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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

  1. Click on the Membership tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on 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.
  4. 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.
  5. 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.