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Getting Started

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Getting Started

Getting Started

1

Board Member: Getting Started Guide

Agendas & Minutes

2

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

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

1

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

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

2

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

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

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

1

How do I access multiple organizations with my BoardSite account?

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Members

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

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