About 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.

Key benefits of BoardDocs

• 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.

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Images

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BoardDocs video
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Features

Total features of BoardDocs: 39

  • Access Controls/Permissions
  • Action Item Tracking
  • Action Management
  • Agenda Management
  • Alerts/Notifications
  • Approval Process Control
  • Attendance Tracking
  • Attendee Management
  • Authentication
  • Automatic Backup
  • Board Meetings
  • Calendar Management
  • Collaboration Tools
  • Committee Meetings
  • Content Library
  • Document Management
  • File Sharing
  • Goal Setting / Tracking
  • Internal Meetings
  • Legislative Meetings
  • Materials Management
  • Meeting Management
  • Meeting Notes
  • Meeting Preparation Tools
  • Member Directory
  • Minutes Management
  • Office Directory
  • Policy Management
  • Polls/Voting
  • Post-Meeting Tools
  • Remote Access/Control
  • Social Advertising
  • Strategic Planning
  • Tagging
  • Task Management
  • Video Conferencing
  • Voting Management
  • Website Integration
  • Workflow Management

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Nasdaq Boardvantage

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Reviews

Overall rating

4,7 /5
(58)
Value for Money
4,7/5
Features
4,6/5
Ease of Use
4,8/5
Customer Support
4,8/5

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Showing 5 reviews of 58
Priscilla T.
Overall rating
  • Industry: Education Management
  • Company size: 1 001-5 000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

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

Reviewed on 2018/03/27

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.

Renee B.
Overall rating
  • Industry: Education Management
  • Company size: 1 001-5 000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

BoardDocs for Board Meetings

Reviewed on 2020/11/06

BoardDocs is a great addition to efficiently run our Board Meetings. The BoardDocs help line is...

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.

Cd A.
Overall rating
  • Industry: Education Management
  • Company size: 5 001-10 000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Makes life and meetings easier

Reviewed on 2021/03/30

Wonderful! My board has 22 regular meetings each year. This has helped us consolidate tens of...

Wonderful! My board has 22 regular meetings each year. This has helped us consolidate tens of thousands of documents and saved us thousands in paper each year.

Pros

Easy interface and loads of storage which makes meetings highly functional. Large organizations with voluminous paperwork will GREATLY benefit from this software.

Cons

You will need a laptop or desktop computer, and they need to get a better app. This is still in the development stages.

Christine H.
Overall rating
  • Industry: Education Management
  • Company size: 1 001-5 000 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Reduces public transparency

Reviewed on 2020/01/24

Miserable and not a single other Community member has had a positive reaction to this subtle way to...

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.

Donna I.
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

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

Reviewed on 2018/04/02

Greater efficiency and organization

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.

Showing 5 reviews of 58 Read all reviews

BoardDocs FAQs

Below are some frequently asked questions for BoardDocs.

BoardDocs offers the following pricing plans:

  • Starting from:
  • Pricing model: One Time License
  • Free Trial: Not Available

Contact BoardDocs for detailed pricing and quotes.

We do not have any information about BoardDocs features

BoardDocs has the following typical customers:

11-50, 51-200, 201-500, 501-1 000, 1 001+

BoardDocs supports the following languages:

English

BoardDocs supports the following devices:

We do not have any information about what integrations BoardDocs has

BoardDocs offers the following support options:

Email/Help Desk, Knowledge Base, Phone Support, 24/7 (Live rep)

Related categories

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