BoardWorks Documents has two distinct sections
References
Collaboration
Both make use of BoardWorks’ document repository and are used to securely store files that are accessible to users who are granted access to content within the folders and subfolders.
The Documents section uses a traditional folder structure to organize files for easy access. Folders can be sorted as needed. From this area, you can create and send Signature Requests directly within BoardWorks or send documents for signature using the DocuSign integration (requires an active DocuSign account). For more information, please see Signature Requests.
The collaboration section provides a single space that will contain all your documents for easy management.
Please note: When documents are uploaded to the reference section, the documents will remain in their native format. This differs from uploading a document to meetings or events which automatically converts all files to PDF format.
Document Screen
The Document screen has three tabs along the top:
Corporate Information
Directors Guide
General Board Information
These tabs allow you to organize and manage documents and reference materials for directors as needed.
Each tab functions in the same way. You can:
Store documents using a folder/subfolder structure
Manage access and permissions to individual folders
Create Signature Requests on documents stored within any folder
Please note: The Administrator may navigate through the different pages, by clicking on the title for that specific page.
Creating a Folder
To store documents in BoardWorks, you must first create a folder.
From the top‑right corner of the Documents screen, select New Folder.
Folder details
On the New Folder screen, you can review where the folder will be created and enter a folder name.
Next, choose how access to the folder will be managed:
Group Access
Individual Access
For more information about Group Access, see the Glossary.
Please note: Note: You can assign Group Access for one committee and Individual Access for members of another committee or officer groups.
Notifications
You can choose to send an alert when the folder is created. If selected, an email notification will be sent to the users who are granted access to the folder.
If an alert is sent, recipients will receive an email notification like the one shown below.
Saving the folder
Select Save to create the folder, or Cancel to discard your changes.
Adding a Document to a Folder
After creating a folder, select ADD FILE.
Browse for individual files or select multiple files from your computer or OneDrive, or drag and drop one or more files from Windows Explorer or Finder into the window. Select Upload to upload the documents to the folder.
For more information about adding or uploading documents, see Documents Management
Deleting Documents
Open the folder that contains the document or documents you want to delete.
To delete one or more documents, select Delete next to the document(s) you want to remove.
A confirmation message will appear. Select Save to confirm and complete the deletion.
