Introduction
On the "Documents" tab in the Boardroom, there are documents that the organization's users have access to, 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".
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 own folder structure. Documents uploaded in Compliance are also automatically stored in the Corporate Formailities 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 there 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 the document by pressing the button with an arrow on it.
Move files/folders
At the far left of each folder and file there is a symbol with six dots that you can press with the mouse and then drag and drop the file or folder to other folders or back in the folder structure. If you drop the file or folder in the orientation above (eg "Documents > Folder 1 > Subfolder 1"), the file ends up one level up in the hierarchy.
Attached documents
When writing the agenda, you can attach one or more files to each item on the agenda. You do this by clicking on the "Add document" button under the item's description and then following the instructions.
You can add multiple files to the same point by clicking "Add document" again and repeating the process.
The file or files that 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.