Board Document Management Made Easy

Board document management is the process of managing and sharing board documents and materials in a fair manner prior to, during and after meetings. The aim is to let members to focus on governance and not long-winded manual processes and updates to documents. Without an automated board management tool organizing and sorting out meeting-related information using patchwork solutions like email and couriers or Dropbox could be costly, time-consuming and stressful for directors.

A robust board management software program can significantly eliminate these problems and enhance your organization’s effectiveness, communication, and overall governance effectiveness. By utilizing features like messaging capabilities, digital voting tools meetings minutes, and more Board portal software can aid in the automation of many aspects of your Board of Directors’ meetings.

The right software allows your team to create digital boards in a matter of minutes, not hours. You can import folders, make use of templates that are already saved or start with a blank slate — and then share the board book in a single click. E-signature features allow you to speedily and easily to sign documents and track their status in real-time.

During meetings Board members can log in and immediately access all documents related to agenda items. This means that there is no need to email individual directors with links to different versions of the same file and ensures that the information that your board needs is accessible from anywhere. Directors can also access meeting documents and other materials during meetings. This lets them stay up to date with organizational updates and make sure that their book of directors is up-to-date.

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