Getting Started with Boards

This guide walks through the key steps for managing your Board portal - from setting up a meeting pack to archiving documents after the meeting.

1. Collaborating Prior to a Meeting

Confirm the key people who will be accessing the resources for the board meeting and what permission level they require. Consider whether any resources need approval before being added to the board meeting folder.

2. Setting Up the Board Pack

Your board portal will be set up with the following default folders:

Upload your board pack documents into the relevant folders, set the appropriate permissions, and notify board members when the pack is ready.

3. Setting Up an Agenda and Distribution

Using the News/Announcements module, you can set up your next Board Meeting agenda and communicate it to all board members, including a link to the current board pack files.

4. Adding New Versions

If you have an updated version of a board paper, use version control to ensure board members always read the most current document. Go to the relevant file and from the action dropdown menu select Edit/New Version, then upload the latest version.

A V2 badge will appear against the document title. To view a previous version, click the Info icon.

5. After the Board Meeting

Once the meeting is complete, move all current board pack documents into your Board Pack Archive folder. Go to the Current Board Pack folder, use the edit feature to select all files, then choose Move from the actions menu and select the Board Archive folder.