Board Document Management Made Easy

Board document management is a method that involves managing and sharing documents and materials for the board in a fair way in advance, during and after meetings. The aim is to allow members to focus on governance and not long-winded manual processes and updates to documents. It can be frustrating and difficult for directors to coordinate and sort out meeting-related data using patchwork solutions such as email, Dropbox, or couriers.

Having a robust board management software program can significantly alleviate these issues and boost your organization’s effectiveness as well as communication and overall governance effectiveness. Board portal software, which incorporates features like electronic voting, messaging meeting minutes, and more can be automated for many aspects of Board of Directors meetings.

The right software will allow your team to create digital boards in a matter of minutes, not hours. You can import folders, use pre-saved templates or start from scratch — then share the board package with just a single click. E-signature features allow you to speedily and easily to sign documents and track their status in real-time.

In meetings, board members can login to access all the documentation associated with agenda items. This eliminates the need for directors to send each other links to different versions. It will also ensure that your board’s essential information is accessible from anywhere. Directors can also access meeting files and other materials in between meetings. This allows them to keep up-to-date on organization updates and ensure that the board’s book is current.

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