Using the BoardEffect app on an iPhone
After you install the BoardEffect iOS app , you can view and manage meeting materials on your iPhone.
-
To open the app, tap the BoardEffect icon on your device.
-
To sign in to your account, select your account name.
-
Your username displays on the Login page. Enter your case-sensitive password, and then select Login.
-
The BoardEffect home page displays with sections such as Welcome, My Upcoming Events, or News. Go to My 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.
-
To access the workrooms, Libraries, Directory, or Settings areas, select the menu icon on the top left. The Navigation Bar displays.
-
To go to a workroom, select the relevant Workroom on the Navigation Bar.
-
View your upcoming events and open meeting materials in the workroom. Go to the event card of the relevant event, and then select Resources to view a list of the available materials.
-
Select the Library tab
at the bottom to view a list of Meeting Books. -
To download a Meeting Book, select Download Book. You can now access the Meeting Book when using the app offline.
-
To view a Book that you previously downloaded, select View Book. The Meeting Book pages open on your device.
-
You can view annotations, such as your notes and comments. To view the list of annotations, select the book icon.
-
To add a new annotation, select the pencil icon.
-
To go to the Directory, select the menu icon, available at the top of every page. The Navigation Bar displays. Select Directory.
-
In the Directory, you can view a list of users. Select a user's name to open their profile.
-
To export a user's contact information into your contact list, select the export icon.
-
To change your personal settings, open the Navigation Bar by selecting the menu icon at the top of the page, and then select Site Settings
. -
To sign out of BoardEffect, select Sign Out.
