BoardCloud Full Feature List 2024
BoardCloud Full Feature List
All Board Portal Features in One Big List
New features added: Jan 2024
Meeting Management
Agenda Creation
- Production of professional meeting agendas and minutes
- Drag and drop agenda creation
- Immediate visualisation of board pack progress
- Collation of meeting documents
- Multi-level agenda sections
- Agenda cloning for standard meeting layouts
Document Handling
- Upload of large documents
- Import Microsoft Office (MS-Word, EXEL, PowerPoint) documents
- Import PDF, image, text and .MSG files
- Creation of new documents directly from the agenda
- Secure document repository for storing and sharing board-related documents
- Version control and document revision history
- Rotate documents
- Refresh a loaded document
Meeting Scheduling & Notifications
- Easy creation and management of meeting schedules
- Schedule and publish one-day or multiday meetings
- Efficient dissemination of packs and meeting invites
- Integration with popular calendar applications
- Invite integration into board members calendars
- Update published calendar invites
Tasking & Task Notifications
- Tasks can be setup against agenda and minute items
- Full task tracking and follow-up
- My Tasks dashboard for users and administrators
Meeting Presentation
- Conduct remote or hybrid meetings
- Present and collaborate in real-time
- In-meeting chat
Board Pack & Minutes Generation
- Lightening quick generation of meeting packs and minutes
- Build packs in real-time
- Full versioning and history
- Distribution of board packs and meeting minutes
Minute Creation and Management
- Minute taking during or after meetings
- Minute distribution and versioning
- Task system integrated into minutes
- Lists attendance with an attendance register
- Lists carried motions
Board Pack Review Process
- Easy to use complete review cycle
- Reviews can be sent to one or many reviewers
- Packs and minutes can be sent to selected members for review
Document Signatures
- Approve documents using e-signature
- Round-robin signatures during meetings
Annotations
- Private annotations and editing of documents and packs
- Shared annotations for reviewers or packs and minutes
- Allows for text comments, highlighting and drawing
Voting & Resolutions
- Creation and distribution of resolutions for voting
Meeting Chat
- Each meeting has its own chat
- Members can chat before, during and after meetings
- Chat history is saved permanently
Forms and Surveys
- User-friendly forms and survey creation
- Many types of forms and surveys
- Long-term history of completed forms, such as Directors Interests and Evaluations
Meeting Analytics
- Full analytics of member engagement
- Detailed pack reading activity
- Metrics include individual pack page views and time on page
Guest Members
- Simple guest invites
- Guests only see agenda section they are invited to
Full Text Search of Packs and Minutes
- Google like search functionality for past and present packs
Meeting Resources
- Store any number of supporting documents for any meeting
- Committee reading rooms
- Link YouTube videos
Collaboration Tools
- Real-time shared meeting surface
- Shared review of board packs and minutes
- Real-time voting and decision tracking
Integrations
- SharePoint integration for published packs and minutes
- Zoom integration for created meetings
- Teams integration for created meetings
Calendars
- Monthly meeting planner
- Year planner for past, present and upcoming events
- Events shown based on committee membership
Committee Management
- Unlimited committees
- Pack covers per committee
- Committee resources, can include documents and video material
- Committee Membership Register
Security
- Role-based access control
- Secure accessibility from any location
- All documents are AES-256 military grade encrypted
- Remote locking of member accounts
- No source documents are ever stored on our servers
- Customizable permissions for data access
- Full, detailed audit trails
Reports (include the below)
- Attendance Register
- Member Activity
- Document Views by Member
- Meeting Engagement
- Boards and Committees Register
- Resolutions Register
- Task Reports
- Meeting Logs
- System Audit Log Logs
Platform Support
- Support for desktop and mobile platforms
- Works on Chrome, Internet Explorer/Edge, Firefox and Safari
- Does not use mobile apps to enable quick and easy member onboarding
New Customer Onboarding Services
- Full onboarding of members and committees
- Loading of pack and minute history
Training
- End user and administrator training
- In-person training can be booked via shared calendar
- Groups can be booked for ah-hoc sessions
- Unlimited training
Support
- Office hours
- Unlimited support for admins and members
- 7×24 emergency support