I am currently setting up an agenda for a Sales Committee. I want to copy the Board Meeting agenda, but it won't let me. This wastes time having to create a PDF version and copying and pasting.
The same thing happens for my other boards. I can't clone my template when setting up new clients.
Hi BoardPro. This is still a frustration when setting up new clients. Any plans?
This would be SO helpful. We have a Full Board and Executive Board. I use the same agenda for both - so migrating agenda would be a magic time saver
Hi guys - any updates on this? I just had to set up a new client and it drives me nuts that I can't create my agenda template from other clients to save me time.
I currently have to manually set up sections, and copy and paste from PDF to each field.
Cheers
We have a similar issue where various committees are granted permission to access Board documents and Minutes. We download the document and then save it to the entity requiring the document. It would save time and server space if we could just link to documents (assuming that they are within the security realm of the target users).