Content
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 authorization levels in Boardeaser, which you can read more about in this guide What authorization levels are there?
Padlocks on folders/files
Boardeaser has generated folders and files that have a padlock. The system locks them because they need to be in the current location to be downloaded to different locations. These folders/files cannot be moved or deleted.
Automatic storage
In addition to creating folders and uploading files yourself, Boardeaser automatically saves files and creates folder structures. This applies, for example, to meetings where files attached to agendas for meetings 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 on the icon with three dots (···) and then select the “Create Folder” option. If you want to create a subfolder, click into the folder in which the subfolder is to be created and follow the above instructions.
Create private folder
When creating folders, you can mark them "Private folders". You can read more about private folders in the Create and manage private folders guide.
Upload document/folder
Click the button "Upload document" and drag documents/folders into the marked box, or click "Select file" to choose locally on the computer.
It is also possible to add individual documents and folders directly by dragging them onto the Document Archive.
The guides How do I upload documents? and How do I upload a folder? provide more information on uploading documents.
Copy/duplicate files and folders
Click on the icon with three dots (···) and select either "Copy" or "Duplicate".
If you click duplicate, a copy of the file/folder ends below.
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 on the folder you want to paste the document/folder into and do the same.
Move files/folders
At the far left of each folder and file is an icon with six dots that you can press with the mouse and then drag and drop to other folders or back in the folder structure. If you drop the file or folder in the orientation above (e.g., "Documents Folder 1 Subfolder 1"), the file ends up one level in the hierarchy.
Export documents and folders
Mark the documents/folders you want to export by clicking on the box on the left. Then, click the "Manage selected documents and folders" button and select the "Export selected documents and folders" 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.