Create a New Document Inside a Meeting
Create a New Document On-The-Fly
When building an agenda, there is sometimes a requirement to create a new document from scratch.
There are several cases where a quick, 'throwaway' document is useful - here are just a few examples:
- An agenda item that needs a quick introductory paragraph, using wording that’s been emailed to you
- You need to create an agenda item from a link to a web page that has been Slacked or messaged to you
In both these cases, the outcome can be accomplished in two steps:
- Open MS-Word, create a new document, paste the text contents in the new document and then save the file somewhere on your hard drive
- Then open your board portal at the meeting and upload the document you have just created into the appropriate place in the agenda
The process above wastes time and resources - once created, the document lingers on your hard drive indefinitely, unless you take extra steps to find and delete it.
BoardCloud New Document Feature
A new document can be originated directly from the meeting agenda, the content can be pasted in and the file saved against the agenda. This accomplishes the process described above in a single step AND there are no extra documents to create to clog up your laptop.
It is easy to do!
- Select the New Document option from the agenda section menu.
- A new empty document will open, looking similar to a new MS-Word document.
- Open the place where the required text is
- Select and copy the required text
- Navigate back to the new document in BoardCloud
- Past the text into the new document
- Close the editor
That’s it.
Your new document will appear in the agenda where you wanted it.
You can then rename or title the document according to your requirements.
