Meeting Management

How to create meetings?
Users with “Manage meeting” permission in their role (such as Space Manager) can create meetings. 1. Go to Menu > (select a Space) > Manage Meetin...
Tue, 25 May, 2021 at 4:23 PM
How to create Board Pack?
Board Packs are stored in meetings. They can be created by uploading files and linking them to agenda items. To create a Board Pack, let's start by...
Tue, 25 May, 2021 at 4:41 PM
How to take minutes during meeting?
To take minutes during a meeting, go to Menu > Manage Meetings > Select a meeting > Minutes tab. 1. Meeting Information - the actual date, time...
Tue, 25 May, 2021 at 4:49 PM
How to create meeting tasks?
Meeting Tasks are related to a meeting. You can assign yourself or other users to complete the task. Assignees will receive notification when a task is assi...
Tue, 25 May, 2021 at 5:07 PM
How to make last minute updates to board packs?
Last Minute Updates Board Pack updates dynamically when you update agenda, existing files, and add or remove linked files in agenda item so that meeting at...
Tue, 25 May, 2021 at 5:31 PM
Creating and Managing Digital Signatures
Boardfolio's Digital Signature feature allows you to collect signatures on a meeting document from one or more Boardfolio users. To collect signatures,...
Wed, 5 May, 2021 at 4:30 PM
Creating and managing a meeting minutes review
Boardfolio's Minutes Review feature allows you to collect feedback on draft meeting minutes from one or more attendees. To invite others to participate...
Wed, 26 May, 2021 at 3:40 PM
Agenda Builder deep-dive
The Agenda Builder has a number of options to help you organise meetings with better time management, collate files into a board pack and customise the layo...
Tue, 25 May, 2021 at 5:55 PM
How to set file permissions?
File permission defines whether attendees have access to view, download or update a document in board pack. Setting permissions is useful in scenarios such ...
Wed, 26 May, 2021 at 4:34 PM
Notifying users about upcoming meeting
You can notify and remind attendees about the meeting by email. To notify attendees, Go to Menu > Select a Space > Manage Meeting > Select a m...
Wed, 26 May, 2021 at 4:37 PM