iDeals Board

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

Upload documents and folders

Folders help you organize your documents. Find out how to create folders and sub-folders.

You can rename any document or folder you have access to

Learn how to view information about a document and amend view and download permissions.

Learn how to move a document to a different folder

Set frequently used documents and folders as favorites so you can find them easily

You can download a folder or a document in any format

You can delete a document or folder you no longer need

You can annotate documents in a number of ways. Find out how.

Use the format toolbar to e-sign a document in the board book

You can get a link to any document or folder and paste it anywhere

Learn how to configure folder access in the product

Upload, manage, move, and share documents

Find answers and get help from Intercom Support and Community Experts

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