To share documents with your auditors in BoardPro, you can grant them access to the People List of your account and assign read only access . This ensures auditors have secure, read-only access to all the documents in your account.
Follow these steps:
Add the auditor to your People List and grant the applicable access level (make sure to untick the 'Board Member' box and set the Access Level of 'Board Member').
This will give the auditor read-only access to all meeting information in the account past and present.
The auditor will not be listed as attendees or invited to past meetings unless you choose to invite them to future meetings.
Send the invitation to the auditor. Once the auditor accepts the invitation they will have access to read and view the minutes of all your meetings.
Note: Once you add someone to your People List they will appear by default on the attendee list of any new future meetings. You may need to remove them from the attendee list of these meetings.