Annotating is a feature with the Premium and Ultimate Plans. If your board subscribes to the Essentials Plan then you will not be able to make annotations within BoardPro.
Who can use BoardPro Notes?
BoardPro Notes is available for everyone on your organisation page with login ability except for those with Executive/Guest role.
Who can see my Notes?
Your notes are private and only visible to yourself.
Can I share my Notes?
Notes are private to the person and so at this time you cannot directly share them within BoardPro. If you believe that would be beneficial for your board to have a Public / Shared comment feature, please vote for it here in the Ideas Portal: Public (or Shared) Comments in the Board Pack
Am I able to download the Board Pack in its entirety?
Yes. Click on the download button and choose either to download your Board Pack either with or without your notes.
Things to Note:
This is also where one could download the board pack with their notes and email to others on your board outside of BoardPro
If you cannot see the download icon it is possible that your organisation has the feature to download and print turned off. Please speak to your Administrator or Chair regarding the Document Downloading and Printing Policy for your Organisation.
Can I use BoardPro Notes offline?
No. BoardPro is Cloud-based and so only available online. However, you always have the option to download your Board Pack and review it and your notes.
How can I access BoardPro Notes from my desktop?
From the Meeting List page, click on "Read Board Pack"
Or from the Meeting Details page, click anywhere on the meeting card to open the meeting) then click on Board Pack on the top right and select "View & Take Notes".
Can I print the Board Pack?
For best results, we recommend downloading the Board Pack (if this setting has not been disabled), then opening the file and printing. However, this only downloads the board pack itself and not with your notes.
By opening the Board Pack and clicking the Download button in the top-right corner, you will be given the option to download with or without your notes.
To print your board pack with notes, we recommend opening and printing your downloaded file with Adobe Acrobat. Acrobat is free and works well with BoardPro Notes.
How long can I view my Notes?
Your notes are available until the Minutes of that meeting has been confirmed.
Are my Notes discoverable under the law?
Yes, a court may order copies of the documents of your organisation to be turned over during discovery in a litigation process, and this would include the notes taken on a board pack. BoardPro helps mitigate this via the Organisation Notes/Annotation Destruction Policy. Further, you also have the ability to Delete your own Notes in BoardPro.
Can I delete my Notes?
Yes. To delete an individual note. Select Annotations on the top left menu and then next to the annotation/note you wish to delete click on the trash can.
To delete all your notes at once click on "Board Pack", then "Delete My Notes".
There is a new version of the document that has been added to the Board Pack but I already made notes. Will I still be able to see these?
Yes. Your previous annotations will carry over to the updated document.
What devices will it work on?
BoardPro Notes is available on all devices through the built-in browser, but only the latest devices and operating systems will work. Please be sure your operating system and browser are up to date.
Is there an app?
Yes! For iOS users look for BoardPro Notes in the App Store. This is a free companion app that allows you to read and annotate the board pack from your iPhone or iPad.
Do my notes sync between the desktop version and the mobile app?
Yes, this is automatic
My BoardPro Notes looks different. Why can't I see the thumbnails of documents?
If you are using a smaller screen, the layout is different to that of a larger desktop. You will be able to access and see a complete list of all documents that have been added to the Board Pack by using the drop-down menu located on the top left-hand side. Note: you are still able to move from document to document by scrolling
Can I make BoardPro Notes full screen on my desktop?
Yes. Click on the screen expander on the top right of the screen on the toolbar. You will still be able to scroll through your documents and make annotations.
To close out of the fullscreen click on the same button to decrease the size.
I am only seeing a big, coloured box when I annotate. What is happening?
This occurs when the background is the same colour as the highlighter or pen. Before you start annotating check your colours to make sure they are not matching.
To change the background click on the down arrow and select either to have a new colour or no colour or change one of the colours.
My document is a lot of pages. Is it possible to see an overview of where I have annotated?
Yes. On the top left select Annotations and then click on the note you wish to open.
Is there a search function?
Yes. Use the Magnifying glass on the toolbar to type in a keyword. The search function will go through the entire board pack and notify you how many times it has been mentioned.
In the example below you can see that Budget has been mentioned 31 times and I can now use the arrows to move through the list until I find the text I am looking for.