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Uploading Additional Documents in Cephai

Uploading Additional Documents in Cephai

Add supporting documents to a board packet after it's created, such as an updated contract or an additional report. Uploading new documents keeps the board packet current without requiring you to manually rewrite the executive summary and agenda.

You can upload additional documents in these formats: .pdf, .doc, .docx, .xls, .xlsx, .ppt, .pptx, .rtf, .jpg, .jpeg, .png.

Follow these steps to upload additional documents:

  1. Drag the file to the board packet page or click to browse your file explorer for it.

  2. Click Regenerate for Cephai to update the executive summary and agenda using the new documents.

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