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Email templates - reports and agenda items

Ability to set up auto email/notice templates, for example: - two weeks before a meeting date a notice/email is sent out asking for committee reports to be returned and agenda items for inclusion - reminder email X number of days before meeting
over 3 years ago in Email Notification 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 7 years ago in Document improvements 1 Will not implement

Agenda Purpose information to show up in Board Minutes

I currently use the purpose section to highlight any information we would like to discuss at the meeting and this is also a great place to bullet point information from a previous committee meeting. I have to copy and paste this information and pu...
about 6 years ago in Minutes 0

Note discussion between a Chair and CEO that is not part of a meeting but is recorded

It would be useful to be able to have a record of a discussion between the Chair and CEO that occurs not during a meeting but does have an outcome recorded as a decision. Perhaps this could be found under Between Meetings -and just like a Flying M...
almost 4 years ago in Other Category 0

MFA via SMS

Be able to have MFA verified via sms (text) rather than email verification or using an Authenticator app
over 1 year ago in Multi-Factor Authentication 0

Agenda to include if a matter is for approval or noting

It would be useful to state whether an agenda item is for noting or approval. The Agenda is a bit rudimentary and better margin and tab settings for each sub section could make it neater. While it does show who is responsible for an agenda item, i...
almost 4 years ago in Agenda 0

Change text in documents when uploaded

to save time renaming the document
almost 4 years ago in Document improvements 0

Ability to move items within the minutes to match the flow of the meeting. If a quick item is discussed out of sequence it would be good to be able to move it within the minutes to the correct place in the meeting discussion without changing it's section.

No description provided
almost 4 years ago in Minutes 0

Restrict Meetings to those only added to Attendees List

We have people in our organization that we need for them to be able to add documents and other areas of the platform but who do not need to be at meetings or view specific meetings. Limiting the meeting agenda/documents/minutes to only those added...
over 1 year ago in Meeting improvements 0

Interests Register - sort field

It would be good to have to option to sort the interest register by last name as the default sort and even better to have flexibility to sort in any order - i.e. have the Chair and Deputy Chair first followed by others sorted by last name
over 6 years ago in Other Category 1