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Ideas Portal - BoardPro

Document improvements

Showing 42 of 363

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

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 ...
about 3 years 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.
about 4 years ago in Document improvements 2

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

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

No description provided
12 months ago in Document improvements 0

Email notice when new governance documents are uploaded

It would be great if board members get notifications whendocuments get uploaded into BoardPro
about 7 years ago in Document improvements 1

Easily capture correspondence

Comment from Board Secretary: As a school we receive a lot of correspondence via email, usually with a pdf attachment (MOE newsletters etc). If we could just forward these emails to boardpro, it would save so much time. At the moment I need to pri...
over 2 years ago in Document improvements 0

Add links to Governance Repository

We use Google Drive a lot and it would be nice to be able to have a place in the Governance Repository where we can include links to those documents.
almost 3 years ago in Document improvements 0

Selectively prevent documents from being downloaded or printed

At present we can make a 'global' setting so no documents can be downloaded and/or printed. It would be helpful to be able to have a document setting to so that documents could be selectively marked as Not Downloadable or Printable.
almost 3 years 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