menu and choose View Boardroom (or Edit Boardroom — see Method 3 below).

 Method 1: Upload Files via the Attachments Section (most common way to attach documents)

Use this to add general meeting documents (agendas, packets, handouts) directly to the meeting.

  1. Follow the steps above and choose View Boardroom.
  2. In the Attachments section, click Upload Additional Documents (the upward-pointing arrow icon).
  3. Locate the file you want to upload. Click its name to select it, or Shift-click to select multiple documents at once.
  4. Click the Open button to complete the upload.

The uploaded file appears immediately in the Attachments section list, alongside any files already there.

 Method 2: Attach Files to a Boardroom Manager Comment (add a document alongside a comment/note)

Use this when you want to attach a file as part of a comment you're leaving for other Boardroom Managers.

  1. Follow the steps above and choose View Boardroom.
  2. In the Boardroom Manager Comments section, type your comment into the comment box.
  3. Click the include attachments link.
  4. Locate the file you want to upload. Click its name to select it, or Shift-click to select multiple documents.
  5. Click Add Comment to post the comment with the attached file(s).

 Method 3: Upload Documents to Share with All Attendees (via Edit Boardroom Meeting)

Use this to share documents with everyone invited to the meeting, not just Boardroom Managers.

  1. Follow the "Getting to the Boardroom Meeting" steps above, but choose Edit Boardroom instead of View Boardroom.
  2. In the Share Documents with All Attendees section, click the Upload documents link.
  3. Locate the file you want to upload. Click its name to select it, or Shift-click to select multiple documents.
  4. Click Open to complete the upload.