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PINNED 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.

Document improvements

Showing 42 of 366

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.
5 months ago in Document improvements 0

Provide the ability to select and move bulk files from one folder to another

No description provided
10 months ago in Document improvements 0

Chair only folder in the document repository

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

Allow copying of subfolders in Governance Docs

It would be convenient if we were able to copy folders under Governance Docs instead of having to go through the entire process of creating a whole new folder. I find I have a couple of folders that contain the same subfolders.
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...
almost 2 years ago in Document improvements 1

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 2 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.
almost 2 years ago in Document improvements 2

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...
almost 2 years ago in Document improvements 1

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.
about 2 years ago in Document improvements 0