Managing your Board Account
For the Administrator, Board Secretary and Chair
Managing Sub-Folders in Governance Documents - New UIHow to create and move one folder into another
Board Annual Work Plan - New UIUsing an Annual Plan for your Board
Upload a Document to Governance Documents - new UIHow to upload papers into the document repository
Add a Folder - new UIHow to add a folder to your Governance Documents Repository
Board Only Folders - new UIHow to create a Board Only Folder and who can view it.
Delete a Folder - new UIHow to delete a folder in Governance Documents
Moving Documents into Folders - new UIHow to move documents/files into Folders
Electronic Signatures - New UILearn how your board can sign documents in BoardPro using eSignatures.
How to request a document to be signed - New UIRequest a document to be signed electronically in BoardPro
Add a new free trial - new UIStart a new free trial board account in Boardpro
How to Rename a Folder in the Governance Repository - new UIRenaming a Governance Folder
Roles and Permissions Overview-Learn what each role can and cannot do in BoardPro so that you can give people the correct level of access they need.
How to change someone's RoleLearn how to change the level of access someone has in BoardPro
Meeting Administrator
How to change someone's Role - new UINeed to Update a User’s Access? Here’s How
Meeting Administrator - new UIUnderstanding the Meeting Administrator Role
Adding People into BoardProHow and when to add or invite people to your organisation in BoardPro
Account OwnerWhat is an Account Owner and how to change if required
Invite people to BoardProHow to grant access to join your board or committee
Import People and Interests to a CommitteeHow to import people from your main board to a committee
FAQs on People in BoardProCommon questions related to adding people into BoardPro
Managing PeopleHow to edit and update a person's name, title, role and status within the organisation
My Board Member is ResigningWhat to do when you need to remove someone from your BoardPro account
People Change LogReview changes made to the People List
People ListWhere to add and manage who has access
Remove AccessHow to change or remove the access for a member in BoardPro
Revoke AccessHow to change or revoke the access for a member in BoardPro
Updating an email address of someone with no login accessHow to change an email address for someone who has not yet been invited.
Understanding the Account Owner Role - new UIWhat is an Account Owner and How to Change It
My Board Member is Resigning - new UIWhat to do when you need to remove someone from your BoardPro account
Remove Access - new UIHow to change or remove the access for a member in BoardPro
Revoke Access - new UIHow to change or revoke the access for a member in BoardPro
Change the Email Address of Someone Without Login Access – New UIUpdating the Email Address of a Pending Invitee
People Change Log - new UITrack and Review Changes in the People List
Invite people to BoardPro - new UIGranting Access to Join Your Board or Committee
Adding People into BoardPro - new UIHow and When to Add or Invite People to Your Organisation in BoardPro
People Tab - new UIManage Access and Roles for Board-Related Activities
Managing People - new UIHow to Edit or Update a Person's Name, Title, Role, and Status in the Organisation
FAQs on People in BoardPro - new UICommon Questions About Adding People to BoardPro
Manage Board Tenure with ease - new UIStay on top of Board member terms
Import People and Interests into a Committee - new UIHow to Import People from Your Main Board to a Committee
Interests RegisterWhat is and where do I find the Interests Register in BoardPro?
Add an InterestHow to add interests to the Interests Register
Closing an InterestHow do I set an end date for an interest in BoardPro?
Deleting a closed / past interest.How to remove a past/closed interest from your organisation
Edit an InterestHow to update an interest in the Interest Register
Interests Register - new UIWhat is and where do I find the Interests Register in BoardPro?
Closing an Interest - new UIHow do I set an end date for an interest in BoardPro?
Edit an Interest - new UIHow to update an interest in the Interest Register
Deleting a closed / past interest - new UIHow to remove a past/closed interest from your organisation
Add an Interest - new UIHow to add interests for your Board
Board Annual Work PlanUsing an Annual Plan for your Board
Upload a Document to Governance DocumentsHow to upload papers into the document repository
Add a FolderHow to add a folder to your Governance Repository
Board Only FoldersHow to create a Board Only Folder and who can view it.
Delete a FolderHow to delete a folder in Governance Documents
Managing Sub-Folders in Governance DocumentsHow to create and move one folder into another
Moving Documents into FoldersHow to move documents/files into Folders
Renaming a FolderHow to edit the folder name in Governance Documents
Electronic SignaturesLearn how your board can sign documents in BoardPro using eSignatures
How to request a document to be signedRequest a document to be signed electronically in BoardPro
Edit Organisation SettingsAn overview of the Organisation Settings Page
Automatic Email RemindersHow to enable/disable or edit your organisation's emails from BoardPro
Document Downloading and Printing PolicyManage if documents can be downloaded
Meeting LocationsManaging the locations of where your board regularly meets.
Notes/Annotations Destruction Policy
Organisational LanguageHow to set your organisation's language to be reflected in BoardPro PDFs.
QuorumSet the threshold on the minimum number of attendees
Voting AutomationHow to set up BoardPro to automatically calculate your vote outcome
Upload your LogoAdd your own Logo and icon to brand the generated documents
Edit Organisation Settings - new UIAn overview of the Organisation Settings Page
Automatic Email Reminders - New UIHow to enable/disable or edit your organisation's email reminders from BoardPro
Document Downloading and Printing Policy - New UIManage if documents can be downloaded
Meeting Locations - New UIManaging the locations of where your board meets.
Notes/Annotations Destruction Policy - new UI
Organisational Language- New UIHow to set your organisation's language to be reflected in BoardPro PDFs.
Quorum - New UISet the threshold on the minimum number of attendees
Voting Automation - New UIHow to set up BoardPro to automatically calculate your vote outcome
Upload your Logo - New UIAdd your own Logo and icon to brand the generated documents