Download Files from a Boardroom Meeting

Download document assets that have been uploaded to a Boardroom Meeting.

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 that opens, locate the Boardroom Meeting in the list. In the “Actions” column, open the three-dots menu and choose “View Boardroom.”
4. In “BOARDROOM MEETING” window that opens, go to the “MEETING DETAILS” and the “ATTACHMENTS” sections at the bottom left.
• At the bottom of the “MEETING DETAILS” section, locate the files that have been added through creating, viewing, or editing the Boardroom meeting. The name of each file is a file link. Click on an individual link to download a copy of the specific document.
• In the “ATTACHMENT” section, locate the files that have been attached to Boardroom Manager Comments. Click on the download link (downward-pointing arrow) to the right of a file name to download a copy of the document.