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...

Is there away to tag an agenda item from a previous meeting to come through to the next meeting with all the attached documents also. As a school. there are a few standard items the happen each meeting under 'compliance / self review' having the...

Often in a Board Meeting, you come up with great actions, ideas, or projects, but they're not a priority right now. When you set these up as actions with a future date, it makes your Action list area really messy to update. And if you store these ...

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

Currently when you accept the outlook calendar invite the original email with clear details of the meeting (including notes) is lost. The automated meeting notice is great but it's shame to lose this good information & format when the invite i...

Often, we have forms that require the board member to check a box and/or be able to add additional or required text. It would be helpful if the Document signing feature added these options as well.

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

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...

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...

For purposes of time saving (while driving or in the evenings or for poor eyesight) it would be fantastic if there were the option for my Board notes being read to me. I have tried to download a PDF version of my meeting pack and convert txt to sp...