Working with Boards in InVision V7

InVision Boards provide a flexible space to tell stories, share files, and collaborate with team members throughout the entire design process. Some examples of how you can use Boards include:

• Collaborating on a mood board
• Sharing your brand assets
• Curating photo galleries

You can upload most non-system file types to a board, allowing you to easily share files commonly used among your team. Viewers of a board can both comment on items and download source files.

If you are uploading font files and you want to view examples of the font on your board, we recommend using a TTF file type.

Guided video tour

To get more familiar with Boards, we recommend taking a guided video tour, led by one of our experienced InVision product experts:

Creating a new board

To create a board in InVision V7:

1. Sign in to your InVision V7 account.
2. Near the top-right corner, click + Create and choose Board.

   If your Documents page is filtered to show only a specific document type, you will see a contextual + Create [document type] button—e.g. + Create Board, or + Create Prototype. To filter by a different document type, click the dropdown at the top of the page.

   

3. Name your board and click Create.

Adding a photo header

To add a photo header to your board:

1. Scroll to the top of your board and click the header icon ().
2. Click the file icon ().
   
   If this is your first time uploading a header image, skip to the next step.
3. Upload an image via drag and drop or browse. Images must not exceed 10MB per file.
4. Click and drag your image, adjusting placement as wanted.
5. To blur your image, click the Blur icon () and adjust the setting with the slider.
6. To darken or lighten your image, click the overlay icon () and adjust the setting with the slider.
7. To change the size of your photo header, click the size icon () and select a size.
8. To save your changes, click the right-hand checkmark button or simply click outside of the header area.

Setting a layout style

To set a board's layout, navigate to the top right of the board and click the layout icon (). Choose your preferred layout:

• Masonry: This collage format displays item thumbnails at their original proportions.
• Meticulous: This balanced format crops item thumbnails to fit in regular columns with a relaxed approach to rows.
• Grid: This structured format crops item thumbnails to fit them to regular columns and rows.

Adding items to a board

Uploading files to a board

To upload items to a board in InVision V7:

1. Open your board and hover over any section.
2. To the right of the section, click the + icon, and then click the upload icon ().
3. Choose the file you want to upload 
   
   The size limit for an individual file is 10MB.

Once the file uploaded, it will appear as a tile on the board. You can move the tile anywhere you choose.

You can also drag and drop files directly from your computer onto the board.

What file types are supported?

Boards support uploads for any file type, with thumbnail previews or useful icons to help quickly identify files commonly used by design teams.

• Graphics: PNGs, JPGs, GIFs, etc.
  
  Images must not exceed 10MB (megabytes) per file.
• Source Files: Photoshop, AI, Sketch
• Font Files: OTF, TTF, etc. (Please ensure that your license allows for posting any font files. Also, you'll need to use a TTF file if you would like to be able to view examples of your font from within the board.)
• Color Swatches: By HEX values
• PDFs
• Text Documents: DOC, DOCX, etc.
• Spreadsheet Documents: XLS, XLSX, etc.
• Presentation Documents: PPT, PPTX, etc.
• Audio Files: MP3, etc.
• Video Files: AVI, MOV, etc.
• Code Files: HTML, CSS, JS, etc.
• ZIP Files
• All other non-system file types

Adding a color swatch

To add a color swatch to your board:

1. Hover over a section title and, to the right, click the + button.
2. Click the eyedropper icon ().
3. Type in the HEX value of the color you want to add and press Enter.
4. Press Enter again, and fields will appear where you can name the color, give a description, or add comments.

To add a color swatch pulled from a board image:

1. Click the image on your board.
2. In the comment area, hover over the bar of colors.
3. Click the + icon on the color you want to add.

The color swatch should now appear on your board, and you can rearrange it as needed.

Adding a note

To add a note to your board:

1. Hover over a section title and, to the right, click the + button.
2. Click the file icon ().
3. Enter a note title and body text. You can edit the body text using the formatting options at the top right of the main window.

The note should now appear on your board, and you can rearrange it as needed.

Creating and organizing sections

To create a new section on your board:

1. Place your cursor either above or below an existing section and click the + button that appears.
2. Enter an optional title and description.
3. Hover over the new section and, to the far right, click the up and down arrows to move the section to a new position on the board.

Resizing items

To resize any item on your board, hover over a tile and, in the top right, click the Set item size icon (). Choose a width of 1 to 4 columns.

Selecting multiple items

There are 2 ways to select multiple items at once on a board.

• Beginning on the board's white space, click and drag to create a selection box around any tiles.
• Hold Shift or Command (Ctrl for Windows) and click the chosen tiles.

A drawer will appear at the bottom of the screen showing the number of items selected. Here you can perform bulk actions like changing the tile size, moving to a new section, or deleting.

Adding and removing people

Inviting collaborators to a board

To invite specific people to a board:

1. Open a document and, at the top right, click Share.
2. Click the Members & Guests tab.
3. In the To: field, enter the name of a person. To add someone who isn't yet a member of your team, enter their email address.

   It's not currently possible to add user groups to a board.

4. To the right of the person's name or email address, click the dropdown and select Can edit or Can review.
5. Click Invite.

Removing collaborators

To remove a collaborator from your board:

1. Open the board and, at the top right of the page, click the Share button.
2. Next to the collaborator's name, click the dropdown and select Remove.

When you remove collaborators from a board (or remove them completely from an account), their comments remain on the board.

Using document links

Document links are the main working URLs for boards, freehands, specs, and prototypes.

To get a document link:

1. Open a board and, at the top right, click Share.
2. Click the Members & Guests tab.
3. To the right of Copy link, click Settings.
4. On the Manage sharing settings page, select an option for Who can open this document? and What can they do?
   

   To learn more about document link settings, check out this article: InVision V7: What settings are available for document links?
   
   To learn more about the global team sharing settings that determine which roles can manage access via document links, read this article: Configuring InVision V7 team sharing settings

5. Click Save.
6. Back in the share dialog, click Copy Link. You can now share that document link as needed.

Using public share links

Public share links make it easy to share your board with a broader audience that's not part of your team. If you are on an Enterprise plan, you can also password protect public links.

Getting a public share link

To get the public share link for a board:

1. Open the document and, at the top right, click Share.
2. In the share dialog, click the Public tab.
3. Click Update public link settings, make any changes to your settings, and then click Done.
   Password protection is exclusively available for InVision V7 Enterprise teams. To learn more about public link settings, check out this article: Configuring public share link settings for InVision V7 boards
4. Back in the share dialog, Copy the public link URL. You can now share that public link with anyone you choose.

Board share link settings

To learn more about public link settings, check out this article: Configuring public share link settings for InVision V7 boards

Commenting on a board

To add a comment to a board:

1. Open an image file on the board.
2. In the right-hand comment field, type your message. 
3. To tag another collaborator, type "@" and then the person's name or email address.
   
   If they are not already a collaborator on the board, typing "+" and then their email address will send them an invite to join.
4. To annotate your comment, click the annotation icon (), and then click a point on the image you want the comment associated with.
5. When finished, click Post Comment.