Content
- Introduction
- Create folder
- Upload document/folder
- Share documents
- Move documents/folders
- Export documents/folders
- Storage capacity
Introduction
If you click "Documents" and "All documents" in the left menu inside the Boardroom, you will find all the documents that the organization's users have access to, depending on authorization.
The documents can be sorted into folders and subfolders. To enter a folder or open a file, click on the name of the file/folder.
There are different roles in Boardeaser, which you can read more about in this guide Standard roles
Padlocks on folders/files
Boardeaser has generated folders and files with a padlock icon. The system locks them because they must be in the current location to be downloaded to other locations. These folders/files cannot be moved or deleted.
Automatic storage
In addition to allowing you to create folders and upload files yourself, Boardeaser automatically saves files and creates folder structures. This applies, for example, to meetings where files are attached to meeting agendas and minutes are in their folder structure. Documents uploaded in Compliance are also automatically stored in the Corporate Formalities folder.
Create folder
The documents can be sorted into folders and subfolders. To create a folder, click the “Create Folder” button. If you want to create a subfolder, open the folder where you want to create it and follow the instructions above.
Create a private folder
When creating folders, you can mark them "Private folders". You can read more about private folders in the Create private folders guide.
Upload document/folder
Click the "Upload document" button, then drag documents/folders into the marked box, or click "Select file" to choose a file from your computer.
It is also possible to add individual documents and folders directly by dragging them onto the Document Archive.
The guides "Upload documents" and "Upload a folder" provide more information on uploading documents.
Share files
It is possible to share one by clicking the three-dotted icon (···) and selecting "Share file". You then choose which people should receive an email with a link to the selected documents.
To see who has historically been assigned to a document by clicking the three-dotted icon (···) and selecting "Share file". From this view, click Sharing history to see a list of names and invitation dates.
Copy/duplicate files and folders
Click the icon with three dots (···), then select either "Copy" or "Duplicate".
If you click duplicate, a copy of the file/folder appears below.
If you want to copy or duplicate more than one object, select the objects and click Copy or Duplicate at the top.
If you click copy, the file/folder that has been copied is visualized, and you can copy the file/folder by clicking "Paste [name]." Alternatively, click the icon with three dots (···) and select the option "Paste." If you want to paste the files into a subfolder, click the folder you want to paste them into, then paste them there.
Move files/folders
To move documents/folders, select the items you want to move. Then, click the "Manage selected documents and folders" button and select the "Move selected documents and folders" option.
You can then click into the folder you want to move the selected document/folder to, and then click Move.
To navigate back in the folder structure, click the highlighted breadcrumb (path) below.
Export documents and folders
Mark the documents/folders you want to export by clicking on the box on the left, and then click the Export option. The selected documents/folders will be exported to a zip file.
If you want to export the entire document archive, click the "Select all" button and follow the instructions above.
Storage capacity
Each organization has 20GB of storage capacity at Boardeaser. If you need more space, you can easily expand it by contacting sales@boardeaser.com.
To see how much storage space is being used, click Documents > All documents in the left menu. Under all folders and documents, the storage capacity is shown.