Board document management is the process of coordinating and sharing board documents and other material in a fair manner prior to, during and after meetings. The aim is for board members to be able focus on governance, not tedious manual processes and updating documents. It can be a hassle and time-consuming for directors to coordinate and manage meetings-related information using patchwork solutions like Dropbox, email or couriers.

A robust board management software program can dramatically reduce these pain points and improve your organization’s effectiveness communication, overall governance effectiveness. With features such as the ability to communicate, digital voting tools and meeting minutes, among others board portal software can assist in automating a variety of aspects of your Board of Directors’ meetings.

Using the right software makes it easy for your team to prepare digital board books in a matter of minutes instead of hours. You can import folders, utilize pre-saved templates or start from scratch and share the board book with just one click. E-signature features make it fast and simple to sign documents and track their status in real-time.

During meetings Board members can log into the system and instantly read here access all documents related to the agenda items. This removes the need for directors to share links to different versions. It also ensures that your board’s vital information is accessible at any time. Directors are also able to access meeting files and other documents during meetings making it easier for them to keep up with organizational updates and make sure that their board book is current.