Uploading Documents & Linking to Meetings

Upload documents from the Attachment's section of the Meetings Page or from the Documents page. 

A. Go to Meetings - next click on Attachments

OR
Navigate to Documents (icon on left-hand side of screen)
Look to the top-right.  Click to upload

        

Follow steps to Upload Documents   

1: Add Files

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

2: Add tag(s) to Document(s)

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Select All - will select all documents being uploaded or select documents one by one. 

2. Add Tag(s) - Popup shows tags. Click on tags to add to document(s)

Add selected tag(s) - add tags to documents and closes popup.

3: Link Documents to a meeting(Optional).  

Linking a document to a meeting add the document to a respective agenda and meeting. 

4. Finalize 

Allows for removing tags or linked meetings. Go back if you need to add additional tags.

If you have linked a document to a meeting go to

(Click on image to enlarge.)

To see the documents added for a 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 

Previewed - click on icon opens doc in a new browser tab
Downloaded - click on icon downloads doc to your computer

For Recording Secretaries ONLY

• Remove a Documents 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).

• If you don't see a document in the meeting attachments list, upload a new Documents.  

Updated July 2024