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Reading the Board Pack for Essential Plans - new UI

Where to read and view the board pack

Vicki van Eeghem avatar
Written by Vicki van Eeghem
Updated over a month ago

My board has subscribed to the Essentials Plan in BoardPro. Where can I find the board pack to read?

There are three ways you can access the board pack for a meeting:

  1. From the Email Notification

2. Click directly on “Board Pack” on the Meeting Card

3. From within the meeting, click on the Board Pack menu at the top right-hand side of the screen and select View.

Once the board pack opens:

  • On the left-hand side is a list of thumbnails of the agenda documents.

  • The one you are working on will open before you on the right-hand side.

  • You can continually scroll to move to the following document or click on the documents from the thumbnails.

  • You can scroll up (above the Agenda) to find the Index page.

On the top menu bar:

  • Is the Outline page of the board pack

  • Select a page

  • Zoom in or out

  • Page layout

  • Annotation tools (highlighter, pen, sticky notes, text, shapes and an eraser)

  • Settings

  • Search for a keyword

  • Fullscreen

  • Download (if permissible by your organisation)

Note for the Annotation Feature: You must opt in to use this tool for every meeting unless your Board upgrades to a Premium Plan.

BoardPro Notes, the iOS companion app for reading and annotating the Board Pack, is only available with the Premium plan. This plan includes many other features, including Digital Signing, Voting, and Between-Meetings. For more information, please get in touch with the CS Team at support@boardpro.com

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