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How to link to Governance Documents - new UI

Sharing Governance Documents using "Copy Link"

Rajit Theodore avatar
Written by Rajit Theodore
Updated over a week ago

When viewing any document under Governance Documents, you can select Copy Link at the top-right to copy the URL and send it to others. If they are a person with permission to view the document, this link will take them directly to the document.

Links to Governance Documents or folders are also helpful when you refer board members to a document without publishing it in full to a Board Pack or Report.

You also copy the link to a folder or a Board Only Folder

You can also copy the link to a document without opening it.

You can then paste the link where needed, e.g. into the Description field of an Agenda item or your minutes.

For a tidier look, you can also use the link tool to add your link to text in your Agenda or minutes. Select your text and use the Link button.
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