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:
If a recipient's name appears greyed out, it indicates that the person does not have login access and therefore cannot receive notifications.
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.
Board Members are automatically included in notifications, while Non-Board Members require explicit selection with a tick next to their names to receive them.
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:
For a detailed confirmation of published items, use the Audit Log located in the Agenda tab. This feature allows you to verify details such as when and what items were published, ensuring all intended information has been shared.
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.
Confirm whether the notification email has been sent and check the list of recipients.
Ensure Board Members are automatically included, and Non-Board Members have a tick next to their name to receive the notification.
Note any greyed-out names which indicate recipients without login access who cannot receive notifications.
If the notification has not been sent, you can manually trigger the board pack or agenda notification from the meeting page.
To confirm the details surrounding the publication of meeting items, consult the Audit Log available in the Agenda tab. The Audit Log lists the specific time and details of what has been published, helping administrators verify intended publications.
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.