BoardCloud Onboarding Guide

BoardCloud Quick Start Quide

Perform each step below in your logged in BoardCloud app. Click the More Info button related to each step if you need more detailed instructions.

1

Setup your first committee

  • Click Committees on the left nav.
  • When the committee page opens Click + New Committee
  • When the Add New Committee pop up opens, type a name like Test Committee into the Name filed and click Save
  • Watch video
2

Add committee members

  • The Test Committee needs members, so to add your first member, click on the Members pencil icon on the left
  • Click the Add button on the Assign Members pop up that appears
  • Select a member from the Member dropdown that opens below
  • Click Update
  • Close assign Members pop up
  • Watch video
3

Create your first meeting

  • Click the green + icon on the top right of the committee frame
  • Select and click New Meeting
  • You will land on the Create a New Meeting page
  • Enter a meeting title like Test Meeting
  • For our test meeting you can ignore the rest of the entry data
  • Click the Create button
  • Watch video
4

Craft your first agenda

  • You will land on the Meeting screen
  • The top Overview panel shows the pack cover, links and attendees
  • Look for the Agenda tab midway down you screen on the left
  • Click the Section button below the Agenda tab
  • A new row will open with the default text New Section
  • Overwrite this text with your Welcome or similar opening agenda title
  • Add as many new sections as you need
  • Watch video
5

Upload documents

  • Now let's upload some test documents
  • Select any section of your agenda, then click the three vertical dots (kebab) on the far right of your section title
  • Select Upload Documents, the second option on the Agenda Sections Options sub-menu
  • Browse for a suitable file to upload and click Open when you are ready
  • The file will be placed under the agenda section you selected
  • You can drag and drop sections or files as required
  • Add as many files as you require
6

Preview your board packet

  • Let's take a look at our work
  • Click on the board pack cover image in the top left of the screen; it's the picture under Overview - Details - Meeting Pack
  • The pack viewer will open, allowing you to navigate the pack
  • If you need to make changes, add sections or documents, close the Viewer
  • Then make your changes and open the pack to review it as many times as you need to
7

Publish & distribute your pack

  • Let's publish and distribute our pack
  • Click on the Meeting Control 'cogs' in the top right of the Meeting screen
  • Select Publish and then click Publish Meeting from Publish Control pop up
  • Then open Meeting Control again and;
  • Select and click on the second option, Notify Attendees
  • Select and check the checkbox with your name from the Attendee list
  • Click the button near the bottom Send Email Notification
  • Once the mail has been sent, navigate to your mail box
  • There should be a new email in your inbox, with the your name in the subject and Welcome to BoardCloud