Adding a document from Microsoft Word, Excel, or PowerPoint
The Diligent Boards – Upload Add-in is available for Microsoft 365 applications, such as Word, Excel, and PowerPoint. The Add-in provides an easy and secure way to add a document from Microsoft 365 into Boards Web Admin. This article explains how to install and use the Diligent Boards – Upload Add-in.
Note
The Diligent Boards – Upload Add-in is available for customers enrolled in Diligent's Board and Leadership Collaboration package. Contact your Customer Success Manager for assistance.
Install the Diligent Boards – Upload Add-in
To begin, install the Diligent Boards – Upload Add-in from the Office Store.
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Open a document using a Microsoft 365 application, such as Microsoft Word, Excel, or PowerPoint.
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Select Insert.
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Select Get Add-ins. The Office Store opens on your screen.
Note
Your organization can manage access to the Office Store, including the ability to install new Add-ins. If you see an error message about the Office Store, or if it is not available on your company managed device, we recommend contacting your IT department for assistance.
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To search for the Add-in, enter "Diligent Boards – Upload" in the Search field.
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Select Get it now to install the Diligent Boards – Upload Add-in.
Upload documents in Boards Web Admin
Use the Diligent Boards – Upload Add-in to insert a document from Microsoft 365 in Boards Web Admin.
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Open a document using a Microsoft 365 application, such as Microsoft Word, Excel, or PowerPoint.
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Select Home. After installing the Diligent Boards – Upload Add-in, it is visible in the Ribbon on top of your screen.
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Select Upload Document. A sign-in window appears.
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Select Sign in to sign in to your Diligent Boards account.
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Upon signing in, a list of committees appears. Select a committee name.
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Select a book. A list of the tabs and documents within the book appears.
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Select the Insert document here placeholder to add the document in the book.
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Select Upload to begin uploading the document. Once uploaded and converted, the document appears in Boards Web Admin.
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For additional book management options, select View in Web Admin. The Boards Web Admin application opens on a new tab in your browser.
