Add & Manage Board Attachments in Boards and Committees

This article will show you how to add, view, edit, and delete attachments for a board in the Boards and Committees module.

Important Note

Before you start, ensure that you have configured your dropdown options.

Add Board Attachments

1. Sign in to your solution if you have not already

2. Navigate to the User Menu, then select the Boards and Committees option:

   

3. Click the Boards tab:

   

4. Select the desired board:

   

5. Click the Documentation tab:

   

6. Click the Add Document button:

   

7. Fill in the Add Document fields:

   

   • File Name: Enter a name for your file

   • File Type: Select a file type from the drop-down list

     Note:

     The file types available will depend on how you have configured the dropdown options.

8. Click the Select File button and locate the desired file in your computer's File Explorer:

   

   Note:

   After selection, two new file options will appear: Change and Remove:

   

   • Change: Select a new file to replace the existing file

   • Remove: Delete the file from the system

9. Click the Save button to attach the document:

   

   Note:

   You can click the red X button to exit the Add Document dialog without saving your changes:

   

10. The file is attached and will now appear in the Documentation tab with new Edit and Action options:

    

    • Edit (blue pencil icon): Edit the file name or file type for your document, or select a new file to replace the existing attachment

    • Delete (red trashcan icon): Remove the attached document

    • View (green computer icon): View or download the attached document

11. Repeat steps 6 through 9 as many times as necessary

View Board Attachments

1. Sign in to your solution if you have not already

2. Navigate to the User Menu, then select the Boards and Committees option:

   

3. Click the Boards tab:

   

4. Select the board with the documents you wish to view:

   

5. Click the Documentation tab:

   

6. Click the View button (green computer icon) next to the document you wish to view:

   

7. The documentation will be downloaded to your device

8. Repeat step 6 as many times as necessary

Edit Board Attachments

1. Sign in to your solution if you have not already

2. Navigate to the User Menu, then select the Boards and Committees option:

   

3. Click the Boards tab:

   

4. Select the board with the documents you wish to edit:

   

5. Click the Documentation tab:

   

6. Click the Edit button (blue pencil icon) next to the document you wish to edit:

   

7. Update the Add Document fields, as desired:

   

   • File Name: Edit the name of your file

   • File Type: Update the file type

     Note:

     The file types available will depend on how you have configured the dropdown options.

8. Click the Change button to select a new file to replace the existing file, or click the Remove button to delete the file from the system, if desired:

   

9. Click the Save button:

   

   Note:

   You can click the red X button to exit the Add Document dialog without saving your changes:

   

10. The attachment has been edited

11. Repeat steps 6 through 9 as many times as necessary

Delete Board Attachments

1. Sign in to your solution if you have not already

2. Navigate to the User Menu, then select the Boards and Committees option:

   

3. Click the Boards tab:

   

4. Select the desired board:

   

5. Click the Documentation tab:

   

6. Click the Delete button (red trashcan icon) next to the document you wish to delete:

   

7. Click the OK button on the pop-up box that appears to confirm the deletion:

   

8. The attachment has been deleted

9. Repeat steps 6 and 7 as many times as necessary