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Document improvements

Showing 42 of 358
146 VOTE

E-Signatures

Allow board chairs and board members to be able to add their signatures to Minutes and other documents within BoardPro.
over 4 years ago in Document improvements / Minutes 18 Planned

Risk Register

I love the Decision Register. Similar functionality for a Risk Register, a key governance function, would also be an excellent addition. I manually do this currently with a table like below: Risk Impact (Very Low, Low, Medium, ...
over 5 years ago in Document improvements 7

Customise the style and format of the board pack

Ability to customise the appearance of the board pack with options such as fonts, text size, accent colour, line spacing, etc
about 6 years ago in Document improvements 25

Renaming documents

It would be great if you could rename a document once it is uploaded. This feature is avaialble in another Board platform I've used previously and saved a lot of time
about 2 years ago in Document improvements 2

Chair only folder in the document repository

Having a folder in the repository where documents can be stored that only the Chair can view.
7 months ago in Document improvements 0

Register list for Trustee/Director Professional Development

Our Trustees have requested that they have a area where they are able to record their professional development (both individually and as a board as whole) to feed into and report on the Board Development Plan. The Trustees have requested that they...
over 1 year ago in Document improvements 1

Further restrictions for folder/document visibility

Having the 'Board Only' lock feature is helpful, but would it be possible to further refine this for eg Chair and Secretary only? For things like reference checks for new Board members etc. Please expand ability to control access beyond "Board Onl...
almost 4 years ago in Document improvements 5

Personal Folders for Board Members

Board Members can upload and store documents in their own folders within the Governance Repository. Can be personal documents or be able to download and store board packs with their annotations.
over 1 year ago in Document improvements 0

Correspondence Register - Inbound | Outbound

Trust Board members use a Correspondence Register to be informed on Governance related inbound and outbound correspondence received and sent. For Inbound there are three action categories - Review, Decision/Action, Agenda Item for Trustees to peru...
over 1 year ago in Document improvements 1

Export capability of documents

While yes you can download documents it would be great to have a better export capability, to make it easy to get all past minutes and documents in a single ZIP file rather than individually downloading them.
over 1 year ago in Document improvements 2