Simplify and digitise your entire board operations with Boardfolio. Boardfolio is a board portal packed with essential features that enable more efficient board administration and provides a secure platform to access information and collaborate in real-time.Get a Demo
Boardfolio provides a single place to manage meetings across your board, committees, and teams, from agenda building, minutes taking to archiving as official records.
Every board meeting has its own dedicated file repository, meeting agenda, board pack, and meeting minutes. Meetings give users one-stop access to all the content related to a meeting or topic in the past, present, or future.
Set up your meeting, just like a calendar invitation. Add details such as date/time, location, and add portal users, or even external people, as meeting attendees.
Notify your attendees to formally invite them to the meeting. Publish the meeting and send a meeting invitation via the portal and in email.
Track meetings in calendar apps. Meeting details can be exported as an .ics file. Even easier, meeting invitations and update emails come with the .ics attached.
Works with any video or audio conferencing solution. Simply insert the meeting link,and attendees can launch the session directly from the Boardfolio meeting.
With built-in board meeting agenda software, you can effortlessly create detail-rich, digital agendas, and instantly share it with your attendees.
Add board meeting topics as agenda items. Define the duration, presenter, or add a description to help attendees anticipate the discussion points.
Easily reorder agenda items by drag and drop. Changes are saved automatically.
Create agenda sub-items with up to 2 levels of indenting under an agenda item. Or add sections to divide the agenda into segments.
Download the agenda as PDF. Allow your attendees to download the agenda as a PDF document for offline use or distribution.
Boardfolio's board meeting minutes software lets you capture notes, assign action items as tasks, and distribute and archive the final minutes with a few clicks.
Record meeting attendance by marking individual attendees present, or absent, in the Attendance Tracker.
Write minutes using Notetaker. You can type notes by agenda items or by using the free-form composer.
Submit draft minutes for review. Collect feedback and comments from relevant persons before publishing the minutes to the wider audience.
Export the full minutes as a PDF. Once your minutes are finalised, you can export them into a professionally formatted PDF document.
The Board Pack Builder is the easiest and fastest way to compile digital meeting packs and share them with your attendees in real-time. With our software, board packs are always up-to-date and edits can be made on the fly.
Upload meeting documents to the file repository of the meeting, up to 10 files at a time. Whether it's a PowerPoint or an Excel spreadsheet, Boardfolio supports just about any document file type.
Meeting files are arranged by their related agenda items in the board pack. You can link multiple files under an agenda item and configure the order the files are presented in the pack.
When files are linked to agenda items, the digital board pack is automatically compiled in the background. Publishing the board pack opens up its visibility to your meeting attendees.
Version control helps ensure you are presenting the most up-to-date files in the board pack. Replace an existing file with a new version, and it will take effect immediately for all users. You always have access to the full version history.
Have flexible controls over who has access and which permission level over every item in the board pack. Files Permissions helps you manage confidentiality of information.
You can enable download options for individual files in the pack or a fully assembled pack, with separator pages, automatic page numbers, a cover page and the agenda in a single PDF file.
Board Pack Reader
The Board Pack Reader is for board members to review all documents, whether reports, spreadsheets, or presentations associated with a meeting in a one place. Jump between different sections, markup or annotate directly on pages, or engage in a content-specific discussion with other participants, on any device, securely. Our board pack software makes preparing for meetings easier and more effective.
The Board Pack Reader comes with built-in annotation software that lets you markup, comment, and make notes directly on the document pages while reviewing the board pack – just like you can with paper, only more powerful. Annotations are always private to the user. Want to leave a note for other participants? Leave a Shared Note.
The Dashboard gives you a quick overview of your priorities, with one-click access to available meeting materials, pending digital signature requests and the Spaces you belong to.
Multi-board Single Sign-on
Serving on multiple boards? Get single sign-on to access and easily switch between multiple boards from one Boardfolio portal or even different Boardfolio portals.
Retrieve the content of an archived meeting at any time from its related Space or your personal meeting directory. With our board meeting software, you have access to full board documents and records at your fingertips.
Choose any PDF document from a meeting file repository and create a signature request. Specify a due date and time.
Add one or more signers to the signature request and designate a signature field for each signer on the document.
Submit the request to collect signatures. Track each individual signature status and their overall progress in real-time.
Get notified through the app and email of signature requests. Launch the request, review the document, and sign with your digital signing certificate.
Board work and communications should not be confined to physical boardrooms or meetings. With Boardfolio's board meeting software, board members can collaborate seamlessly no matter where they are.
Boardfolio provides a flexible model that allows you to group information in accordance with your organisational or governance structure and access policies.
Access and manage multiple boards, with their own set of users, administrators, and content security, segregated on a single portal.
Spaces enable grouping of users, communications, and meetings within your organisation. Create Spaces for board committees, special projects, or teams.
Space Role defines a user's permissions and access rights within a given Space. A user can have different Space Roles in different Spaces according to your internal policies.
Boardfolio is compatible with Chrome, Firefox, Safari and Microsoft Edge (Chromium) web browsers across Windows, macOS, iOS, iPadOS, and Android devices. No installation is required. The Boardfolio App is also available for iPhones and iPads.
Our modern board management software is meticulously designed for users for all technical levels. Setting up is effortless, and your board members can start using it with minimal to no training. And if you are stuck, there are plenty of ways to get help.
Boardfolio is built on advanced security technologies to protect sensitive information and documents.