Books

Administrators streamline the creation and management of board materials efficiently via books. This section explains how to perform the following key functions:

  • Book creation and management Create, copy, and delete books, and also manage the life cycle of books, including publishing, archiving, and restoring them.

  • Bulk upload Upload multiple files into a book at once. This includes configuring how the book's tab structure is presented and organized, based on the folder structure.

  • Tab management Create and manage the tab structure within books, ensuring they can be configured and reordered as needed.

  • Resource Center integration Link books to the Resource Center and add reference materials that can be used across multiple meetings.

  • Documentation management Perform document management tasks such as approving documents, adding to the agenda, and sharing links to books and documents.

  • Integration with Office 365 Upload documents directly to a book from Word, Excel, and PowerPoint via an Office 365 add-in, thereby enhancing efficiency by reducing the need for tool switching.