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Document improvements

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Universal search terms

The ability to search through attachments when using the search function in the Meeting Documents section. Currently you have the ability to search for a keyword in a title but to have a broader search would be beneficial.
about 4 years ago in Document improvements 0

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...
over 3 years ago in Document improvements 1

Able to annotate documents other than Board Pack

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.
8 months ago in Document improvements 0

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...
about 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

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

No description provided
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.
over 4 years 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...
over 6 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
over 7 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.
almost 5 years ago in Document improvements 0