Helpdesk for BoardSpace

Tutorials 22

• How to Add Multiple Users using a CSV File
• First Steps in getting started
• Quick Start Guide for Owners, Members, Stakeholders or Shareholders
• Learning about the Meetings Page
• Getting ready for a meeting

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Super Admins 0

LiveDocs 0

General Questions 73

• How much does BoardSpace cost?
• Is there a free trial?
• What are the minimum technical specifications needed for BoardSpace?
• How many documents can I upload?
• What is the maximum number of people I can add to my board?

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Printing 1

• How to print the minutes or agenda?

Glossary of Terms 7

• Actions
• What are the different types of agenda Items?
• Recording Secretary
• What are the different types of user roles?
• Officers

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Getting Started 21

• Can a director be recording secretary?
• Can I have 2 recording secretaries at the same time?
• What’s the difference between a super admin and an admin?
• What do owners or members get access to?
• Can I give my accountant access to my board’s records?

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Understanding Tags 6

• How do I delete tags?
• What does the "Board Only" or "Board & Mgrs" tags mean?
• I added a document via Documents. How do I associate with a specific meeting?
• Tagging Best Practices
• Managing the Tagging System

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Managers 2

• Who is a manager?
• How do I add a manager to my board?

Actions 1

• Understanding The Action Review Module

Settings 0

Feature Requests 1

• Do you have any ideas for new features?