Introduction
Welcome to BoardOnTrack's March release notes. This article introduces the addition of committee documents, the support of linking to external documents from the documents tab, and the ability to add files directly to the Board Documents folder. The features described in this article will automatically appear in your BoardOnTrack app once released.
These are the new features available in this release:
- Committee documents
- Links to external documents in your documents tab
- Add files directly to your Board documents folder
Committee Documents
The screenshot below shows what your Documents tab will look like with the enhancements. There are both Board and Committee folders, along with your Public Portal and Meeting Archives folders.
When you select the Committee Documents folder, all of your listed Committees will appear (as they do in the screenshot below).
Committee document files, folders and links that are added to a folder are available when you click into that committee's folder (below) or from that Committee's dashboard.
From the Committees tab, select the committee dashboard you'd like to enter, then you're able to access any Committee Documents in the Documents card (below).
You can select the Documents link, from the Committee Dashboard, you can view, download or manage new or existing files, documents and links for that specific committee.
Links to External Sources
In this release, we have added the ability to link external sources into your Documents tab. This enhancement allows you to more easily find, manage and update information while accessing it all in one place - your BoardOnTrack platform. This will make it easier for those creating or updating documents in Google Docs, One Drive, or some other source, to make them available to your team.
To link your external document or an external source, enter any Board, Committee or Public Portal folder select the blue New button and select Link (below).
When you select Link, you will add the URL and presentation title of what you'd like to add to the that document folder (below).
Anything added to the Documents tab via the link feature will have a link icon next to it. When you select the linked source, you will be brought to that URL in a new tab.
Add Files, Folders or Links Directly to the Board Documents Folder.
In this release, we have added the ability to add Files, Folders or Links directly to the Board Documents folder. In the past, only Folders could be added to the Board Documents folder. This enhancement allows your team to more easily and accurately organize your Board Documents, according to your needs.
Have Questions?
We would love to hear from you if you still have questions. Reach out to your governance coach, use the chat function, or email membersuccess@boardontrack.com. We will be happy to show you around the new tools!
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