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Getting Started

Getting Started

1
  • Board Member: Getting Started Guide
Agendas & Minutes

Agendas & Minutes

2
  • How do I record the minutes for a meeting?
  • How do I add an agenda for my meeting?
Committees

Committees

3
  • How do I add a member to a committee?
  • How do I restrict a member so they can only see committee content?
  • How do I setup a committee within my board?
Documents

Documents

1
  • How do I add documents to my meeting for members to review?
Meetings

Meetings

4
  • How do I use the Zoom app with BoardSite?
  • How do I install the Zoom app?
  • How do I add an agenda for my meeting?
  • How do I add documents to my meeting for members to review?
Members

Members

2
  • How do I add a member to a committee?
  • How do I restrict a member so they can only see committee content?
Votes

Votes

3
  • How do I send a reminder about an open vote?
  • How do I extend the voting deadline for a vote I already setup?
  • How do I create a vote?
Integrations

Integrations

3
  • How do I use the Zoom app with BoardSite?
  • How do I install the Zoom app?
  • How do I uninstall the Zoom app?
Login & Access

Login & Access

1
  • How do I access multiple organizations with my BoardSite account?
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Documents

  • How do I add documents to my meeting for members to review?
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