Upload documents and folders

Good to know when uploading:

• Upload permissions: By default, only users with the Administrator role can upload documents and folders to the document archive. However, in private folders – or if a user with lower permissions has been granted edit permissions for a specific folder – those users can also manage the folder as well as upload and delete folders and documents within it.
• Preserved folder structure: When you upload a root folder via drag-and-drop, Boardeaser automatically preserves your entire local hierarchy, including all subfolders and files.
• System folders with padlocks: Both users and the system can create folders. Folders marked with a padlock are generated by Boardeaser and cannot be deleted or moved.
• E-signing: If your organization has the e-signing add-on, you can request e-signatures directly on uploaded PDF files (does not apply to files inside private folders).

Table of contents

• Go to the right location in the document archive
• Method 1: Drag and drop files or folders directly
• Method 2: Upload via the "Upload documents" button
• Video guide: Upload a folder with subfolders
• Migrate a folder structure from another system
• Manage permissions on uploaded folders

Go to the right location in the document archive

1. Click Documents > All documents in the left menu.
2. Navigate into the folder where you want to place the files or folders. (If you want to create a new parent folder first, click the three dots icon (···) and select Create Folder, name the folder, and confirm.)

Method 1: Drag and drop files or folders directly

You can transfer both individual documents and entire folder structures by dragging and dropping them directly into the document archive's file area:

1. Select the files or the root folder you want to upload on your computer.
2. Drag and drop them directly into the current view in the document archive.
3. The upload starts automatically and the files/folders are placed directly inside the folder you are currently viewing. (If you need to stop the process, click Cancel.)

Method 2: Upload via the "Upload documents" button

If you want to review and optionally add more files to the list before starting the transfer, use the upload button:

1. Click the Upload documents button in the upper right corner.

2. Drag and drop your files or folder into the designated upload field. (Note: If you click Select file in the dialog box, you can only select individual files, not entire folders.)

3. A list of all files and subfolders within the folder will be displayed. Add more items if needed, then click Upload to begin the import. Once the upload is complete, click Close.

Video guide: Upload a folder with subfolders

Watch this video tutorial on how to upload a folder with subfolders:

Migrate a folder structure from another system

If you are migrating your entire document archive from a previous board portal or storage system, we recommend the following workflow:

1. Export all folders and files from your previous system to your computer.
2. If the export downloads as a compressed .zip file, you must first extract (unzip) it locally on your computer.
3. Next, upload the entire extracted folder structure at once by dragging and dropping the root folder into Boardeaser's document archive as described in Method 1 above.

Manage permissions on uploaded folders

Want to customize who has access to the uploaded folder and its contents? Learn more in our guide on Private folders and folder permissions in the document archive.