---
title: How do I add documents to my meeting for members to review?
description: "Add general meeting files from the meeting's **Documents** tab. If a file supports one agenda item, you can attach it directly to that agenda heading instead. > **Before you begin:** You need access to the meeting and permission to manage…"
url: "https://boardsite.com/support/how-do-i-add-documents-to-my-meeting-for-members-to-review/"
updated: "2026-08-28"
category: Documents
---

# How do I add documents to my meeting for members to review?

Add general meeting files from the meeting's **Documents** tab. If a file supports one agenda item, you can attach it directly to that agenda heading instead.

> **Before you begin:** You need access to the meeting and permission to manage its documents. Members can only see files allowed by the meeting, committee, folder, and document permissions.

## Add general meeting documents

1. Open **Meetings** and select the meeting.
2. Select the **Documents** tab.
3. Select **Add Documents**.
4. Choose one or both options:
   - Select **Select from Document Library** to link an existing BoardSite document.
   - Drag files into the upload area to upload new documents.
5. Review the **Selected Documents** list.
6. Select **Save Documents**.

![Add Meeting Documents dialog with Document Library and upload options](/wp-content/uploads/2026/08/meeting-add-documents-desktop-1440.jpg)
Link existing library documents, upload new files, or use both options.

## Manage attached documents

The Documents tab identifies where each file is attached and provides the actions available to you:

- **Quick View** opens the document in BoardSite.
- **Download** downloads the file when permitted.
- **Include in packet exports** controls whether the file is eligible for the board packet.
- **Remove** detaches the file from the meeting. It does not necessarily delete the underlying library document.

## Attach a document to an agenda item

1. Open the meeting's **Agenda** tab.
2. Add a heading or edit an existing heading.
3. Under **Documents**, select a file from the Document Library or upload a new file.
4. Save the agenda item.

> **Board packet:** If the meeting already has a generated packet, BoardSite warns when agenda, minutes, or documents have changed. Regenerate the packet when the published materials change.

## Troubleshooting

- If **Add Documents** is missing, ask an administrator to review your meeting-document permissions.
- If a library document is missing, verify its folder and committee visibility.
- If a member cannot open a file, confirm that the member can access both the meeting and the document.
- If a packet is stale, review the included-file checkboxes and regenerate it.

## Related articles

- [How do I add an agenda for my meeting?](/support/how-do-i-add-an-agenda-for-my-meeting/)
- [How do I schedule a new meeting?](/support/how-do-i-schedule-a-new-meeting/)
- [How do I record the minutes for a meeting?](/support/how-do-i-record-the-minutes-for-a-meeting/)