Annotations are included with the Premium and Ultimate plans.
Boards on the Essentials plan can also use annotations by opting in for each meeting. To enable annotations, open the board pack and click Annotate Board Pack.
Note: Annotations are private and only visible to you.
With BoardPro's annotation feature, you can easily make private notes as you prepare for your upcoming meeting. Annotations are available for documents uploaded directly to the board pack. Linked documents do not support annotations.
From the Meeting page, click Board Pack, then select View & Take Notes.
When the board pack opens:
On the left-hand side, you'll see a list of the agenda documents. Scroll to the document you want to annotate and click it to open it on the right.
Use the toolbar in the top right to choose from various annotation tools
To review or manage your annotations, open the Annotations menu. Documents containing annotations are marked with an orange pen icon on their thumbnail. * * You can also delete annotations from the Annotation Menu
Annotating features include:
Highlighter
Pen
Notes
Text
Shapes
Erase
Search
Full screen mode
Print and Download – If you can't see this option, your organisation may have disabled printing and downloading. Please contact your Chair or Administrator if you need assistance.
You can also mark up text by selecting it and choosing to highlight, strike through, or underline it.
When you select an annotation tool, a submenu opens where you can customise options such as the colour, background colour, font, font size, and transparency, depending on the tool you've chosen.
What if I cannot find the annotation toolbar in my Board Pack?
The annotation toolbar is usually located in the top-right corner of the Board Pack. Depending on the device or screen size you're using, it may appear in a different location.
For example, if you're using a smaller screen, you'll still have access to the same annotation features, but the layout may look slightly different. You may need to click the pencil icon to display the annotation tools.
Can I share my notes with other board members?
No. All annotations and notes are private and only visible to you, helping maintain confidentiality.
If you'd like to share your annotations or notes with others, you can export or copy them and share them using external channels, such as email.
Annotating Previous Versions
You can annotate previous versions of documents uploaded to the board pack until the meeting is confirmed. Once the meeting is confirmed, annotations can no longer be added to previous versions.
Why can't I see the Mark as Read option?
If your board is on the Essentials plan, you won't see the Mark as Read checkbox, even after opting in to annotate your board pack. This feature is included with the Premium and Ultimate plans.
How can I delete my annotations?
You can delete individual annotations from the Annotations menu while viewing the board pack.
To remove all annotations for a meeting, go to the Meeting Details page, open the Board Pack menu, and select Delete Annotations.
Note: Your board may be set to automatically delete all annotations and notes when the meeting minutes are confirmed. This setting is managed by your board's Chair or Administrator in Organisation Settings > Security. If you have any questions, please speak with your Chair or Administrator.