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Document improvements

Showing 41

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.
almost 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.
almost 4 years ago in Document improvements 0

Linking back to previous papers

It would be helpful in a report to be able to hyperlink back to previous papers all within BoardPro.
over 2 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 6 years ago in Document improvements 2

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

No description provided
about 4 years ago in Document improvements 1

Change text in documents when uploaded

to save time renaming the document
over 2 years ago in Document improvements 0

Option to exclude some files from the Board Pack

Have an option to exclude some files being built into the single board pack, but rather become links instead. This can be for documents which are to remain in their native format Or supplementary documents that are optional (or exceptionally large)
about 6 years ago in Document improvements 0

Shorter minutes

Formatting of reports ie. Agenda and minutes Potentially could there be a standard and compact version, with the compact having mover and seconder, approved on the same line... Tighter margins etc
about 6 years ago in Document improvements 1 Will not implement

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.
about 6 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 5 years ago in Document improvements 0