Overview
You can use BoardPro’s Meeting Documents search to find keywords in the titles of:
Documents attached to agendas
Agenda items
Minutes
Actions
Decisions
Board Packs
You can also locate decisions by:
Using the Decision Register for approved decisions
Reviewing the relevant Meeting minutes for unapproved decisions
Note: The search function only searches document titles. It does not search within the body text of attached documents.
Search Meeting Documents
From the left navigation menu, go to Documents → Meeting Documents.
Use the search bar to enter a keyword.
Search Results
BoardPro organises historical Meeting documents chronologically, making it easier to locate past records even when exact dates are unknown.
Search results display:
The document, agenda item, or minute title
The related agenda item (if applicable)
The Meeting title and Meeting date
The document file type (for example, PDF or Word)
Whether the result is an agenda title
Whether a minute is a Note, Decision, or Action
Open Search Results
Selecting different areas of a result will open:
The specific Agenda Item
The Meeting Details page
A preview of the attached document
The Context Menu can also be used to open or preview agendas and minutes.
Note: This is a high-level search across multiple Meetings. To search within the text of attached documents, use the search tool within an individual Board Pack.