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Document improvements

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Google Suite Links - improved uploading & display of hyperlinks to files

Businesses have an increasing amount of content on Google Docs/Sheets. We're not just attaching Excel spreadsheets and PDFs anymore. As such, it would be great to see a better way to add hyperlinks and have them displayed in Board Pro. A good star...
about 3 years ago in Document improvements 1 Already exists

Default sort order of documents to be alpha by TITLE

While we can change the listing to sort by TITLE each time (or enter a word in the search function) they enter the directory, our Directors have asked the question if it could 'default'to alpha order rather than date order. They feel that is more ...
over 3 years ago in Document improvements 0

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 3 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
almost 4 years ago in Document improvements 1

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

Chair person to initial each page of Board Meeting Minutes

Before using BoardPro we used Word for our Minutes and Agendas. Each page of our Minutes had an area at the bottom right hand side where the Chair of the meeting needed to initial near the title of the Chairperson (as well as the Chair signing on ...
about 4 years ago in Document improvements 0

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...
about 4 years 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 4 years ago in Document improvements 5

Option to download all files in a folder (or multi-select download)

Rather than downloading all files individually, it would be great to have an option to download all files in the folder (or mult-select them). The downloading of these mutliple files could be via a single zip file (generated server-side) for insta...
about 5 years ago in Document improvements 1

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...
about 5 years ago in Document improvements 0