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Document improvements

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Linking back to previous papers

It would be helpful in a report to be able to hyperlink back to previous papers all within BoardPro.
almost 3 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)
over 6 years ago in Document improvements 0

Change text in documents when uploaded

to save time renaming the document
about 3 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
over 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.
over 6 years ago in Document improvements 0

Allow copying of subfolders in Governance Docs

It would be convenient if we were able to copy folders under Governance Docs instead of having to go through the entire process of creating a whole new folder. I find I have a couple of folders that contain the same subfolders.
over 2 years ago in Document improvements 0

That the use of icons in minutes is optional

No description provided
about 7 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 3 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 3 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 4 years ago in Document improvements 0