Committee Documents
Committee documents are simple to organize and locate in BoardSpot. Committee documents is the place to house the official information for this committee. All board members should familiarize themselves with the documents for any committees they are a member of. This article will explain how to create document groups and upload documents there.
Organization Admins and Committee Admins can upload a document to a committee. Contact your organization's administrator(s) for assistance with this task.
Any person who is a participant in that committee.
All Staff and Board Members.
All Organization Admins.
The admins of that committee.
Navigate to the committee page and select the Documents tab.
Click + Create Document Group button at the top right.
Write a title and description for this group of documents, into the open text fields. Document groups are ordered alphabetically from top left to bottom right.
You can either select Save to create this empty document group, and be directed back to the Documents page. Alternately, you can click the Add a new document button while creating the document group and select one or more documents you'd like to upload from your computer. Click Save to capture the changes.
Note: You can reorder the document groups by changing the names or adding a number to the beginning of the name. Multiple documents can be uploaded at once from your computer by highlighting the first file, then push the shift on your keyboard and click on the last file. This will select all of the files between the first and last to be uploaded. Supported document types include pdfs, spreadsheets, images, any word documents.
Navigate to Documents tab within the committee.
Click the ellipses beside the appropriate document group, and choose Edit.
Scroll down and click the Add a new document button, then select the documents you'd like to upload from your computer.
Optionally, you can type in a custom title for the document(s) by clicking on "Customize file title..." and typing the desired name.
Click Save to capture the changes.
Note: you can re-order documents within a document group by grabbing the six vertical dots symbol next to the document name, and drag/drop them in the order preferred.
Supported document types include: pdf, txt, jpg, jpeg, png, pptx, ppt, doc, docx, xlsx, and xls.
Click on a document to view or download the document to your device.
The documents housed within a committee should be items that are applicable to only that committee and/or any meetings of that committee. Documents belonging to a private committee will be accessible to only that committee's participants.
Organization Admins and Committee Admins can upload a document to a committee. Contact your organization's administrator(s) for assistance with this task.
A committee's documents are visible to:
Any person who is a participant in that committee.
All Staff and Board Members.
All Organization Admins.
The admins of that committee.
Adding a document group and uploading documents:
Navigate to the committee page and select the Documents tab.
Click + Create Document Group button at the top right.
Write a title and description for this group of documents, into the open text fields. Document groups are ordered alphabetically from top left to bottom right.
You can either select Save to create this empty document group, and be directed back to the Documents page. Alternately, you can click the Add a new document button while creating the document group and select one or more documents you'd like to upload from your computer. Click Save to capture the changes.
Note: You can reorder the document groups by changing the names or adding a number to the beginning of the name. Multiple documents can be uploaded at once from your computer by highlighting the first file, then push the shift on your keyboard and click on the last file. This will select all of the files between the first and last to be uploaded. Supported document types include pdfs, spreadsheets, images, any word documents.
Creating a document group:
Adding a document to an existing document group:
Navigate to Documents tab within the committee.
Click the ellipses beside the appropriate document group, and choose Edit.
Scroll down and click the Add a new document button, then select the documents you'd like to upload from your computer.
Optionally, you can type in a custom title for the document(s) by clicking on "Customize file title..." and typing the desired name.
Click Save to capture the changes.
Note: you can re-order documents within a document group by grabbing the six vertical dots symbol next to the document name, and drag/drop them in the order preferred.
Adding a document to an existing document group:
Supported document types include: pdf, txt, jpg, jpeg, png, pptx, ppt, doc, docx, xlsx, and xls.
Click on a document to view or download the document to your device.
The documents housed within a committee should be items that are applicable to only that committee and/or any meetings of that committee. Documents belonging to a private committee will be accessible to only that committee's participants.
Updated on: 13/03/2025
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