Agendas & Minutes
2
Documents
8
- How can I use documents to stay organized?
- How do I add an attachment to a discussion?
- How do I add documents to my meeting for members to review?
- How do I use the Documents Manager?
- How does document visibility and committee access work?
- How do I import files from cloud storage?
- How do I create and manage document folders?
- How do I archive, restore, or permanently delete a document?
Meetings
14
- How do I create a recurring event?
- How do I add an agenda for my meeting?
- How do I use the Zoom app with BoardSite?
- How do I send a meeting reminder?
- How do I schedule a new meeting?
- How do I install the Zoom app?
- How do I add documents to my meeting for members to review?
- How do I use the meeting workspace?
- How do I repeat a previous meeting?
- How do I record or upload a meeting and generate a transcript?
Members
8
- How do I restrict a member so they can only see committee content?
- How do I add a member to a committee?
- How can I view and edit members?
- How do I remove a member?
- How do I add new members?
- How do I send the welcome email?
- How do I send and manage private messages?
- How do I manage roles and permissions?
Organization
15
- How do I view Announcements?
- How do I stay updated with announcements?
- How do I add a new announcement?
- How can I manage email templates?
- How do I remove a member?
- How do I create an email template?
- How do I edit the welcome email?
- How do I Edit an Announcement?
- How do I Edit My Profile?
- How do I Manage Officers? Edit, Change, or Delete