BoardDocs

Governance that benefits the community

4,7 /5 (58 reviews) Write a Review!

BoardDocs Overview

What is BoardDocs?

BoardDocs is a web-based business governance and board meeting management solution designed to serve small and midsize education sector companies. As a complete board management solution, it lets users set meeting agendas, communicate goals and objectives to board members prior to meetings, send meeting invites and manage other key activities. BoardDocs is available in three variants - BoardDocs LT, BoardDocs Pro and BoardDocs Plus.

BoardDocs Pro is a comprehensive board management solution, offering tools that help in agenda planning, conducting meetings, organizing content and setting mandatory policies for meetings. The homepage or meeting dashboard displays the schedules for upcoming meetings. The meeting area contains essential information such as support content, discussion points and meeting minutes. Users can download and export meeting documents in various formats or can even directly print information if required. BoardDocs' built-in notepad feature allows members to make annotations during meetings, which can be kept private or can be shared with the entire board.

BoardDocs LT is a lite version of BoardDocs Pro, suitable for startups and small businesses looking for a paperless meeting solution with more basic features.

BoardDocs Plus is an extension to BoardDocs Pro wherein each governing body in the organization can set up separate confidential meetings with restricted administrative access, usually required by midsize and enterprise level organizations.

Other features include a content library to store meeting content in organized categories, role-based data access permissions on the basis of business role, context sensitive search to find content using associated tags, keywords and website integrations.

BoardDocs Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Contact BoardDocs for detailed pricing and quotes.


BoardDocs Features

Devices
Business size
S M L
Markets
United States, Canada
Supported Languages
English

Media

Search meeting and policy content from a central library
View upcoming meetings for all users
Configure or set policies for all types of meetings
Set up a homepage which shows business information and meeting schedules
Send meeting invites to users
BoardDocs video BoardDocs video BoardDocs screenshot: Search meeting and policy content from a central library BoardDocs screenshot: View upcoming meetings for all users BoardDocs screenshot: Configure or set policies for all types of meetings BoardDocs screenshot: Set up a homepage which shows business information and meeting schedules BoardDocs screenshot: Send meeting invites to users

BoardDocs Reviews

BoardDocs Reviews

Overall rating
4,7
/
5
Excellent
47

Very good
9

Average
1

Poor
0

Terrible
1

Value for Money
4,7
Features
4,6
Ease of Use
4,8
Customer Support
4,8
97% recommended this app
Priscilla T.

As a past executive secretary to the school board in St. Charles Parish, I used BoardDocs...


Donna I.

BoardDocs has been a game-changer for our district. Easy implementation!

Greater efficiency and organization


Renee B.

BoardDocs for Board Meetings

BoardDocs is a great addition to efficiently run our Board Meetings. The BoardDocs help line is always extremely helpful and efficient with their responses and response time.


Christine H.

Reduces public transparency

Miserable and not a single other Community member has had a positive reaction to this subtle way to make the workings of a large public institution just a little more inaccessible.


Debra F.

There is nothing not to love about BoardDocs!

Using BoardDocs has solved the issue of printing the agenda and all exhibits for every board member prior to each meeting. Reams of paper were used throughout this process. If you noticed a mistake after agendas were printed, you needed to reprint the portion where the changes were made. Changes in BoardDocs is so simple and takes less than a minute to accomplish.


Priscilla T.
Industry: Education Management
Company size: 1 001-5 000 Employees

As a past executive secretary to the school board in St. Charles Parish, I used BoardDocs daily!

Used Daily for 2+ years
Reviewed on 2018/03/27
Review Source: Capterra

Pros

The software is a tremendous Time savings for my position. The accuracy of voting and record keeping is top quality, the transparent for constituents is absolutely amazing and acceptable. The fact that users submit agenda items with attachments if need be is a plus! Capability of making corrections is a big help to me. . Record keeping is definitely a plus! The customer service is quick and knowledgeable. They are very friendly and efficient with concerns and returning phone calls.

Cons

I can honestly say that since day one of using the board docs software we have had no downtime, no issues, and no major problems . I cannot think of any cons with the software. The annual conference is great but could use more sessions for users with more experience. Otherwise, I have no problems or suggestions for the program. We have implemented almost 99 percent of the software options. Thanks for an amazing service!

Response from BoardDocs

Hi Priscilla, thank you for sharing this review! We are so happy to hear that you've had such a positive experience with the BoardDocs product and team.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Donna I.

BoardDocs has been a game-changer for our district. Easy implementation!

Used Daily for 2+ years
Reviewed on 2018/04/02
Review Source: Capterra

Greater efficiency and organization

Pros

The features and functionality of BoardDocs have exceeded our expectations and needs and have provided efficiencies beyond measure. The development and publishing of agendas and minutes is easy and hassle-free. Last minute changes are a breeze!

Cons

There is very little that I don't like about BoardDocs, and perhaps one of the only things I would change is the ability to quickly see and manage the "people" list and who is assigned to which committees. As we have a large number of committees, it is sometimes important to be able to see who is assigned to which committees overall.

Response from BoardDocs

Donna, we're so happy to hear that BoardDocs has been a game-changer for your district! Thank you for providing valuable feedback about committee assignments, and for taking time to write a review.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Renee B.
Industry: Education Management
Company size: 1 001-5 000 Employees

BoardDocs for Board Meetings

Used Daily for 2+ years
Reviewed on 2020/11/06
Review Source: Capterra

BoardDocs is a great addition to efficiently run our Board Meetings. The BoardDocs help line is always extremely helpful and efficient with their responses and response time.

