Adding documents to a book
This topic describes how to upload documents to the book. You can add a single document or multiple files to book tabs at any time — either as you build a tab or once the entire book structure is complete. You can also upload documents directly from Google Drive.
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To add documents to a tab using drag & drop, select and hold the files from your device desktop or file picker, and then drag them to the desired location (like an empty tab or between two existing documents). A solid-line indicator will appear around the location where the documents will be uploaded once you release them.
The following file types are supported:
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Microsoft Word: .doc, .dot, .docx, .docm, .dotx, .dotm, .rtf
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Microsoft Excel: .xls, .xlt, .xlsx, .xlsm, .xltx, .xltm, .xlsb
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Microsoft PowerPoint: .ppt, .pot, .pps, .pptx, .pptm, .potx, .potm, .ppsx, .ppsm
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Adobe PDF documents: .pdf
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Google Workspace: Google docs, Google sheets, Google slides
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Common image formats: .gif, .jpg, .jpeg, .jpe, .png, .bmp, .tif, .tiff
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Other document types: .xps, .html, .htm, .txt, .log
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To add documents directly from Google Drive, select Upload documents from Google Drive. Alternatively, select Add Google Drive documents in the Document menu.
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Choose an account that you want to connect to.
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When first connecting your accounts, a message appears that "Diligent Boards wants access to your Google Account". Select Continue.
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In the select a file window, select the files that you want to upload and confirm your selection using the Select button.
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To manually add documents to a tab, select Upload documents for that tab. Alternatively, in the Document menu, select Add new documents.
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A selection window will open, from which you can select one or multiple files to add.
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After selecting the files, the Upload documents window will appear. The documents will be added to the tab in the order that they appear on the Content tab.
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To reorder the documents, select and hold anywhere in the document's row, and then drag the document to its new position, which will be indicated by an outline. Release the document to move it here.
Note
For more information about reordering documents within a tab, see Reordering documents.
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To remove a document, select the Delete icon.
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To upload more documents, select one of the available upload options.
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To view more options, select the Options tab.
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If you upload one or more spreadsheets, you can choose whether to include all worksheets or only the active ones. By default, the Include all worksheets from spreadsheets option is disabled, so only the active sheets from each document will upload. To upload every worksheet from every document, select it.
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Select Mark as new to publicize the documents as new to the book’s readers, and to make the change appear in the book’s update history.
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If you select Mark as new, you can add a description in the Optional comment field. This field also appears in the update history of the book.
Note
The "New Material" label and comment will appear in the update history when directors sign in to Diligent Boards on their phone or tablet and sync updates to the book.
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Select Confirm to begin uploading documents to the tab.
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Once uploaded and converted, your documents will appear within the tab. Documents must be approved before they will appear in the book.
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To add a blank document placeholder to a tab, select the Document menu, and then select Add placeholder. This option is useful if you are building a book while waiting for some documents to be finalized.
