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BoardSite Support

Getting Started

5
  • Board Member: Getting Started Guide
  • How do I edit the welcome email?
  • How do I stay updated with announcements?
  • How do I add a photo to my profile?
  • How do I add Two-Factor Authentication?

Meetings

7
  • How do I add documents to my meeting for members to review?
  • How do I add an agenda for my meeting?
  • How do I install the Zoom app?
  • How do I send a meeting reminder?
  • How do I create a recurring event?
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Agendas & Minutes

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

Votes

4
  • How do I create a vote?
  • How do I extend the voting deadline for a vote I already setup?
  • How do I send a reminder about an open vote?
  • How do I vote?

Committees

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

Documents

3
  • How do I add documents to my meeting for members to review?
  • How do I add an attachment to a discussion?
  • How can I use documents to stay organized?

Members

6
  • How do I restrict a member so they can only see committee content?
  • How do I add a member to a committee?
  • How do I send the welcome email?
  • How do I add new members?
  • How do I remove a member?
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Integrations

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

Login & Access

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

3
  • How do I mark a task complete?
  • How do I add a new task?
  • How can I manage my tasks?
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Organization

7
  • How do I edit the welcome email?
  • How do I create an email template?
  • How do I remove a member?
  • How can I manage email templates?
  • How do I add a new announcement?
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Discussions

6
  • How can I change the font in discussions?
  • How to edit an existing discussion category?
  • How do I view and respond to discussions?
  • How do I add a new discussion thread?
  • How do I create a discussion category?
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BoardSite Support

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