DOCUMENT MANAGEMENT USER GUIDE

The documents section is working like a file manager.

Every files that are coming from the meeting minutes (main PDF and attachments) called the “Board pack” are stored in the documents section.

Files are stored only when the meeting minutes is in a ‘Closed’ status.

However, access to documents is different depending on your role:

  • Account manager can add new documents to the documents section in the ‘Global’ folders.
  • Member can see the documents but can’t upload their documents.