There are many ways to add documents in BoardX, such as, a record from a meeting agenda or minutes, a document from a governance channel, or a document from a task. You can also directly upload a copy file to the document centre and set a visibility option for file access to the correct people in your organisation. Let's begin!
Creating a New Folder
Select Document Centre on the main menu on the left side of your screen.
Document Centre Page should be open.
There are two ways to create a New Folder:
Selecting the pointing down arrow next to the NEW
Selecting the pointing down arrow next to the Document Centre
NOTE:Both options will follow the same steps.
Select pointing down caret next to New.
The dropdown window should appear with two options:
New Folder
File Upload
Select the orange rectangle New Folder.
Pop-up window New Folder should appear with the following:
New folders Name,
Description,
Visibility
Everyone
Limited (Only available for Owners/Admins)
Selecting Visibility to Everyone
Step 1: Fill in the Name (required)
Step 2: Fill in the Description (optional)
Step 3: Select Everyone
Step 4: Select Save
NOTE:Now your folder is created in Document Centre. In this case, the name of the created folder is Shareholders.
Uploading a File to Document Centre
Select Document Center
Select New
Drop down menu should appear with two options:
New Folder
File Upload
Select File Upload
Upload a file to Document Centre should appear.
Select "Select File"
Please select the file you'd like to upload from your device.
Enter the Name of the file (Mandatory)
Enter Description (Optional)
Select Save
Now your file is successfully saved in the Document Centre.
Drag and drop files into Document Center.
Choose your file for upload from your device.
Drag and drop into the "Drop File Here" or "Drop files Here or click to upload" sections.
The popup window "Upload File to Document Centre or Folder" (if you have a folder created) should open with the instructions mentioned below.
I hope this article was helpful to you. If you need more help, don't hesitate to contact our customer success team by clicking on the Orange Icon in the bottom right corner or contacting us through email at [email protected].