Share a Diligent Boards Book
Once enabled, it is possible to send documents directly from Diligent Boards to Diligent Entities.
Share a Book
To share a Book from within Diligent Boards to Diligent Entities:
- In Diligent Boards, navigate to and right-click the required Book.
A list of Book action options display.
- Select the Print Book option.
The Print Book dialogue screen displays.
Note
Use the Page Range section of the screen to only share a book from a specific tab.
- Select Export (located at in the bottom right-hand side of the screen).
- Select the Export PDF – Blueprint from the dropdown menu.
An Export to Blueprint dialogue box opens.
- Enter a filename for the document to be exported into the File name field.
- Select OK.
- A copy of the document is shared with Diligent Entities. To locate it, select the Data Library icon in the Global Banner.
- In the Type filter, select the Boards Meeting option and conduct a search to locate the document.
Alternatively, select the Working Documents icon in the Global Banner and in the Where From filter, select the All Documents option to conduct a search and locate the document.
