Every board or committee account includes a repository to store any reference documents the board may refer to from time to time and use in a meeting in the future.
BoardPro provides users with a comprehensive system to upload, organize, and manage governance documents efficiently, ensuring optimal document management for boards and committees.
The 'Governance Documents' area is located under Documents on the main navigation bar. (Note: appears as 'Committee Documents' if you are in a committee account).
The Administrator, Senior Executive, Board Secretary and Chair roles can add documents to the repository. To store reports and files from past meetings in BoardPro, follow these steps: If you are unable to see the add documents option, it may be due to your user permissions. Users with 'Board Member' roles are restricted from adding or uploading documents.
Navigate to the Documents section in the navigation bar and select Governance Documents.
Choose to upload directly into the main folder or create subfolders for organisation.
Drag and drop files or use the upload button to add them.
Common file types accepted include
.pdf,.docx,.xlsx,.jpg,.png, and more.File size is limited to 50MB per document, and you can upload up to 10 files simultaneously.
Rearrange files between folders using the three-dot menu next to each file.
Occasionally, users may encounter errors during uploads, such as browser issues or internet connectivity problems. Clearing browser cache or switching browsers can often resolve these issues, while stable internet connectivity is essential for a smooth upload process. If specific documents cannot be located, it might be due to folder permissions. Locked folders restrict the visibility of files contained within them. To access these, you will need to coordinate with an Admin to either unlock the folder or move the document to an accessible folder.
BoardPro will accept most common file types that a governance board would use. Accepted file types: .csv, .doc, .docm, .docx, .dot, .dotm, .dotx, .em, .gif, .jpg, .jpeg, .msg, odp, .ods, .odt,.pdf, .png, potm, .potx, pps, ppsm, .ppt, .pptm .pptx, .rtf, twbx, .txt, .xls, .xlsb, .xlsm, .xlsx, .xlt and .xltx
accepted files up to 50MB each in size
You can add 10 files simultaneously at a time
You can as many documents into the repository as you need
Files exceeding the 50MB limit can be split into smaller parts or compressed before uploading to ensure compatibility.
You can add documents directly to your main folder, and you can also create subfolders.
Admins play a critical role in managing permissions for document uploads. If role-based access permissions need adjustment, contact an Admin as they are authorised to make updates. Admins can also help resolve access issues by moving locked documents to accessible folders or by elevating user permissions to allow specific actions, such as document uploads.
You can drag and drop files and also move them to another folder by clicking the three-dot menu next to each file.
Related:
Add a Folder
Governance Documents FAQs
Moving Documents into folders
Link a Governance Document into a meeting agenda