Uploading Documents & Linking to Meetings

Uploading Documents & Linking to Meetings

You can upload documents from the Meetings page or from the Documents page.

Where to Start

Option A — From Meetings: Go to Meetings, then click Attachments.

Meetings icon
Attachments tab
or

Option B — From Documents: Click the Documents icon on the left-hand navigation, then click the Upload button in the top-right.

Documents icon
Upload button
Upload Steps
Upload document dialog overview
1
Add Files

Click Choose. Your computer's file manager opens — select the documents you want to upload, then click Open. Each document appears under Document Name.

File picker with documents selected
2
Add Tags

Click Select All to tag all uploaded documents at once, or select them individually. Click Add Tag(s) — a popup shows your available tags. Click the tags you want to apply, then click Add Selected Tag(s) to confirm.

Tag selection step showing tag popup
3
Link to a Meeting (optional)

Linking a document to a meeting adds it to that meeting's agenda and attachments list.

Link to meeting step
4
Finalize

Review your uploads — you can remove tags or linked meetings here, or go back to add more tags before finishing.

Finalize step showing document summary
Viewing Documents in a Meeting

If you linked a document to a meeting, navigate to that meeting:

Meetings icon
Meeting page showing attached documents on the left side

To see the documents attached to a meeting, click:

Attachments button on meeting page

Documents are listed on the left-hand side. Recording Secretaries can drag documents onto agenda items to organize them.

Meeting attachments panel with documents organized by agenda item
Document Actions

Each document in the list has two action icons:

Preview icon
Preview — opens the document in a new browser tab
Download icon
Download — saves the document to your computer
Recording Secretary Options
Recording Secretaries only
  • Remove from agenda item — click the
    Remove from agenda icon
     icon. The document is unlinked from that item but stays in BoardSpace. You can then drag it to a different agenda item.
  • Remove from meeting — click the × on the right-hand side of the document name in the Meeting Attachments list. This removes it from the meeting but does not delete it from BoardSpace.
  • Reorder within an agenda item — use the
    Reorder arrows icon
     arrows to change the order.
💡
If a document doesn't appear in the meeting attachments list, upload it again using the steps above.
Updated Ju024