BoardPro

An overview of the Organisation Settings Page

Edit Organisation Settings

How to enable/disable or edit your organisation's email reminders from BoardPro

Automatic Email Reminders

Document Downloading and Printing Policy

Managing the locations of where your board meets.

Meeting Locations

Notes/Annotations Destruction Policy

How to set your organisation's language to be reflected in BoardPro PDFs.

Organisational Language

Set the threshold on the minimum number of attendees

Quorum

How to set up BoardPro to automatically calculate your vote outcome

Vote Automation

Add your own Logo and icon to brand the generated documents

Upload your Logo

Rajit Theodore

Organisational Settings

BoardPro Limited

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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.

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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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