General features

Getting Started - knowing your Boardfolio Dashboard
This guide applies to everyone who uses Boardfolio for meetings. Dashboard is the landing page every time you log in to Boardfolio: Glances is ...
Mon, 10 May, 2021 at 12:26 PM
Boardfolio explained - Organisation, Spaces and User Roles
A Boardfolio portal is divided into multiple levels to segregate information, providing a flexible model to fit your organisational or board structure. This...
Mon, 10 May, 2021 at 2:14 PM
Where can I find the Board Pack?
You can find the Board Pack and other documents within meetings. There are two ways to open it: 1. On any meeting list, the Board Pack shortcut will ...
Tue, 27 Apr, 2021 at 6:01 PM
Tasks - create, assign and complete
TasksĀ can be created to remind users to complete them before due dates. There are two types of tasks: general taskĀ and Meeting Task which is associated with...
Mon, 10 May, 2021 at 12:21 PM
Signing Documents with Digital Signature
Digital signature is a type of e-signature created in the form of certificate-based identity. When a signer electronically signs a document, the signature i...
Wed, 28 Apr, 2021 at 12:04 PM
Using the document viewer
All supported document files are opened with the built-in document viewer in Boardfolio. It has a number of features to let you read easily in most browsers...
Tue, 27 Apr, 2021 at 6:19 PM
Changing your email notification preferences
Specific actions will trigger email notifications to be sent out automatically to recipients or administrators. You can edit your preferences to choose to r...
Fri, 16 Oct, 2020 at 3:31 PM
Uploading Your Signing Certificate for Digital Signatures
To sign a document, you may be asked to first upload a digital signing certificate issued by a recognised certification authority in your applicable jurisdi...
Tue, 27 Apr, 2021 at 6:20 PM
Annotations in documents and Board Pack
You can make annotations when viewing a document or Board Pack in the portal. Click on the Tools button on upper right of the document viewer to open t...
Tue, 13 Aug, 2019 at 3:41 PM
Connecting Your Account to a New Organisation
Boardfolio lets you access multiple organisations using only one set of login credentials. The link-up process is automatic and it applies to both organisat...
Mon, 10 May, 2021 at 12:18 PM