What are Reference Documents?
Reference Documents are files and folders that have been made available by your organization for ongoing access.
Depending on your organization's setup, Reference Documents may include:
Corporate policies
Governance documents
Meeting Minutes
Historical Board Books
Audit reports
Committee materials
Directors Guide
Other supporting documentation
Reference Documents remain available until they are updated or removed by your Administrator.
How do I access Reference Documents?
To access Reference Documents:
Open the Main Menu.
Select Reference.
Reference Documents are organized into sections and folders.
Depending on your organization's configuration, available sections may include:
Corporate Info
Director's Guide
General Board
Collaboration
All Files
To view a different section:
Tap the desired section at the top of the screen.
The available folders and documents will update based on the selected section.
How do I open a Reference folder?
Reference folders are displayed within the selected section.
To open a folder:
Navigate to the appropriate section.
Tap the folder you wish to view.
The contents of the folder will be displayed.
How do I open a Reference Document?
To open a document:
Open the appropriate folder.
Locate the desired document.
Tap the document to open it.
The document will open in the document viewer.
How are reference documents organized?
Reference documents are organized into categories to help you locate information more easily.
You may see sections such as:
Corporate Information
Directors’ Guide
General Board Information
Within each section, documents are stored in folders and subfolders.
What information is displayed for a Reference Document?
Reference Documents may display additional information including:
Document name
Last modified date
File size
Download status
This information can help you identify the correct document before opening it.
Can I annotate Reference Documents?
Yes.
Reference Documents support the same annotation tools available throughout BoardWorks, including:
Draw
Highlight
Note
Annotations are associated with your BoardWorks account and will synchronize across your supported BoardWorks devices when using the same BoardWorks account.
What can I do with reference documents?
When a document is open, you can:
Review the content directly on your iPad
Navigate between pages
Add annotations if needed
Share annotations
Can I share notes from a Reference Document?
Yes.
Note annotations can be shared with other users who have access to the same Reference Document.
To share a note annotation:
Open the Reference Document.
Open the Annotations view.
Locate the note annotation you wish to share.
Tap the Share option.
Choose one of the available sharing options:
Private
Share with all meeting attendees
Share with individuals
Users must have access to the Reference Document before they can receive a shared annotation.
Note: Changes made to a shared note, including updates or deletion, are automatically reflected for all recipients.
Are my annotations visible to other users?
Annotations are private by default and are only visible to the user who created them.
The exception is Note annotations, which can be shared with other users who have access to the same Reference Document.
Depending on your sharing preferences, Note annotations can be:
Private
Shared with all meeting attendees
Shared with specific individuals
Drawings and highlights remain private and cannot be shared.
What you can do next
After accessing Reference Documents, you can:
Review organizational resources
Access historical meeting materials
Search for important information
Create annotations
Share note annotations with other attendees
Return to Meetings & Events and continue preparing for your next meeting