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Ideas Portal - BoardPro

Document improvements

Showing 41 of 372

Edit document names in Governance Documents

It would be helpful to be able to edit filenames in Governance Documents, after they have been uploaded. At present we can change folder names, but not filenames.
9 months ago in Document improvements 0

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, ...
about 6 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
almost 7 years ago in Document improvements 28

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...
over 4 years ago in Document improvements 5

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 2 years ago in Document improvements 1

Chair only folder in the document repository

Having a folder in the repository where documents can be stored that only the Chair can view.
over 1 year ago in Document improvements 0

Ability to sort the order of Governance document folders other than by A-Z

Would like to rank folders by relevance i.e An archive folder at bottom of selection, and a Review Required at the top. Ability to move folders ( similar to re-ordering actions & decisions when drafting minutes) would be ideal.
about 4 years ago in Document improvements 2

Option to download all files in a folder (or multi-select download)

Rather than downloading all files individually, it would be great to have an option to download all files in the folder (or mult-select them). The downloading of these mutliple files could be via a single zip file (generated server-side) for insta...
about 5 years ago in Document improvements 1

Confidential Watermark option on all pages

Hi, is there any chance you can add the option of putting a watermark on all pages when finalised? Prior to using Boardpro we compiled board papers in Adobe Pro which gave us the option to insert a watermark ('Confidential') on all pages. Example ...
about 3 years ago in Document improvements 0

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.
about 2 years ago in Document improvements 2