Articles on: Documents

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.

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.

Add document group and upload a document:

Log in as an admin user and navigate to the Committee's home page in left sidebar menu.
Select the correct committee.
Scroll down to the documents section, click the ellipses menu on the document group you want to upload to, and select + Create Document Group.
Fill in document group title and description.
Scroll down to, and click on, the Add a new document button.
Choose the correct document from your device. Note: Documents with distinct tiles helps eliminate confusion.
Click Save to make the upload.

Creating a document group and uploading documents to it:

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: 10/07/2023

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