The Documents Page

Documents are simple way to stay organized in your BoardSpot portal. Governing documents is the home of the official documented information about the Organization. All board members should familiarize themselves with the organization's governing documents, and review them regularly. This article explains Governing Document access.

The Organization Docs (visible only to Board Members and Staff) is where you can store the organization's governing documents, grouped into folders. Org admins can add and name folders here, as well as pin important ones to the top of the list. Within each folder, admins can still create document groups and store individual documents within those groups.

The Board & Committee Docs section is filtered for the user and is a single place they can access all document groups/documents that pertain to their board/committee participation.

The Meeting Minutes folder is filtered for the user and is a single place they can find all meeting minutes that pertain to their board/committee participation.

The Search field is only visible to organization-wide admins and is a global document title search tool.

The Documents home page:

Updated on: 17/10/2025