Using the BoardEffect app on an iPhone

After you install the BoardEffect iOS app , you can view and manage meeting materials on your iPhone.

1. To open the app, tap the BoardEffect icon on your device.

2. To sign in to your account, select your account name.

3. Your username displays on the Login page. Enter your case-sensitive password, and then select Login.

4. The BoardEffect home page displays with sections such as Welcome, My Upcoming Events, or News. Go to Upcoming events to view a list of future events on your calendar. To export an event to an external calendar, such as Google or Outlook, select Export to calendar.

5. To access the workrooms, libraries, directories, or settings, select the Menu icon on the top left. The navigation menu displays.

6. To go to a workroom, select the relevant workroom on the navigation menu.

7. View your upcoming events and open meeting materials in the workroom. Go to the event card of the relevant event and select Resources to view a list of the available materials.

8. Select the Library tab at the bottom to view a list of Meeting Books.

9. To download a Meeting Book, select Download book. You can now access the Meeting Book when using the app offline.

10. To view a book that you previously downloaded, select View book. The Meeting Book pages open on your device.

11. You can view annotations, such as your notes and comments. To view the list of annotations, select the Book icon.

12. To add a new annotation, select the Pencil icon.

13. To go to the Directory, select the Menu icon, available at the top of every page. The Navigation Bar displays. Select Directory.

14. In the Directory, you can view a list of users. Select a user name to open their profile.

15. To export a user's contact information into your contact list, select the Export icon.

16. To change your personal settings, open the navigation menu by selecting the Menu icon at the top of the page and select Site Settings.

17. To sign out of BoardEffect, select Sign out.