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Ideas Portal - BoardPro

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PINNED Edit document names in Governance Documents
It would be helpful to be able to edit filenames in Governance Documents, after they have been uploaded. At present we can change folder names, but not filenames.

Document improvements

Showing 42 of 366

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 5 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...
almost 5 years ago in Document improvements 0

tagging option

A tagging option so board members can be notified when a comment is left in eg: between board meeting reports.
over 2 years ago in Document improvements 0

In the meeting view have an option to download all documents, and the ability to drag/drop documents out

I often like to have documents seperate for reviewing rather than in a single "Board Pack". In the meeting view where you can see all documents related to a meeting it would be great to have a "Download All" button to get all documents. It would a...
over 2 years ago in Document improvements 0

Search meeting documents by type

Right now on the Meeting Document page if you put a key word into the search it lists everywhere that word is found (meeting, agenda document, decision, action etc.) It would be useful if that could then be sorted to search for example just as a d...
almost 3 years ago in Document improvements 0

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...
almost 3 years ago in Document improvements 1 Already exists

That the use of icons in minutes is optional

No description provided
about 6 years ago in Document improvements 0

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 ...
about 3 years ago in Document improvements 0

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

Notes icon in minutes (like Decisions and Actions have)

I love the Note/Decision/Action split you make. However, in minutes, the last two get an icon but notes don't. The icons are also not consistent with those used earlier (see screenshot) and also not given the same colour. This can make it a little...
over 5 years ago in Document improvements 3 Already exists