Who can write or submit a Between-Meeting Report?
Anyone with the access level of Administrator, Board Secretary, Chair, or Senior Executive can write or submit a report for themselves or another person with one of those access levels.
How do I add a Between-Meeting Report?
Under Between Meetings, go to Between-Meeting Reports to add a report. See Between-Meeting Reports for a short video on adding a report.
What does saving as a draft do?
When a report is in Draft, it is not viewable to readers. The Report Owner can continue working on the document without people being able to read or comment on it.
Can I send a Between-Meeting Report to everyone on my People List page, including Non-Board Members?
Yes, provided they can log in and have any access level except Executive/Guest.
Can I share reports with people outside of BoardPro?
No. Only people on your People List page who can log in and have read access can view Between-Meeting Reports.
Can the Between-Meeting Report be restricted to specific people?
No, not at this time.
Can I see who the report has been sent to?
Yes. Open the report, click the three dots (context menu), and select Email History.
My Board Member says they have not received the notice. Can I resend it?
Yes. Click Resend and select their name.
Can I add files to Between-Meeting Reports?
Yes. You can attach external supporting documents or add documents from Governance Documents.
Can people in BoardPro edit the files attached to my Between-Meeting Report?
No. Documents must be edited at the source, and a new version can then be added to the report.
Can I add an external link, such as a webpage or video?
Yes. In the Executive Summary field, highlight the link text and use the link tool to paste the URL.
Is the owner notified when someone reads the document?
No. However, they can see who has read it. The initials of people who have read the attached file appear next to it on the report.
Can I download the Between-Meeting Report and all conversations?
No, not at this time.
How do people leave comments?
Click Write a Comment and then select Post.
Will I be notified when someone leaves a comment?
Yes. You will receive an email when a comment is left. You can respond directly from the email or log in to BoardPro and leave a comment on the Between-Meeting Report.
Can I turn off notification emails for posted comments?
Individual users can turn comment email notifications on or off. However, the Report Owner cannot disable comments.
Can I delete my comments?
Yes. Next to your comment, click the three dots and select Delete Comment.
Important: Deleting a comment cannot be undone.
What does locking a Between-Meeting Report do?
Locking a report prevents any further edits, updates, or comments.
How do I unlock a report?
Next to the report title, click the three dots (context menu) and select Unlock Report.
Anyone with an Administrator, Board Secretary, Chair, or Senior Executive access level can unlock a report.
Can I retrieve a report or comment if I accidentally delete it?
No. Once a report or comment is deleted, it is permanently removed from your organisation.
How do I delete a report?
Next to the report title, click the three dots (context menu) and select Delete Report.
You must type Delete into the confirmation field before selecting the Delete button.
Important: Deleting a report is permanent and cannot be undone.
