Board software helps your organization avoid printing out and assembling hundreds of pages of documents by creating a live, digital board packet. But how exactly will your meetings and meeting prep benefit from that newly formed, online packet?
The board packet doesn’t have to be uploaded as a single document
One of the difficulties of creating a board packet is that its sections often come from various members of an organization.
Because of that, it can be a long and tedious process to organize those sections into a single document. With board software, you can add documents piece by piece while associating each document with a particular agenda item.
As you upload documents to the software, they are automatically converted into pdf format and are merged into the board packet as a whole. You can also adjust where it appears in the packet simply by rearranging the agenda.
You can add digital notes and annotations
Whether you’re taking notes before a meeting or jotting down some next step plans during a meeting, we know that board members need to be able to interact with their board packet. Board software offers an easy-to-use notes feature that allows members to click anywhere on the board packet and add a note—either by typing it post-it-note style or by using drawing on their touchscreen.
These notes are easy to access at a later date and are especially helpful for members who want to remember particular questions or comments. There’s also typically a highlighter tool to help members make important items stand out.
You can search for specific information and change pages easily
Navigating the board packet is an intuitive process. Using the search tool, you can search for a specific word or phrase that appears any where within the board packet. This simplifies the navigation of multiple pages of documents by helping members get to exactly what they’re looking for in the blink of an eye.
Not to mention, you can move between pages using several different tools: by using the page slider, by selecting an agenda item, or simply by flipping to the next page.
You can access old board packets any time
Let’s say that you’re sitting in a board meeting and you want to access the reports from a meeting that happened three months ago. Unless you like to lug around lots of paper, you probably don’t have immediate access to that information.
Digital board packets are saved perpetually, unless an administrator on your account decides otherwise. In other words, board software gives you immediate access to old documents any time you’re logged into your account.
You can compare data or meeting notes from three months ago with the new, updated information in a matter easily.
Board portal software is changing the way boards operate by making the board packet a more accessible and efficient document.
Schedule a demo with us today to learn more about how Directorpoint can streamline board meeting preparation, and increase member engagement.