It would be helpful to be able to edit filenames in Governance Documents, after they have been uploaded. At present we can change folder names, but not filenames.
I love the Decision Register. Similar functionality for a Risk Register, a key governance function, would also be an excellent addition. I manually do this currently with a table like below:
Risk
Impact (Very Low, Low, Medium, High, Ver...
Further restrictions for folder/document visibility
Having the 'Board Only' lock feature is helpful, but would it be possible to further refine this for eg Chair and Secretary only? For things like reference checks for new Board members etc. Please expand ability to control access beyond "Board Onl...
Add Checkboxes and Text options to Signatures on Documents
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.
Register list for Trustee/Director Professional Development
Our Trustees have requested that they have a area where they are able to record their professional development (both individually and as a board as whole) to feed into and report on the Board Development Plan. The Trustees have requested that they...
Ability to sort the order of Governance document folders other than by A-Z
Would like to rank folders by relevance i.e An archive folder at bottom of selection, and a Review Required at the top. Ability to move folders ( similar to re-ordering actions & decisions when drafting minutes) would be ideal.
Board Members can upload and store documents in their own folders within the Governance Repository. Can be personal documents or be able to download and store board packs with their annotations.
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