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Upload documents and folders
Upload documents and folders

Learn how to move or upload documents and folders to iDeals Board.

Alice avatar
Written by Alice
Updated over 10 months ago

Upload a document or folder

Administrators and secretaries can add folders and documents in any format by moving or uploading.

  1. Go to Documents and select the All tab.

  2. Drag the document or folder you want to upload to anywhere on the All tab.

  3. You can also select Upload then select Folder or Document to select the document or folder you want to upload. ​

  4. The progress is shown and you'll see a confirmation message once the upload is complete.

  5. Select the star to set any document or folder as a favorite. It will appear on the Starred tab.

If the upload fails, you'll see a message. Try and upload again.​

Once uploaded successfully, your folders and documents are available on the Documents tab and you can add them to the agenda of your meeting.

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