Pros

BoardDocs is a user friendly program that allows us to efficiently create meeting agendas. Utilizing the approval tree process, as well as being able to create both draft and template meeting agendas saves time for staff. Using BoardDocs during meetings is an extremely easy and smooth process allowing us the ability to input comments, statements, and questions during the meeting.

Cons

One key feature missing with BoardDocs is the ability to create a template for meeting minutes. Having a customized template when producing minutes would save time and streamline the process for producing meeting minutes.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Christine H.
Industry: Education Management
Company size: 1 001-5 000 Employees

Reduces public transparency

Used Weekly for 6-12 months
Reviewed on 2020/01/24
Review Source: Capterra

Miserable and not a single other Community member has had a positive reaction to this subtle way to make the workings of a large public institution just a little more inaccessible.

Pros

Thinking about when this will no longer be used.

Cons

Documents jump around when you try to view them on a phone.
Impossible to load a document to your phone.
Very difficult to save documents to your own computer.
Difficult and inconsistent path to finding agenda for meetings from month to month.
Reduces transparency of College functions—seems designed to do that.
Should not be allowed for use in public institutions.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 0.0/10

Debra F.
Industry: Education Management
Company size: 201-500 Employees

There is nothing not to love about BoardDocs!

Used Daily for 2+ years
Reviewed on 2020/08/10
Review Source: Capterra

Using BoardDocs has solved the issue of printing the agenda and all exhibits for every board member prior to each meeting. Reams of paper were used throughout this process. If you noticed a mistake after agendas were printed, you needed to reprint the portion where the changes were made. Changes in BoardDocs is so simple and takes less than a minute to accomplish.

Pros

BoardDocs is so easy to navigate through. I especially like the search function when I need to find a specific item that has been previously approved. I also like how the user receives policy updates through the Pro version of BoardDocs.

Cons

At this time, I do not feel that BoardDocs is lacking in any area and it was actually quite easy to teach to all the other users.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,6/10
Based on 58 user ratings
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BoardDocs Pricing

BoardDocs Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Contact BoardDocs for detailed pricing and quotes.

Contact BoardDocs for detailed pricing and quotes.

Value for Money
4,7/5
Based on 58 user ratings
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BoardDocs Features

BoardDocs Features

API
Access Control
Activity Dashboard
Activity Tracking
Automatic Notifications
Chat
Collaboration Tools
Collaborative Workspace
Commenting
Customizable Branding
Data Import/Export
Document Management
Document Storage
Drag & Drop Interface
File Management
Permission Management
Reporting & Statistics
Search Functionality
Third Party Integration
Workflow Management
Features
4,6/5
Based on 58 user ratings
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Categories

Additional information for BoardDocs

Additional information for BoardDocs

Key features of BoardDocs

  • Access control
  • Advanced document workflow
  • Approval process management
  • Central library
  • Collaboration management
  • Customizable email notifications
  • Daily backups
  • Define agenda and policies
  • Document publication management
  • Goal management and tracking
  • Goals with KPI support
  • Member directory
  • On-line voting option
  • Public and private annotations
  • Record all actions during board meetings
  • Schedule and conduct meetings
  • Social sharing on different platforms
  • Strategic planning
  • User & security administration
  • Website integration

Benefits

• BoardDocs allows businesses to set meeting agendas, define policies and create goals with KPI support.

• A personalized portal for each board member allows them to keep track of their meeting schedules, manage meeting content, build meeting minutes and make notes.

• Context sensitive search enables users to search content from a centralized library using associated tags and keywords.

• Businesses can integrate BoardDocs into their website, which allows users to schedule meetings, send invites and set alerts for meetings directly from the website.

• The solution provides the ability to set roles and permissions for different users and administrators via BoardDocs Manager.

BoardDocs FAQs

BoardDocs FAQs

Below are some frequently asked questions for BoardDocs.

Q. What type of pricing plans does BoardDocs offer?

BoardDocs offers the following pricing plans:

Pricing model: Subscription

Free Trial: Not Available

Contact BoardDocs for detailed pricing and quotes.

Q. What are the main features of BoardDocs?

BoardDocs offers the following features:

  • Access control
  • Advanced document workflow
  • Approval process management
  • Central library
  • Collaboration management
  • Customizable email notifications
  • Daily backups
  • Define agenda and policies
  • Document publication management
  • Goal management and tracking
  • Goals with KPI support
  • Member directory
  • On-line voting option
  • Public and private annotations
  • Record all actions during board meetings
  • Schedule and conduct meetings
  • Social sharing on different platforms
  • Strategic planning
  • User & security administration
  • Website integration

Q. Who are the typical users of BoardDocs?

BoardDocs has the following typical customers:

Public Administrations

Q. What languages does BoardDocs support?

BoardDocs supports the following languages:

English

Q. What type of pricing plans does BoardDocs offer?

BoardDocs has the following pricing plans:

Subscription

Q. Does BoardDocs support mobile devices?

We do not have any information about what devices BoardDocs supports

Q. What other apps does BoardDocs integrate with?

We do not have any information about what integrations BoardDocs has

Q. What level of support does BoardDocs offer?

BoardDocs offers the following support options:

Phone Support, Knowledge Base, Online Support, Video Tutorials