Governing Documents
Governing documents are important for every nonprofit. Keeping these documents accessible and up to date is painless with BoardSpot. It is important to use the Governing Documents page to house information that is for the entire Organization & has a lifespan beyond a single meeting or committee. All board members should familiarize themselves with the organization's governing documents regularly. Click on a document to view or download the document to your device. This article illustrates how to manage document groups and documents.
Governing Documents is available in ALL BoardSpot plans.
Organization Admins have permission to manage the Documents. Contact your organization's administrator(s) for assistance with this task.
Log in as an Organization Admin.
Navigate to Documents on the sidebar menu. 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.
Log in as an Organization Admin.
Navigate to Documents on the sidebar menu.
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 in Documents should be items that are applicable to the organization as a whole. Documents belonging to a committee or a meeting should be housed there.
Log in as an Organization Admin.
Navigate to Documents on the sidebar menu.
Click the ellipses beside the appropriate document group, and choose Remove then confirm the removal. Note: Deleting a document group from an organization will place the document group in the trash. It can be restored from there, via the Trash link in the sidebar menu, under Settings.
Log in as an Organization Admin.
Navigate to Documents on the sidebar menu.
Scroll down to the document list and click the Remove button next to the specific document you wish to remove, then confirm the removal. Note: Deleting a document from an organization will place the document in the trash. It can be restored from there, via the Trash link in the sidebar menu, under Settings.
Log in as an Organization Admin.
Navigate to Documents on the sidebar menu.
Locate the specific document and right click on the document's title. Select "Download Linked File". This will download the appropriate document to your computer/device.
Remove the document from the document group where it currently resides (see instructions above).
Navigate to the document group where you want to place this document and add the document (see instructions above).
Here is a list of governing documents that every board member needs!
Questions? Chat with us
Governing Documents is available in ALL BoardSpot plans.
Organization Admins have permission to manage the Documents. Contact your organization's administrator(s) for assistance with this task.
Adding Document Groups and Documents
Adding a document group and uploading documents:
Log in as an Organization Admin.
Navigate to Documents on the sidebar menu. 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:
Log in as an Organization Admin.
Navigate to Documents on the sidebar menu.
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 in Documents should be items that are applicable to the organization as a whole. Documents belonging to a committee or a meeting should be housed there.
Removing Document Groups and Documents
Removing/Deleting a document group:
Log in as an Organization Admin.
Navigate to Documents on the sidebar menu.
Click the ellipses beside the appropriate document group, and choose Remove then confirm the removal. Note: Deleting a document group from an organization will place the document group in the trash. It can be restored from there, via the Trash link in the sidebar menu, under Settings.
Removing/Deleting a specific document:
Log in as an Organization Admin.
Navigate to Documents on the sidebar menu.
Scroll down to the document list and click the Remove button next to the specific document you wish to remove, then confirm the removal. Note: Deleting a document from an organization will place the document in the trash. It can be restored from there, via the Trash link in the sidebar menu, under Settings.
Moving Documents
Moving documents between document groups:
Log in as an Organization Admin.
Navigate to Documents on the sidebar menu.
Locate the specific document and right click on the document's title. Select "Download Linked File". This will download the appropriate document to your computer/device.
Remove the document from the document group where it currently resides (see instructions above).
Navigate to the document group where you want to place this document and add the document (see instructions above).
Here is a list of governing documents that every board member needs!
Questions? Chat with us
Updated on: 25/07/2024
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