Have you considered building or integrating data room capability into BoardPro? So that organisations which will ultimately exit develop the discipline of building up documents and evidence that will be required during due diligence during the exi...
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
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.
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 la...
I love the Decision Register. Similar functionality for a Risk Register, a key governance function, would also be an excellent addition. I manually do this currently with a table like below:
Risk
Impact (Very Low, Low, Medium, ...
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...
For reports and closing the meetings, I need sections for signatures. Our board requires the chair to sign the minutes then wo board members to move and seconded the meetings sign off at the end. Can this be added to a printed version of previous ...