1. Knowledge Base
  2. Board Portal by Governance360
  3. Setting up Documents and Policies on Governance360

How do I upload documents to a meeting on the Governance360 app?

This article summarises how an admin user can add documents to a specific meeting on the Boardsecure portal

Uploading documents to a meeting on BoardSecure:

Meetings can only be set-up and managed by a person with Administration rights to BoardSecure.  

 

If you are the Administrator, then this is how you add documents to a meeting that you've created on the BoardSecure portal.

  • Go to the Company homepage (for a shortcut to this page, click on the Companies tab at the top of the page once logged-in and then select the Company you wish to administer).
  • Navigate to the 'My meetings' tab.
  • Click on the Board meeting that you wish to add specfic documents to.
  • Navigate to the 'Upload' button and click.
  • From here, a panel will appear that prompts you to upload the relevant document and name it appropriately for the meeting.
  • Click 'save' and the document will be saved to the meeting for your next Board.