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Build the Board Pack

How to compile and review the Board Pack before distribution.

Written by Rajit Theodore

This guide also includes information on updating and republishing the Board Pack to ensure it remains accurate and up to date.


Publish the Board Pack

Important:

Publishing the Board Pack does not automatically send it to recipients. You choose who receives the Board Pack notification.

  1. When your Draft Agenda is complete, open the meeting and select Publish Agenda.

You can also select Publish Agenda while the Draft Agenda is open for editing.

If you make changes after publishing, republish the agenda to update the Board Pack with the latest changes.


Choose what to do next

Once the agenda has been published, BoardPro generates the Board Pack and displays three options:

  • Review Board Pack – Opens the Board Pack for review. No notification email is sent.

  • Email Board Pack – Opens a window where you can select the recipients to notify. The email contains a link that allows recipients to view or download the Board Pack.

  • Close – Returns you to the meeting page. No notification email is sent.

Meeting Pack notification emails include a default introductory message that can be personalised before sending.


Email the Board Pack later

You can send the Board Pack notification at any time from the Board Pack menu.

Republishing the agenda ensures any updates are included in the latest version of the Board Pack before you notify recipients.

Note:

If you choose to review the Board Pack before sending the notification, see Email the Board Pack for detailed instructions.

When the Board Pack notification is sent, recipients receive an email containing a link to view the Board Pack directly.

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