Uploading Documents & Associating to a meeting

1. Navigate to the Documents page
2. Locate and click on the

        

3. Follow Steps 1, 2 and 3 - as in the next image.  

Step 1: Upload Documents

Click on Choose

Your computer's file manager opens (this will look different on some computers)

Choose the documents for upload. Click Open. 

Document is added under Document Name

Step 2: Add tags

Tags are dragged. Watch your cursor - it changes from a pointer to a hand when hovering over a tag. When the cursor becomes a hand, drag the tab to Add to all or to Drag a tag here

(click on image to enlarge)

Step 3: (Optional) Attach Documents to a meeting.  

Adding a meeting tag links the document to a respective agenda and meeting. 

4. If you have added meeting tags to documents, you can view them by ... 

Go to

(Click on image to enlarge.)

To see the documents added for that meeting, click on

• Documents added to a meeting are listed on the left-hand side 

• Recording Secretaries can organize the documents by agenda item by dragging  the document to an agenda item and dropping in an agenda item. 

(Click on image to enlarge.)

• Documents can be removed from the agenda by clicking on the. The document can then be dragged to a different agenda item.  This does not delete the document from BoardSpace, only removes it from this meeting. 

• To remove a document from the meeting, click on the x on the right-hand side of the document name in the Meeting Attachments list.  This does not delete the document from BoardSpace, it only removes it from the meeting.
  

• Documents can be reordered in the agenda item by clicking on the(arrows) (only by Recording secretary).

• If you don't see a document in the meeting attachments list, return to Documents, and drag a meeting tag to it.  

Updated October 2023 (link to Guides & Help)