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Building the Board Pack

How to "build" and review the Board Pack before you send it out

Vicki van Eeghem avatar
Written by Vicki van Eeghem
Updated over 2 weeks ago

Click here to view this article in the brand new BoardPro interface.

Below is a guide on how to "build" the board pack.

NOTE: the board pack is NOT automatically sent out - you retain control over when, and to whom, it is sent. When you have finished the Draft Agenda, and are ready to Publish: From the meeting details page click on the Publish Agenda button To create a meeting pack efficiently, follow these steps:

  1. Create a Meeting: Start by setting up a new meeting in BoardPro.

  2. Build an Agenda: Develop and finalize the meeting agenda within the platform.

  3. Publish the Agenda: Once the agenda is complete, publish it. This action generates the Boardpack as a PDF inside BoardPro.

  4. Access the Boardpack: Navigate to the Meeting documents page to view the generated Boardpack.

You can also click on Publish agenda if the Draft agenda is open

Once you have published the agenda, BoardPro will create the Board Pack for you. A pop-up box opens that gives you 3 options of what you would like to do next: Publishing generates the Boardpack as a PDF inside BoardPro, making it readily available for further actions.

  1. Review Board Pack (opens a preview of the Board Pack -you will receive a notice when the Board Pack is available)

  2. Email Board Pack (opens a pop-up box that allow you to choose whom you email the Board Pack too).  

  3. "X" or Close (returns you to the Meeting Details page. You can email out the Board Pack at a later time).

Note: 

  • If you choose to preview first and then email out the Board Pack find the details on how to do this on the page: Email the Board Pack.

  • When the email notice is sent out, Board Members will receive an email with a link to view the board pack such as this: If you encounter issues where no download prompt appears, or you cannot locate the meeting pack in your downloads folder, you can try the following steps:

  1. Restart BoardPro: Close and re-open the application to refresh its functionality.

  2. Refresh Your Browser Cache: Use the shortcut Ctrl + F5 on Windows (or equivalent for your OS) to clear cached data that might be causing download issues.

 

Including Completed Actions in a Board Pack

To ensure that actions completed since the last meeting are highlighted in the next Board Pack:

  1. Open the Meeting Agenda: Navigate to the meeting that you are preparing for.

  2. Access the Action List: Add or open the specialized smart agenda item, "Action List."

  3. Filter Completed Actions: Use the filters above the list and select "Actions completed since..." to include relevant completed actions. Specify the date, such as the last meeting date.

  4. Publish the Agenda: Once the agenda is updated with the completed actions, publish it to include those actions in the generated Board Pack. By applying these filters, you can ensure that all pertinent actions are included in your meeting documentation.

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