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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.
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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Universal search terms

The ability to search through attachments when using the search function in the Meeting Documents section. Currently you have the ability to search for a keyword in a title but to have a broader search would be beneficial.
about 4 years ago in Document improvements 0

Hyperlink a document in the Governance Documents to an external source.

It is great to link a document in the Governance area to a meeting, but it would be nice to add that link (with special permissions to view it) to a document outside of BoardPro.
8 months ago in Document improvements 0

Correspondence Register - Inbound | Outbound

Trust Board members use a Correspondence Register to be informed on Governance related inbound and outbound correspondence received and sent. For Inbound there are three action categories - Review, Decision/Action, Agenda Item for Trustees to peru...
over 3 years ago in Document improvements 1

Make documents searchable by Presenter

In the Meeting Documents section, it would be helpful if we could search for meeting documents by the presenter's name as well, as, in some cases, the presenter is usually the composer of the paper.
8 months ago in Document improvements 0

Expurgated / restricted minutes

Ability to provide expurgated minutes to certain directors who have a conflict of interest, while preventing them from accessing the full minutes.
almost 3 years ago in Minutes 1

Easily capture correspondence

Comment from Board Secretary: As a school we receive a lot of correspondence via email, usually with a pdf attachment (MOE newsletters etc). If we could just forward these emails to boardpro, it would save so much time. At the moment I need to pri...
about 4 years ago in Document improvements 0

Consent Agenda

Be able to add a single motion to approve multiple action items or documents
over 1 year ago in Agenda 0

Multiple email accounts

I would like to have meeting notifications to go to multiple email addresses. Eg. my EA
about 2 years ago in Security Improvements 0

Able to annotate documents other than Board Pack

The annotation/private notes function in the board pack is excellent. Still, it would be helpful to be able to annotate documents in the Governance Documents or Between Meeting Reports/Flying Minutes.
9 months ago in Document improvements 0

Flexible user titles

It would be nice to be able to edit user titles or have a drop-down list of different versions (Member, Board Member, Council Member, Vestry Member, Committee Member etc).In our organisation, we need to change the term 'Board Member' to terms that...
about 7 years ago in Meeting improvements 4