Governing Documents
Governing documents are important for every nonprofit. Keeping these documents accessible and up to date is painless with BoardSpot.
||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.
Click the + Create button at the top right of the screen, and select Document Group.
Write a title and description of this group of documents into the open text fields.
Click the Add a new document button, and select the documents you'd like to upload from your computer. Multiple documents can be uploaded at once. To select multiple documents on your computer, ctrl+click (⌘+click on a mac) the files. Note: Supported document types include pdfs, spreadsheets, images, or typed documents.
Repeat step 4 as many times as needed to add multiple documents to the group.
Click Save to create the document group.
Log in as an Organization Admin.
Navigate to the document page, click the ellipses beside the appropriate document group, and choose Edit.
Click Add a new document button, and select the documents you'd like to upload from your computer. Multiple documents can be uploaded at the same time. To select multiple documents on your computer, ctrl+click (⌘+click on a mac) the files. Note: Supported document types include pdfs, spreadsheets, images, or typed documents.
Repeat step 3 as many times as needed to add multiple documents to the document group.
Click Save to finish added the document to the document group.
Log in as an Organization Admin.
Navigate to the document page, click the ellipses beside the appropriate document group, and choose Remove.
Click the Remove button. 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.
Log in as an Organization Admin.
Navigate to the document page, click the ellipses beside the appropriate document group, and choose Edit.
Update the document group as needed.
Click Save to complete the update.
Log in as an Organization Admin.
Navigate to the document page, click the ellipses, and choose Edit in the group where the document currently resides.
Download the document to your device.
Remove the document from this group.
Click Save.
Navigate to the document group you wish to place this document in, click the ellipses, and choose Edit.
Click Add a new document button, and select the correct document from your computer.
Click Save to complete the update.
Here is a list of governing documents that every board member needs!
||Organization Admins have permission to manage the Documents. Contact your organization's administrator(s) for assistance with this task.
Creating/Adding a document group:
Log in as an Organization Admin.
Click the + Create button at the top right of the screen, and select Document Group.
Write a title and description of this group of documents into the open text fields.
Click the Add a new document button, and select the documents you'd like to upload from your computer. Multiple documents can be uploaded at once. To select multiple documents on your computer, ctrl+click (⌘+click on a mac) the files. Note: Supported document types include pdfs, spreadsheets, images, or typed documents.
Repeat step 4 as many times as needed to add multiple documents to the group.
Click Save to create the document group.
Adding a document to an existing document group:
Log in as an Organization Admin.
Navigate to the document page, click the ellipses beside the appropriate document group, and choose Edit.
Click Add a new document button, and select the documents you'd like to upload from your computer. Multiple documents can be uploaded at the same time. To select multiple documents on your computer, ctrl+click (⌘+click on a mac) the files. Note: Supported document types include pdfs, spreadsheets, images, or typed documents.
Repeat step 3 as many times as needed to add multiple documents to the document group.
Click Save to finish added the document to the document group.
Removing/Archiving a document group:
Log in as an Organization Admin.
Navigate to the document page, click the ellipses beside the appropriate document group, and choose Remove.
Click the Remove button. 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.
Updating a document group:
Log in as an Organization Admin.
Navigate to the document page, click the ellipses beside the appropriate document group, and choose Edit.
Update the document group as needed.
Click Save to complete the update.
Moving documents between document groups:
Log in as an Organization Admin.
Navigate to the document page, click the ellipses, and choose Edit in the group where the document currently resides.
Download the document to your device.
Remove the document from this group.
Click Save.
Navigate to the document group you wish to place this document in, click the ellipses, and choose Edit.
Click Add a new document button, and select the correct document from your computer.
Click Save to complete the update.
Here is a list of governing documents that every board member needs!
Updated on: 25/05/2023
Thank you!