BoardCloud Full Feature List

All BoardCloud Features in One-Big-List

Meeting Management

Agenda Creation

• Production of professional meeting agendas and minutes
• Drag and drop agenda creation
• Immediate visualization of board packet progress
• Collation of meeting documents
• Multi-level agenda sections

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

Meeting Scheduling & Notifications

• Easy creation and management of meeting schedules
• Efficient dissemination of packets and meeting invites
• Integration with popular calendar applications
• Invite integration into board members calendars

Board Packet Generation

• Lightening quick generation of meeting packets on demand
• Full versioning and history

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

• Packs and minutes can be sent to selected members for review

Document Signatures

• Approve documents using e-signature

Annotations

• Private annotations and editing of documents and packets
• Shared annotations for reviewers or packets 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
• Page views
• Time of 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 packets

Meeting Resources

• Store any number of supporting documents for any meeting
• Link YouTube videos

Collaboration Tools

• Real-time shared meeting surface
• Shared review of board packets and minutes
• Real-time voting and decision tracking

Integrations

• SharePoint integration for published packets and minutes
• Zoom integration for created meetings
• Teams integration for created meetings

Year Calendar

• Calendar 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

Security

• Role-based access control
• Secure accessibility from any location
• All documents are AES military grade encrypted
• Remote locking of member accounts
• No source documents are 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
• 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 packet and minute history

Training

• End user and administrator training.

Support

• Office hours
• 7 by 24 emergency support