Computershare

Documents Overview

Managing Documents

Learn how administrators can manage document folders in BoardWorks, including creating subfolders, editing access, archiving folders, and deleting folders and their contents.

Managing Document Folders

Learn how administrators can use the Collaboration Workspace in BoardWorks to collaborate on documents, manage access, and prepare materials for meetings.

Collaboration Workspace

Learn how to create and manage Signature Requests in BoardWorks

Signature Requests

Learn about file name restrictions in BoardWorks, including unsupported characters, naming rules, and requirements for uploading files and folders.

File Name Restrictions

Learn how to manage documents in the reference section

Documents Management

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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