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Board Document Management Made Easy

Board document management is the act of managing and sharing board documents and other materials equally before, during and after meetings. The goal is to enable members to concentrate on governance and not long-winded manual processes and updates to documents. It can be a hassle and difficult for directors to coordinate and manage meeting-related data using patchwork solutions like Dropbox, email or couriers.

A solid board management system can help alleviate these issues as well as improve governance and communication and increase the efficiency of your organization. With features such as electronic voting, messaging tools as well as meeting minutes and more board portal software will aid in the automation of many aspects of your Board of Directors’ meetings.

The right software can allow your team to create digital books for your board in a matter of minutes, not hours. You can import folders or use templates that you have already saved. Or, you can start from scratch. Then, share the board’s contents with just one click. E-signature features make it fast and simple to sign documents, and monitor their status in real-time.

During meetings Board members are able to log in and immediately access all the documents related to the agenda items. This eliminates the need to email directors with links to different versions of the same file and ensures that all of your board’s most important information is accessible from any location. Directors can also access meeting documents and other documents between meetings. This allows them to keep up-to-date with organizational changes and ensure that their book of directors is current.

April 24, 2024

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