This guide also includes information on updating and republishing board packs to ensure they remain accurate and up-to-date.
NOTE: The board pack is NOT automatically sent out— you control the recipients when it is sent out. When you have finished the Draft Agenda and are ready to publish, from your Meeting page, click on 'Publish Agenda'. If any edits are made after publishing, you can republish the agenda to ensure the board pack is updated with the latest changes.
You can also click on 'Publish Agenda' if the Draft Agenda is open for editing.
Once you have published the agenda, BoardPro will create the Board Pack for you. A pop-up box opens that gives you three options of what you would like to do next. Republishing is especially important if changes are made to the agenda or attached materials after the initial publication to ensure all board members have access to the updated content.
Review Board Pack: This opens the Board Pack for you to review - no notification email is sent.
Email Board Pack: This opens a pop-up box that allows you to choose the recipients you would like to email a notice of the Board Pack to. The notice email contains a link that enables recipients to view or download the board pack.
"X" or Close: Returns you to the Meeting page - no notification email is sent.
You can email out the Board Pack notification later from your Board Pack menu.
This ensures that any updates are reflected, and all recipients are informed about the latest version of the board pack.
Note:
If you choose to preview first and then email the Board Pack notice, details on how to do this are on the page: Email the Board Pack.
When the board pack notice is sent, recipients will receive an email that includes a link to view the board pack directly.
