How do I download files from a Boardroom meeting?
Download Files from a Boardroom Meeting
Also searched as: save a boardroom attachment, get a meeting document, export a boardroom file
Download document assets that have been uploaded to a Boardroom Meeting.
Steps
- Click on the Membership tab on the vertical Dashboard menu at the left side of the screen.
- Click on the Boardroom tab.
- In the BOARDROOM window, locate the meeting in the list. In the Actions column, open the three-dots menu and choose View Boardroom.
- In the BOARDROOM MEETING window, go to the Attachments section, below Meeting Details on the left. Every uploaded file is listed here — whether it was uploaded directly or attached alongside a Boardroom Manager comment.
- Click the file's name to open it in a new tab, or click the download icon (downward-pointing arrow) next to it to save a copy.
> Note: A file attached to a Boardroom Manager comment also shows a "view attachments" link under that comment — clicking it opens the same file, but the file itself is only downloadable from the Attachments section as described above.