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Ideas Portal - BoardPro


Document improvements

Showing 41 of 358

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
over 6 years ago in Document improvements 27

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.
10 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

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

No description provided
7 months ago in Document improvements 0

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.
almost 2 years ago in Document improvements 0

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 ...
over 2 years 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