Skip to main content

Documents 🗂️

Your source of truth for all board papers.

Updated over a month ago

The Documents area is where you upload, organize, review, and secure the files that power your meetings. Tutaki tags documents for time and type, links each file to meetings and agenda items, and applies analysis to help you prep faster without losing context.

Note: All documents you upload are searchable and become part of the queryable context. We normally recommend uploading at least 3-months of board papers.

Supported file types & best practices

  • Supported types: PDF, DOCX and XLSX/CSV.

  • Size limits: 20MB per document

  • Document limits: 100 documents per company

  • Naming convention: YYYY-MM Document Category for example 2025-05 Board Paper - keeps search and analysis fast.

What you can do here

  • Upload board packs and supporting files

  • Manage documents

  • Analyze one of many documents

  • Review & annotate with insights and anchored notes

Upload documents

Manage documents

  • Filters & search: Filter by board, meeting, file type, tag, or date; search full text.

  • Delete: You can permanently delete documents by clicking the three dots to the right of each file.

  • Replace: To replace a document you first need to delete the old version and reupload the new version.

Analyze documents

Each document you upload becomes part of the searchable context. You can select one or many documents to:

  1. Read: open and read the document

  2. Summarize: get a short synthesis of the document

  3. Get insights: get 3-key insights from the document

  4. Ask questions: get 3 questions that a director might ask about the document(s)

  5. Inconsistency: analyze key differences across documents

  6. Completeness: understand whether anything is missing from the document(s)

Review & annotate documents

Open any file from Documents (or from a meeting’s Documents section) to launch the reader. When the reader is open any Janet conversations you have will be with that specific document. This ensures the most accurate data querying.

Select text to highlight or click Add note to type an inline note. Notes are anchored to exact pages and can be promoted to Actions, Questions or Decisions, or sent to your Prep sheet for the meeting.

For more information on taking notes and analyzing papers, read our Board Papers article.

Up next

Next, learn all about the Notebook - the one stop shop for all your thinking.

Did this answer your question?