Adding a document from Microsoft Word, Excel, or PowerPoint

The Diligent Boards – Upload add-in is available for Microsoft 365 applications, such as Word, Excel, and PowerPoint. The Add-in provides an easy and secure way to add a document from Microsoft 365 into Boards Web Admin. This topic explains how to install and use the Diligent Boards – Upload add-in.

Install the Diligent Boards – Upload Add-in

To begin, install the Diligent Boards – Upload add-in from the Office Store.

1. Open a document using a Microsoft 365 application, such as Microsoft Word, Excel, or PowerPoint.

2. Select Insert.

3. Select Get Add-ins. The Office Store opens on your screen.

   Note

   Your organization can manage access to the Office Store, including the ability to install new add-ins. If you see an error message about the Office Store, or if it is not available on your company managed device, we recommend contacting your IT department for assistance.

4. To search for the add-in, enter Diligent Boards – Upload in the Search field.

5. Select Get it now to install the add-in.

   

Upload documents in Boards Web Admin

Use the Diligent Boards – Upload add-in to insert a document from Microsoft 365 in Boards Web Admin.

1. Open a document using a Microsoft 365 application, such as Microsoft Word, Excel, or PowerPoint.

2. Select Home. After installing the Diligent Boards – Upload add-in, it is visible in the ribbon on top of your screen.

3. Select Upload Document. A sign-in window appears.

   

4. Select Sign in to sign in to your account.

5. Upon signing in, a list of committees appears. Select a committee name.

6. Select a book. A list of the tabs and documents within the book appears.

7. Select the Insert document here placeholder to add the document in the book.

8. Select Upload to begin uploading the document. Once uploaded and converted, the document appears in Boards Web Admin.

   

9. For additional book management options, select View in Web Admin.