Stay in control with a complete overview of your uploaded files in your board portal! All files can be found in Documents.
This article contains the following sections:
- Send document notifications
Clicking on one of the tabs in the left column gives you an overview of the folder structure and documents. Here you can add documents, meetings, check folder access, send notifications and more. To access the options for the folder you have entered, select More actions.
To upload new documents, click on the Add new button in a folder and then Document.
In the upload window, first, select the documents you wish to upload using drag and drop or click on Browse. Once the documents have been selected, they will appear in a list and may be uploaded individually or all at once using Upload all.
Allow print and text copying is chosen by default. You also have the option to allow download. This option will apply to all user roles. Microsoft Office documents (doc, docx, xls, xlsx, ppt, pptx and ppsx) are supported for converting. Please note that deviations may occur when you convert documents to PDF using the converters supplied.
Documents are viewed by clicking on the title. You can view multiple documents by marking the documents and click Merge. Gain access to all options for a document (or folder) from the cogwheel in the right column. To quickly take action on multiple documents, mark the documents, and choose an option from More actions. The sort order may be rearranged using drag & drop or the arrows at the far right.
Send document notifications
The option for sending document notifications is available from the menu when clicking the cogwheel (single document) or More actions (multiple documents) in the document list.
You can edit the text in the email/SMS/Push for all users by clicking Edit template, or an individual user by clicking Edit individual messages.