Manage Documents for an Existing Boardroom Meeting

Add documents to a Boardroom Meeting to provide attendees with pre-meeting information. Delete documents that become unnecessary. Choose among multiple methods of document management for Boardroom Meetings.

From the “BOARDROOM MEETING” window’s “Attachments” section

  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 the “Attachments” section, click on the “Uploads” icon (upward pointing arrow). Locate the file you want to upload. Click on the name of the file to select it, or Shift-click to select multiple documents. Click on the “Open” button to continue.

From the “EDIT BOARDROOM MEETING” window’s “Boardroom Manager Comments” section

  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 the “Boardroom Manager Comments” section, add a comment in the comment box. Click on the “include attachments” link. Locate the file you want to upload. Click on the name of the file to select it, or Shift-click to select multiple documents. Click on the “Add Comment” button to continue.

From the “EDIT BOARDROOM MEETING” window

  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 “Edit Boardroom.”
  4. In the “Share Documents with All Attendees” section, click on the “Upload documents” link. Locate the file you want to upload. Click on the name of the file to select it, or Shift-click to select multiple documents. Click on the “Open” button to continue.