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PINNED Confirm Minutes before the next meeting
Our board does not meet every month so minutes wait a long time for confirmation. It would be better if we could confirm minutes before the next meeting while everyone's memory is still fresh, such as through a Flying Minute.
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PINNED Flying Minutes appear in the Agenda/Board Pack
We like to review/recap the Flying Minutes that have taken place since the last meeting. Currently there is no way to easily include these in the Agenda/Board Pack, they only appear in the Minutes which are distributed after the meeting. It would ...
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Ideas

    Download the Audit Log of a signed document

    It would be good to be able to download/export a log of any signed documents in the Governance Area showing when a board member has signed the document
    almost 2 years ago in E-Signatures 0

    Drag Sharepoint documents into the agenda

    No description provided
    over 3 years ago in Agenda 0

    To have an editable Interest Register template

    Our Board would like add additional columns to the register like 'Date of change' and 'Nature of change'
    over 3 years ago in Interests Register 0

    Adding and APPENDEX option

    This would be typically after the Meeting Close date and would be an area where such items as Governance Documents could be added and carry forward to the next meeting eg Delegated Authorities/Communications rules etc. These may not attach to a sp...
    over 7 years ago in Agenda 0

    Public notes available in take minutes mode

    Once we get public/shared notes on the board pack, attach these to the agenda/minutes back end so that the board secretary can view them when in take minutes mode
    over 3 years ago in Collaboration 0

    Notification of action completion

    A notification emailed to account owner or secretary advising an action has been completed.
    over 3 years ago in Action Items 0

    Ability to move 'Add Note', 'Add Decision', 'Add Action' pop-up boxes

    When preparing the minutes and adding in notes, decisions and actions it would be good to be able to move the pop up boxes. Currently they are fixed and it would be handy to move them to the side, up, down etc, in order to see/expose the text un...
    over 9 years ago in Meeting improvements 0

    Manually added notes or free text

    It would be useful to be able to add manual notes or free text to all the sections, opposed to always having to upload files/documents. Noting the 'Title' and 'Purpose' sections are free text, however it would be good to add detail in another sect...
    over 9 years ago in Meeting 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 ...
    over 5 years ago in Document improvements 1

    Interests Register Export with entity identifier

    We have an issue with how the interests register is recorded in BoardPro - principally that people frequently don't record the name of the entity correctly, making automatic data matching very difficult. We have loaded unique government identifier...
    over 5 years ago in Interests Register 0