Committee Documents
All board members should familiarize themselves with the documents for any committees they are member of. Committee documents are simple to upload in BoardSpot. Click on a document to view or download the document to your device.*
Organization Admins and Committee Admins can upload a document to a committee. Contact your organization's administrator(s) for assistance with this task.
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.
Supported document types include: pdf, txt, jpg, jpeg, png, pptx, ppt, doc, docx, xlsx, and xls.
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.
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.
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.
Supported document types include: pdf, txt, jpg, jpeg, png, pptx, ppt, doc, docx, xlsx, and xls.
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.
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: 25/05/2023
Thank you!