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Ideas Portal - BoardPro


Document improvements

Showing 41 of 349

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 month 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
8 months 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.
9 months 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...
10 months 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.
11 months 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.
11 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...
about 1 year 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 1 year ago in Document improvements 0

Change text in documents when uploaded

to save time renaming the document
about 1 year ago in Document improvements 0

Universal search terms

The ability to search through attachments when using the search function in the Meeting Documents section. Currently you have the ability to search for a keyword in a title but to have a broader search would be beneficial.
over 1 year ago in Document improvements 0