Board Document Management Made Easy

Board document management is the process of managing and sharing documents and other board materials equitably before, during and after meetings. The aim is to allow members to concentrate on governance and not lengthy manual processes and document updates. Without an automated tool for managing the board organizing and separating meeting-related information using different solutions like email and Dropbox or couriers can be time-consuming, costly, and a hassle for directors.

Having a robust board management software program will significantly reduce these problems and boost your organization’s effectiveness as well as communication and overall governance effectiveness. Board portal software, which has features such as electronic voting, messaging meeting minutes, and much more it can automate the majority of the aspects of Board of Directors meetings.

Utilizing the right software makes it easy for your team to create digital board books in minutes and not hours. You can import folders, or use templates that you have already saved. You can also begin with a blank slate. Then, share the board with only one click. E-signature features make it quick and easy to sign documents, and monitor their status in real-time.

During meetings, members of the board are able to log in and immediately access all the documents that are related to agenda items. This eliminates the need for directors to share links to different versions. It will also ensure that your board’s vital information is accessible from anywhere. Directors are also able to access meeting files and materials between meetings. This allows them to stay up to date with organizational changes and ensure that their board book remains up-to-date.