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Pinned Documents

Board Admins can choose specific documents to pin to the top of the Documents page for ease of finding by other users. To pin a document, scroll to table that includes document names.

Click on the star - at the left-hand side of document name. This pins the document to the pinned document section. Unpin a document by clicking on the red star. 

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Advanced search

Search by document name or by a date range. Use the calendars to set dates.

Find by Meeting Date 

Meeting date tags are automatically created for new meetings. Clicking on a meeting date tag shows a list of documents that were added to that meeting. 

Pinned Tags

Each user can create their own pinned tags - for documents frequently accessed.  

Pin tags by dragging a tag to

Unpin a tag by clicking on the

Tags organize documents. 

Click on any tag to find documents with that tag. 

Clicking on additional tags filters (or narrows) the search results. 

Clicking on a tag also shows related tags. 

What are related tags?

Related tags are those tags associated with the tag clicked above - in this example when the Correspondence was clicked, an associated tag of Governance and Policy lets the user pick one to further narrow the search for a document.

Clicking on Reset removes all of the added filters.   

Create New Tags to add additional tags.  

Updated December 2022