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Document improvements

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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 4 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 4 years ago in Document improvements 0

Hi there. I'd love a page break abilty, this allowing each Section to start on a fresh page.

No description provided
over 5 years ago in Document improvements 1

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 5 years ago in Document improvements 0

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

No description provided
almost 3 years ago in Document improvements 0

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.
12 months ago in Document improvements 0

Add comment when uploading a governance document

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...
almost 7 years ago in Document improvements 0

Shared document folder for draft purposes

can a chair and secretary have a personal shared folder to share and discuss documents prior to putting into a board platform
about 8 years ago in Document improvements 2

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.
over 5 years ago in Document improvements 0

Ability to edit Agenda header i.e. change "Guests" to "In attendance"

Our senior managers are in attendance at every meeting as opposed to being invited as a guest. It is our Chair's preference that they are listed as "In attendance" on the agenda.
over 7 years ago in Document improvements 0