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...
In the Meeting Documents section, it would be helpful if we could search for meeting documents by the presenter's name as well, as, in some cases, the presenter is usually the composer of the paper.
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...
The annotation/private notes function in the board pack is excellent. Still, it would be helpful to be able to annotate documents in the Governance Documents or Between Meeting Reports/Flying Minutes.
This is essentially metadata for the document that would also be searchable. This provides context to the document that would be visible without downloading a number of documents to find the one you want. Also useful for auditing purposes for vers...
Easily move a document from the Agenda to the Governance Documents section
when a key document is brought before the board for discussion and approval, there are some key documents that you would want to be able to "move to" a governance documents folder.
0