Automate your meeting agendas and packets with a simple, consistent process. Eliminate time consuming manual tasks and focus on important issues instead. Let each board member manage content the way they want.
BoardSync is customized to suit your individual design needs and unique approval process. Create and manage content with custom design templates, wording, numbering and ordering - along with a public portal that matches your website.
Gain control over user security; users can only see the functions they’re allowed to access. Easily identify attachments for limited access based on staff or security level.
Easily track all key item information, and create tasks and to-dos with reminders. BoardSync supports PDF, Word, Excel, PowerPoint and image files, with simple drag and drop ordering of all supporting documents.
No more chasing approvals, phone or email tag. This powerful approvals engine streamlines routing, email notifications, and manages backup approvers. Even last minute changes are a breeze.
Create any size agendas and packets in just seconds. Easily build different versions based on confidential materials inclusion. Publish immediately to your organization’s public portal for instant transparency.
Efficiently deliver packets of any size by paper, email, Dropbox, download, or board portal. BoardSync is optimized for all devices including desktops, laptops, tablets and mobile phones.
BoardSync automatically organizes and stores all of your meeting content, so it’s easy to retrieve what you’re looking for in no time. Search includes past items, attachments, minutes and agendas by keyword, date range, and more.
Clear reporting provides insight on progress and goals.
