BoardPro

Rajit Theodore

Mike Patterson

Khalid Ali

General Knowledge for the whole Board

What happens when you are added to another board or committee

Added to another board?

Your personal view of upcoming meetings and actions, from all your boards and committees

My BoardPro Dashboard

Update personal information under your own personal menu on the top right

My Details in BoardPro

My BoardPro

Easily locate a past or future meeting with the Meeting List

Meeting List

Simple Agenda

Download the Agenda

How to download a copy of the Minutes of a meeting

Download the Meeting Minutes

Find your way around the Meeting Cards in BoardPro

Meeting Cards

How to quickly find documents/Board Papers in meetings.

Meeting Documents

Search and find previously discussed matters

Search Documents, Agendas, and Minutes in BoardPro

Understand Meeting Time Zones in BoardPro

Meetings

BoardPro Notes FAQs

The board pack is all the documents of a meeting merged into a single document.  Learn how to do this, tricks, tips and FAQs

Board Pack

How to print the entire board pack or individual documents/pages

Download and Print the Board Pack

How to turn a page right-side-up for reading

Rotate pages in the board pack

Share the Board Pack outside of your organisation

How to share the Board Pack

Where to find previous versions of updated board packs

Previous Versions of the Board Pack

Vicki van Eeghem

The Board Pack and BoardPro Notes

How to download a PDF copy of current actions

Download Actions

Easily update the status of your actions in BoardPro to keep everything on track

Update the status of my Action Item(s)

Adding an update to help keep the board informed.

How to update Actions

Actions

How to reply to and turn off comment notifications in BoardPro.

Between Meeting Comments

How to quickly find decisions that have been made outside of a meeting

Search Flying Minutes

Between Meetings

Find a document in the Governance Documents

How to find restricted Governance Documents

Find a restricted 'Board Only' document in the Governance Documents repository

Common questions about the document repository

Governance Documents FAQs

Sharing Governance Documents using "Copy Link"

How to link to Governance Documents

How to sign a document electronically in BoardPro.

Sign a document

Governance Documents

A searchable record of Decisions made by the Board

Decision Register

How to export to PDF a copy of the Decision Register

Download the Decision Register

BoardPro Limited

Login to BoardPro

Find answers and get help from Intercom Support and Community Experts

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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.

{appName} in 60 seconds

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.