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Document improvements

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Hyperlink a document in the Governance Documents to an external source.

It is great to link a document in the Governance area to a meeting, but it would be nice to add that link (with special permissions to view it) to a document outside of BoardPro.
about 1 year ago in Document improvements 0

Make documents searchable by Presenter

In the Meeting Documents section, it would be helpful if we could search for meeting documents by the presenter's name as well, as, in some cases, the presenter is usually the composer of the paper.
about 1 year ago in Document improvements 0

Option to exclude some files from the Board Pack

Have an option to exclude some files being built into the single board pack, but rather become links instead. This can be for documents which are to remain in their native format Or supplementary documents that are optional (or exceptionally large)
almost 8 years ago in Document improvements 0

Able to annotate documents other than Board Pack

The annotation/private notes function in the board pack is excellent. Still, it would be helpful to be able to annotate documents in the Governance Documents or Between Meeting Reports/Flying Minutes.
about 1 year ago in Document improvements 0

Ability to Drag Folders containing files rather than having to open the Folder and upload the information or files. Particularly when setting up a new Sub-Committee with historical documentation or using BoardPro for the first time, where historical information is required to be uploaded. Also the type of files media files, videos, etc currently unable to upload.

Time saving
over 3 years ago in Document improvements 0

Shorter minutes

Formatting of reports ie. Agenda and minutes Potentially could there be a standard and compact version, with the compact having mover and seconder, approved on the same line... Tighter margins etc
over 7 years ago in Document improvements 1 Will not implement

Linking back to previous papers

It would be helpful in a report to be able to hyperlink back to previous papers all within BoardPro.
almost 4 years ago in Document improvements 0

Change text in documents when uploaded

to save time renaming the document
about 4 years ago in Document improvements 0

Add Checkboxes and Text options to Signatures on Documents

Often, we have forms that require the board member to check a box and/or be able to add additional or required text. It would be helpful if the Document signing feature added these options as well.
over 1 year ago in Document improvements 0

That the use of icons in minutes is optional

No description provided
about 8 years ago in Document improvements 0