This article summarises how to add organisational documents to the BoardSecure portal.
Uploading documents to your organisation on BoardSecure:
Your organisation's documents 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 your organisation 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 'Documents' tab.
- Click 'Upload'.
- From here, a panel will appear that prompts you to upload the relevant document and name it appropriately.
- Click 'Save' for the document to be logged in this section of the portal.
- Any documentation that appears in this section of the portal WILL be visible to everybody invited to that Board.