When you're ready to send the agenda, Board Pack, or minutes, a confirmation box will appear, allowing you to email them to eligible recipients.
Notifications and board packs are not always sent automatically in BoardPro. It's essential to manually confirm and trigger notifications to ensure all recipients receive them properly.
You may find one or more missing from the list when you select from the people available. There are three reasons why they may not be on that list:
Managing the Attendee List for Accurate Notifications
For any individual—whether a board member or a non-board attendee—to receive board packs or notifications, they must be listed as an attendee for the relevant meeting.
Navigate to the home page of the meeting.
Use the “Add from people list” button to include attendees in the meeting. This ensures they are part of the attendee list and can receive communications about the meeting.
Sending Notifications: Agenda and Board Packs
When you publish an agenda or board pack, notifications are not sent automatically unless manually triggered. To check or resend notifications:
Open the meeting page in BoardPro.
Click on the three dots located at the top-right corner of the page.
Select Email History to view the details of sent notifications.
If the notification has not been sent, you can manually trigger the board pack or agenda notification from the meeting page.
Additional Tips for Managing Notifications
Always verify your attendee list to ensure all intended recipients are listed.
Use the Email History option to confirm that notifications were sent successfully.
If any recipients are missed, you can resend notifications manually from the meeting page.