Tutorials

Setting up your BoardSpace: First Steps
Congratulations on taking the first step towards digital freedom. This tutorial will go over the basics of getting started using BoardSpace.   You must ...
Thu, 13 Feb, 2020 at 9:32 AM
Quick Start Guide for Owners, Members, Stakeholders or Shareholders
Click on the link below to get started learning more about using BoardSpace as an owner, member, stakeholder or shareholder.  Link to Quick Start Guide ...
Mon, 13 May, 2019 at 4:45 PM
Understanding Navigation and Getting ready for the First Meeting
Navigation This is the main page for each board or committee.    On the left-hand side is the navigation for the main features. Menu - Clic...
Tue, 28 Jan, 2020 at 3:31 PM
Getting minutes ready for a meeting
Users must be the recording secretary to prepare the minutes.  Minutes Step 1  Click on  Verify that you are the recording secretary. If you see...
Mon, 3 Feb, 2020 at 1:47 PM
Using BoardSpace during a meeting
Quick Start Guides parts 2 and 3 covered setting up the agenda, adding documents and preparing draft minutes. To begin the meeting.   Step 1 Go To ...
Tue, 28 Jan, 2020 at 4:42 PM
Quick Start Guide for Super Admins: Part 5
Adding a Manager This tutorial covers the steps for adding a manager. Managers are the users who have titles such as Property Manager, General Manager, CEO...
Tue, 21 Jan, 2020 at 10:31 AM
How to Manage Tags
Super Admins and Board Admins can edit or merge tags.   This tutorial covers managing tags.   Once or twice a year it is a good idea to look over the t...
Thu, 23 Jan, 2020 at 5:56 PM
How to Find Documents
Go to 1. Advanced search - search by document name or by a date range. Use the calendars to set dates.  2. Find by Meeting Date  Meeting d...
Thu, 23 Jan, 2020 at 6:06 PM
An introduction to BoardSpace for Directors & Officers
Quick Start Guide for Directors, Officers & Managers This tutorial provides an overview of BoardSpace for directors, officers and managers. Managers...
Tue, 21 Jan, 2020 at 1:31 PM
How To Use BoardSpace
Super Admins   First Steps in Setting Up BoardSpace This tutorial will go over the basics of getting started using BoardSpace.   Learn about menus, c...
Tue, 21 Jan, 2020 at 12:17 PM