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Account Self-Management

Self manage plan changes, committee purchases, payment method updates, etc directly within BoardPro
over 3 years ago in Other Category 0

Board spot review

Kerryn Newton passed on this material from boardroom insider: Portal programs have online polling/questionnaire capabilities that still go fallow among most boards. “As more boards moving into looking at their performance, there are opportuni...
over 7 years ago in Other Category 2

AGM Options

As a board when we have AGM's we also invite our Shareholders and others that we want to be able to track interests, actions, decisions and for them to be able to log in and read the board pack. But having an extra committee for a meeting once a y...
almost 4 years ago in Other Category 2

Send email notice to all Action Owners when update left

If multiple owners are on an Action and one leaves an update, the others are not notified and may not see it until several days later. It would be valuable to receive a notice of when an update has been sent to all people associated with that spec...
7 months ago in Action Items 0

Consolidate email notifications when a person is added to a board and committee(s)

We have our board plus five committees. When I add a person from the board to each committee, they receive additional notifications that they have been added. So, they receive six emails if they are on the board +5 in total. It would be nicer if t...
7 months ago in Email Notification 0

Option to make a Flying Minute Anonymous

Add an option to have a Flying Minute as Anonymous so only the result is displayed in the decision instead of the name -as is the option in an In Meeting Vote. My board can be pretty political so being able to have just the result displayed is ideal
about 1 year ago in Flying Minutes 0

Preview the emails before sending

During demos and training sessions, we got asked by administrators a lot about previewing the meeting notice, agenda notice, people invite etc. before sending to the board. Why do they want to preview the email? a few reasons below: In outlook, th...
over 3 years ago in Other Category 0

Director ID: Add a field in the director profile for the new ID

All directors of a company, registered Australian body, registered foreign company or Aboriginal and Torres Strait Islander corporation will need a director ID. A director identification number (director ID) is a unique identifier you will keep fo...
almost 4 years ago in  2

Confidential Watermark option on all pages

Hi, is there any chance you can add the option of putting a watermark on all pages when finalised? Prior to using Boardpro we compiled board papers in Adobe Pro which gave us the option to insert a watermark ('Confidential') on all pages. Example ...
over 4 years ago in Document improvements 0

Permanent attachments

Have the ability to have attachments carry over from meeting to meeting
almost 3 years ago in Board Pack 0