Below is a step by step guide on how to distribute the board pack.
On your Meeting Details page after finishing the Draft Agenda click on Publish Agenda.
You can do this from within the agenda as well
BoardPro will automatically begin to build the Board Pack for you.
In the confirmation box, click "Email Board Pack" to immediately send it out.
If you do not want to email the Board Pack right away, simply close out of the box and, when you are ready, select Email under Board Pack.
In the email box:
Choose who you send the email to. If a person in your organisation does not have login ability, their status shows Invitation Pending or No Access, there will be an asterisk next to their name denoting that * This person does not have access and cannot receive the email. A person who has the access level of Executive/Guest cannot have an email sent to them.
Personalize your greeting. The default greeting is "Hi," but now you can type in your own greeting and choose whether to add a first name, last name, both, or none at the top of the email.
Add any additional comments in the comment box.
Tells you when the notice was sent and by whom
NOTES:
The Board Pack itself is NOT sent via email—they will receive a secure link to log in and read the paper online.