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Document improvements

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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.
almost 2 years 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, High, Ver...
about 7 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
about 8 years ago in Document improvements 28

Add Reminders to Update Governance Documents

Be able to add a reminder to update a document in the Governance Repository that requires updating or a signature regularly.
6 months ago in Document improvements 0

Bulk Download of Documents

To be able to download documents in the Governance area or Meeting Documents in bulk instead of individually.
9 months ago in Document improvements 0

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 5 years ago in Document improvements 5

Use LLM to analyze and query a document

Have a functionality that would allow you to use the power of an LLM (or integration with something like Noebook LM) to ingest and query an entire board pack, documents, policies, etc.
3 months 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.
over 5 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...
over 3 years ago in Document improvements 1

Secure proposed documents can be edited by more than 1 member

Our committees would like to be able to collaborate in a secure and private space on documents prior to them being added to the agenda. This is where multiple suggestions and editing can happen only by committee members and a record kept of the su...
over 5 years ago in Document improvements 0