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How to add boardroom documents?
How to add boardroom documents?

Guide on uploading documents in to the boardroom.

Reetta Pellikka avatar
Written by Reetta Pellikka
Updated over a week ago

The boardroom is an additional feature that must be activated from settings first.

  1. Navigate to settings > tools

  2. Click open boardroom menu

  3. Click "Activate Boardroom"

After a refresh, the boardroom will appear in the lefthand side navigation.

Adding boardroom documents

You can add documents to the boardroom easily while you are there. The boardroom documents are only located in the boardroom. The latest documents will be in the top right corner for easy access.

NB! AS a company admin, you will need to have also the "board member" role to access the boardroom and upload documents.

How to add documents:

  1. Click the pen icon to add documents

  2. Select the correct folder you want to upload the documents to. You can have multiple folders in the boardroom.

  3. Click the upload documents symbol and either browse or drag and drop your document.

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