Boards Web Admin

Administrators can use this web-based application to collect and publish all board materials and manage the workflow of multiple board stakeholders.

Getting started

Overview of Boards Web Admin

Getting started with Boards Web Admin

Finding your site name

Signing in to Boards

Create a book

Creating a new book

Building the book structure

Add an agenda

Linking to books and other resources

Manage a book

Managing document visibility

Sending notifications

Managing tabs

Managing current books

Site management

Setting site properties

Creating new users

Managing committees

Managing user committees and roles

Workflows and integrations

Adding a document from Microsoft Word, Excel, or PowerPoint

Requesting signatures in DocuSign

Sending files to Data Room

Linking a book to Microsoft Teams

Document library

Best practices for document setup

Adding documents in the Resource Center

Creating and editing folders

Managing document access

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