Upload & Organize Documents

I'mBoard's document library keeps all your board materials in one place — from cap tables to board resolutions.

Add a Document

1. Go to Documents in the sidebar

2. Click New Document

3. Choose how to add content:

   • Upload a file — PDF, Word, Excel, or other file types
   • Add an external link — Paste a URL to a Google Drive file, Dropbox link, or any HTTPS URL

4. Fill in the document details:

   • Title (required) — A descriptive name for the document
   • Document type (optional) — Categorize the document (see types below)
   • Linked meetings (optional) — Associate the document with specific board meetings

Document Types

Categorize documents to keep your library organized. Available types include:

• Certificate of Incorporation
• Board Meeting Minutes
• Shareholders Agreement
• Cap Table
• Financial Statements
• Board Resolutions
• Term Sheet
• Investment Agreement
• And 30+ more corporate document templates

Track Document Status

Documents move through a lifecycle that reflects their review stage:

1. Management Drafts — Initial internal version
2. Internally Reviewed — Reviewed by the management team
3. Externally Reviewed — Reviewed by external parties (legal, auditors)
4. Published — Final version shared with the board
5. Updated Post-Meeting — Revised after board discussion

Version History

Each document can have multiple versions:

1. Open the document detail page
2. Click Add Version to upload an updated file
3. Add an optional update note describing what changed

All previous versions remain accessible. You can download any version at any time.

Search Your Documents

Use the search bar in the Documents section to find documents by:

• Title keywords — Fuzzy matching finds close matches
• Content — Full-text search across document contents
• Document type — Filter by category

Results are scoped to the current board.