Board document management involves making reviewing, sharing, and distributing documents for meetings of the board. This is typically done through email distribution and couriers for physical documents. Digital solutions, like online board portals are more secure and efficient in the preparation of meetings, document distribution, and the recording of board meetings.
A high-performing board thrives on efficient and effective communication. That’s why it’s essential to be able to access a platform that lets your board collaborate during the pre-, during- and post-meeting stage, including a collaborative workspace as well as digital voting tools and a platform to record minutes of meetings.
Board management software is the most efficient way to ensure that your board is ready for each meeting. This will enable your board to be productive, reduce frustration and stress, as well as help everyone stay focused on governing.
Prioritize Security
The information you store on the board platform needs to be protected regardless of whether it’s sensitive information about personnel, board-related documents or committee records. It is crucial to select a system for managing documents for your board that puts security first, provides world-class security features and makes it easy for admins and members to manage the permissions.
Make it easy for your board to prepare for each meeting with a simple dashboard view of all meetings scheduled and related documents. This will cut down on the time-consuming manual process of determining the best meeting times for all attendees and ensure that everyone is on the same page. This ensures that the directors of your board can access the most current version of your confidential documents. It also reduces the possibility of misplacing documents.
