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BoardBook Administration and Meeting Management Help

BoardBook Administration and Meeting Management Help

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Below you'll find that our support materials are listed in sections by subject or general category:

Best Practices

These documents will cover some of the best practices we and our customers have found:

Foundation Information

These resources will give you a basic understanding of some key concepts that will appear in numerous other documents and videos:

Creating the Meeting

Working with the Agenda

Meeting Documents

Releasing the Meeting

Meeting Management and Minutes Tools

After the Meeting

Other Subjects

Working with Meeting and Report Templates

Working with Committees

Committees give you a way to identify groups that have their own meetings and or manage access to attachments and documents based on membership in the Committee or Permission Group.

Working with Users

Once you have a good feel for adding and managing Meetings and Agendas, it’s time to work with your users:

Working with Settings

Settings can fine tune your BoardBook experience:

Advanced Features

These include Goals, Online Documents and Policies, and Organizational Branding. Please review these handouts: