BoardPro

How to find and access to the board pack for a meeting

Access the Board Pack for Board Members

Overview of the annotation tools available in BoardPro for board members

BoardPro Notes: A Guide for Board Members

Quickly identify what’s been added, changed, or removed in your updated board pack.

View changes when your board pack is updated

Learn how to move through and interact with the Board Pack in BoardPro.

How to Navigate the Board Pack in BoardPro

Automatic Bookmarks in Boardpacks

Where to find your own Actions and how to print them.

Find my own Actions

As a Board member, how can I add and edit my own Interests ?

Add an Interest for yourself

Know when and where your upcoming meetings will be.

Find your Next Meeting

Rajit Theodore

Mike Patterson

Khalid Ali

Setting aside time to preparing for your next meeting is crucial for robust discussion and effective decision making.

Before the meeting

How to delete annotations you have entered on the Board Pack

Delete My Notes

How to make notes/annotations on the board pack.

Add Annotations to the Board Pack

How to know if a note/annotation has been made to your document in BoardPro Notes

Find your Notes on a document

The basics a Board Member needs to know from navigating and annotating the board pack

Interact with your Board Pack

BoardPro Limited

Login to BoardPro

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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