For Portal Administrators

• Disabling Document Dowloads

  BoardSpot allows the Organization to disable downloading of specific types of documents. this article explains the details. Disabling downloads requires the Professional or Enterprise Plans and is a setting that requires Organization-wide Admin permission. Disabling Document Downloads To Disable Document Downloads: As an Org-wide admin, navigate to Settingson the sidebar meFew readers

• Document Search

  The BoardSpot portal allows administrators to search every document within the portal by title, and reveals where the document is located. This article explains how to use this feature. Document searching requires Org-wide Administrative permissions. For help with this feature please contact your organization's administrator. Document Searching How to search for a Document: As an org-wideFew readers

• Adding & Removing Documents

  **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. Documents contained within a Committee is the place to house information that applies to that committee alone. All board members should familiarize themselves with the organization's governing documents regulaPopular

For Portal Members

• 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 and subfolPopular

• Document Viewing

  ** Viewing Documents in BoardSpot is easy both inside the portal and in another browser tab. This article explains the document viewer functionality.** BoardSpot's document viewer is used for Governing Documents, Committee Documents, all documents attached to Meetings, all documents attached to Agendas, all documents attached to Minutes, and Meeting Packets. The document viewer works for all types of dFew readers

• How to Print a Document

  As long as the Org Admins have allowed it, members can download and print documents from the portal. How to Print a Document Open and Print a Document: Click the title of the document to open it in the sidebar Click the menu icon in the top-left corner Select the Print option from the dropdown Note: there is an option that administrators can use that prevents documents from being downloaded or printed, so if this option is selected, you won't be able to print the document.Few readers

• Using eSignatures

  ** BoardSpot's eSignatures feature is a robust tool that allows your organization to request signatures on documents, and store those signed documents for easy access. ** NOTE: eSignatures is not well supported on tablets or phones. Signors should use desktops or laptops to sign documents. Organization Admins can manage documents with electronic signatures. Contact your organization's administratFew readers