Private document library
Upload files, create folders, choose document types, and manage staff access. Files are not shared with the board automatically.
Open document libraryKeep an original copy elsewhere. This library is not your only archive.
Dashboard
2027 planning
Checking the planning answers.Checking the planning answers.
Checking open items.
Application reviews
Application ReviewWaiting on the boardChecking the queue.
Checking assigned reviews.
Next meeting
All repliesChecking the meeting.
Seats and terms
Checking saved dates.Checking the roster.
Checking saved dates.
Checking the roster.
Directory
Copy entry link opens the member's sign-in page. It does not sign anyone in.
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Documents
A clear home for each kind of fileFiles for directors to review
Attach supporting files to a Board item. The item's audience controls who can read them. Keep the document with its discussion and decision.
Manage Board itemsManage update attachmentsApproved and signed minutes
Track approval and the Secretary's signature. Signed copies remain with the meeting record and appear in members' Board Rooms.
Manage meeting minutesNothing is copied, moved, or published by opening these tools.
Checking existing Board file lists...
Communications
Private Board Room messagesEmail and profile links
No members selected. Select members in Directory.
Email opens a draft in your own email app, with selected members in To. Send profile links emails a personal link to each selected member.
Sign-in invitation emails
Check selected members, or all current members if none are selected. This checks existing records only. It sends no email.
Message tools are available to the Executive Director.
Board work
Items, updates and meetingsBoard items
Items for the board room, the official record of what directors read, said and decided. Once an item is open it cannot be changed or deleted, only added to. Items about the Executive Director never appear here.
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Updates for the board
Posted to every board member's own dashboard. They see these the moment you publish.
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Meeting minutes
Once the board approves a set of minutes, record it here and send it to the Secretary to sign in DocuSign. When the envelope completes this marks itself signed and files the signed copy on every board member's dashboard. While anything sits unsigned you get an email once a week.
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Record approved minutes
The meeting the minutes cover, not today's date. This is what gets matched to the DocuSign envelope, so a month and a year need to be in there.
Post an update
Board members open updates by their link, without a password. Leave out member names, contact details and case notes.
Use this for anything large. A PDF hosted on this site opens right on their page. No size limit, unlike an upload.
Meeting RSVPs
Board activity log
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