Documents

The Documents area is where your board papers, reports, strategic plans, meeting minutes, and agendas are stored. Click Documents from the left menu to access them.

Finding Documents

Navigate the folder structure on the Documents page to find what you need. You can also use the Filter files and folders search box to search by keyword or file name.

Naming Conventions

Work with your board to establish naming standards for documents. For example, naming a file "Strategic Plan 2025-2027_Approved" makes it easy to find later using the search filter.

Folder Access

The Documents area is permissioned — you will only see the folders and files your Admin has granted you access to.

• Files at the top level of Documents (not inside a folder) are accessible to all portal members
• Files inside folders are only accessible if you have been granted access to that folder
• The Meetings Archive folder is automatically managed — you will see meeting folders for meetings you have been invited to

Can't Access a Document?

If you cannot access a file or folder, contact your Admin to check that you have been granted access to the relevant folder. Even if you have a direct link to a file, you will not be able to access it unless you have permission on the folder it is in.

Downloading Documents

Your portal Admin may have disabled document downloads. If the download option is not available, contact your Admin.

1. Tick the checkbox next to the file(s) you want to download — this activates the Download button.
2. Click Download and confirm.

• A single file or up to 5 files will download immediately.
• For larger selections or entire folders, a zip file will be generated and a download link emailed to you.

Creating Folders and Uploading Files

You can create folders and upload files within the Documents area.

Creating a folder:

1. Navigate to where you want the new folder.
2. Click Create Folder and give it a name.

Uploading a file:

1. Navigate to the folder where you want to upload.
2. Click the Upload File button at the top of the page.
3. Browse your device or drag and drop files into the upload area.

Managing Your Own Files and Folders

You can manage files and folders that you have created:

• Edit the name of your files or folders
• Set access permissions on folders you created
• Replace files you uploaded with an updated version
• Delete files or folders you created
• Move files and folders you created (cut and paste)

Admin-Only Actions

Some actions are restricted to Admins, such as reordering files and folders, and managing access on folders created by others.