Introduction
The "Documents" tab in the Boardroom contains documents the organization's users can access, depending on authorization. The documents can be sorted into folders and subfolders. To create a subfolder, click on the folder first, then on the icon with three dots (···) at the top right, and then "Create folder".
Upload documents
Click the "Upload documents" button.
It is possible to add individual documents and folders directly.
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, which file/folder 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 ".
Create folder
To create a folder, click on the icon with three dots (···) and then select the "Create Folder" option.
Export documents and folders
At the bottom left is the button "Export selected documents and folders" to download selected documents/folders (mark these first in the small box). To download all documents/folders, click "Select all" and then "Export selected documents and folders".
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.
There are buttons at the top right to create folders and upload documents. At the bottom left are buttons to download selected documents (mark them first in the small box) or download all documents. You can mark a document as read by clicking the button with a checkmark and share it by clicking the button with an arrow.
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 up in the hierarchy.
Attached documents
You can attach one or more files to each item when writing the agenda. You do this by clicking the "Add document" button under the item's description and following the instructions.
You can add multiple files to the same item by repeatedly clicking "Add document" and repeating the process.
The file or files you link to the agenda will be sent with when you send the summons (together with the agenda), and will also be shown on the minutes view.