Admin QuickStart Guide

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6 Easy StepsThe Boardbooks Workflow.

This guide has been created to help new Boardbooks administrators prepare materials

or their boards. Creating a Diligent Boardbook is easy once you understand the basic

workow. The process consists o six simple steps outlined in this guide. In the ollowing

pages well go into detail or each individual step.


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The Boardbooks Workflow

1. Launch the Boardbooks

application and login.

2. When the Home Pageappears, right-click under

Current Books.

3. SelectCreate Book rom

Scratchrom the menu.

4. Select a Start and End date

or the board meeting.

5. Enter a title or the book.

6. ClickOK.

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It is easiest to create a Boardbook when you have an outline to work rom. We recommend

using the agenda or the upcoming meeting or this purpose. The agenda will contain all the

inormation you will need to get the book put together in the correct order. Once you have

the agenda and know which documents are associated with it, you can create the shell o

your Boardbook.


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www.boardbooks.com

7. ClickAdd Tab At End. The

Create Tab dialog will appear.

8. Name the tab. Typically, the frsttab in a Boardbook will contain

the meeting agenda and thereore

should be named Agenda. Other

tabs should be named something

meaningul to the directors review-

ing it and reect the board book

they currently receive.

9. ClickAppend Documentto adda document slot to this tab. This

creates a placeholder to upload a

document into. In this case, you

are creating a spot to upload your

agenda Word document into. I

desired, you may add multiple

placeholders in a single tab.

10.(Optional)

Label the document

slot. Although it is not required,

labeling the document slot can

help prevent conusion when

working with a large collection

o documents.

11. ClickOK.

12. Your book now has one tab in it,entitledAgenda.

Repeat steps 7 through 11 as many

times as necessary to add a new tab

or each item on your agenda and a

document slot or each document.

(Step 1. continued)

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A new window will open displaying the book you

just created. At this point the book is empty, not

having any content.


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2.

With the shell o the Boardbook com-

pleted and documents collected, you

are ready to add content.

1. Drag and drop a docu-

ment into the documentslot you have created

or it.

2. (Optional)I you are uploading an Excel document

with more than one sheet, select theConvert all

sheets in spreadsheetoption.

3. ClickUpload (No Preview).

Repeat steps 1 through 3 until all documents have

been uploaded. I any documents ail to upload, make

sure they are not password-protected, or check fle

size. Files larger than 10-12 MB should be split, or

converted to a PDF.

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The next step is to collect all the documents needed or the book. To help keep track o

which documents go where, you may want to print a copy o your agenda and write the

names o documents next to their agenda items. I a document to be included in the book

is not available yet, note where it belongs on your printed agenda. When collecting the

documents many o our clients create a older on their computer or a networked hard drive

and save everything there. Having all the documents in one spot makes adding them to

your book a simple process. Note: Boardbooks accepts Microsot Ofce (Word, Excel,

& PowerPoint) and Adobe PDF documents.


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www.boardbooks.com

When you are fnished uploading documents, the next step is to check and then approve

those documents.

1. Beore a document can be

viewed by a director it must

be approved. Unapproved

(hidden) documents are

indicated by document slot

names in red. Document

names in black are approved,and are visible to directors.

2. Click theApprovebutton

located next to one o your

uploaded documents.

3. Check the documents to make

sure it uploaded correctly.

4. Click theApprove Finalmenu.

5. SelectThis Document.

6. Close the window.

Repeat steps 2 through 6 until

all documents are approved.

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4. Approve the Book


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Linking your agenda makes it easier or directors/trustees to navigate around the book.

While viewing the agenda, clicking on a linked item instantly takes users to the reerenced

part o the book.

5. Link Book Agenda

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1. Click the Approve button on

your Agenda tab.

2. Using your mouse, drag and

select the text you want linked.

3. Click Create QuickLink.

The QuickLink Editor window will

now appear.

4. Drill down through the book and

click on the specifc document

you want to link to.

5. Click Create Link.

Repeat steps 2 through 5 until

you have created all necessary

links on your agenda.


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www.boardbooks.com

You are now finished creating

the Boardbook!It is ready or your directors to view. For urther inormation on the administrative

eatures o Boardbooks please consult your Admin Manual.

6. Make Book Viewable

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Next You will set the book to

Current, or live status so it is

viewable to directors.

7. Click Hidden underneath

Book Status.

8. Select Current (Viewable on

Directors site).

9. Click OK.


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Print Any Necessary

Paper Copies

Boardbooks makes producing printed copies o your book easy. To print a copy:

1. Right-click on the book you

would like to print.

2. Click Print Book.

3. Select your printer.

4. Select Print Book.

5. Select the Page Setup tab.

6. (Optional) Select Flip on Long

Edge to print double-sided.

7. Click Print. The print process

will begin.

Note: Printing a Boardbook will

take longer than typical print

jobs on your computer.

Admin QuickStart Guide

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