Learn More About BoardBook
Phone: 888.587.2665
Email: support@boardbook.org

Support

Providing exceptional customer support is important to us. Our support team is available Monday through Friday, 7:30 a.m.–6 p.m. (CST). Contact us by phone (888.587.2665) or e-mail. We also offer free, one-on-one training!

Frequently Asked Support Questions

Have a question about BoardBook and what it can do for you? Here are some of the top questions we get. If these don’t cover what you are looking for, contact us.

Getting Started

Who uses BoardBook?
How long has BoardBook been in business?
Does Workflow cost extra?
Are there additional fees for training?
Is Internet access required?
What are hardware and software requirements?

Board Members

Does BoardBook provide accessible support?
Can I print an entire agenda packet?
Can I search previous meeting packets by keyword?
How do I add notes to my agenda packet?
Can I view the board packet offline?
Can board members contact each other or share information within the program?

Administrative Staff

What kind of documents can I upload to BoardBook?
Can the meeting agenda be customized?
Will BoardBook paginate agenda attachments?
Does BoardBook provide e-mail notifications?
Can previous agendas in the program be copied or imported to a new meeting?
Does BoardBook have a feature to reorder items and attachments in the agenda?
Is it possible to make last-minute changes to the agenda?
Can BoardBook help with creating minutes?

Leadership Teams

Can we go paperless and still print an agenda packet for a guest or board member when necessary?
Is there an option to post documents for the public?
Can we create different versions of the agenda packet?
Can our leadership team review the agenda packet before it is sent to the board?
Can I add a presentation to the packet?
What about an approvals workflow?
Do we have to convert attachments to PDF before adding to the agenda in Workflow?

Still have more questions?

Contact us directly for more support.

Phone
888.587.2665

E-mail
support@boardbook.org

Visit our Contact Us page for more ways to get in touch with us.