BoardBook Administration and Meeting Management Help

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What's New and Popular

• BoardBook Program Update March 2025 (pdf) added 3/21/25
• Best Practices - During the Meeting (pdf) - New 3/21/25
• Best Practices - Minutes (pdf) - New 3/21/25
• Best Practices - Templates (pdf) - New 3/21/25
• Best Practices - User Management (pdf) - New 3/21/25
• The Meeting Cycle (pdf) - New 3/21/25
• Agenda Item Requester Process (pdf) - Updated 3/21/25
• Online Documents - Fundamentals and Document Type Creation (pdf) - New 3/21/25
• Online Documents - Managing Files and Folders (pdf) - New 3/21/25
• Online Documents - Download a Policy Manual or other Document Collection (pdf) - New 3/21/25
• Sending a Meeting Notification (pfd) - New 3/21/25
• Understanding User Permissions (pdf) - Updated 3/21/25
• Using BoardBook with Google Drive and Google Workspace (pdf) - New 3/21/25
• Goals and Goal Management (video) - Updated 8/13/24
• Goals and Goal Management (pdf) - Updated 6/14/2024
• Postponing a Meeting (video) – New 5/15/24
• Postponing a Meeting (pdf) – New 2/26/24
• Working with Report Templates (pdf) - Updated 8/17/22
• Working with Committees (pdf) - Updated 8/13/24
• Working with Meeting Templates (pdf) - New 11/29/22
• The Board Member Experience (video)
• BoardBook Premier Quick Reference Sheet (pdf)

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:

• Best Practices - During the Meeting (pdf) - New 3/21/25
• Best Practices - Minutes (pdf) - New 3/21/25
• Best Practices - Templates (pdf) - New 3/21/25
• Best Practices - User Management (pdf) - New 3/21/25

Foundation Information

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

• Controlling Permissions to Agenda Item Fields and Attachments
• Quick overview of how the Meeting Status is used to control the Release of Meeting Materials
• The Meeting Cycle (pdf) - New 3/21/25
• Tour of the Home Screen

Creating the Meeting

• Creating a meeting
• Advanced Meeting Options 

Working with the Agenda

• Quick Tips – Working with Agenda Items (pdf)
• Import Agenda Items (video) 
• Copying items from another meeting (video)
• Deleting, deactivating and tabling items in the agenda  (video)
• Adding Items or Sub-items to the Agenda (video)
• Adding Sub Items or Changing an Item’s Position (video)
• Reordering Agenda Items (video) 
• Editing an existing agenda item (video)
• Adding, deleting, and updating attachments (video)
• Attachments – Reordering and Renaming – updated (pdf)
• Use Attach Documents Tool to Update Attachments Across Multiple Items Simultaneously (video)
• Agenda Item Requester Process (pdf) - Updated 3/21/25
• Managing Links in BoardBook Premier (pdf)

Meeting Documents

• Adding Extras or Supplemental Resources (video)
• Downloading the Minutes Report (video)
• Downloading a PDF Packet (video)
• Downloading and Running the Agenda Report (pdf)
• Downloading a PDF Packet (pdf)
• How to Download the Meeting Materials (video)
• Working with Custom Documents, Agenda, Public Notice, Minutes (pdf)
• Configuring Page Numbers in Reports (pdf)

Releasing the Meeting

• Releasing the Meeting by Changing the Status (video)
• Sending a Meeting Notification (pfd) - New 3/21/25
• Cancelling a Meeting in BoardBook Premier (pdf)
• Update Meeting Status or Archive Multiple Meetings Simultaneously Using the Change Meetings Feature (video)
• Postponing a Meeting (pdf) 
• Postponing a Meeting (video)

Meeting Management and Minutes Tools

• Minutes Manager Tools (video)
• Minutes Management Tools in BoardBook Premier (pdf) - Updated 1/4/2023
• The Public Projector Screen (video)
• Leading the Meeting (pdf)

After the Meeting

• Uploading the approved minutes and completing the meeting (video)
• Custom Minutes with Attachments (pdf) - New 2/26/24

Other Subjects

• The Public Screen (video)
• Troubleshooting the Public Page (video)
• Managing Meeting Locations (pdf)
• Using BoardBook with Google Drive and Google Workspace (pdf) - New 3/21/25

Working with Meeting and Report Templates

• Understanding the difference between Meeting and Report Templates (video)
• Template Management Guide (pdf)
• Creating and Editing Meeting Templates (video)
• Working with Agenda, Notice, and Minutes RTF Templates (video)
• Working with Report Templates (pdf) - Updated 8/17/22
• Working with Meeting Templates (pdf) - New 11/29/22

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 Committees (pdf) - Updated 8/13/24

Working with Users

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

• Managing Users (pdf)
• User Management Guide (pdf)
• Add a New User (pdf)
• Resetting a User’s Password (pdf)
• Understanding User Permissions (pdf) - Updated 3/21/25
• User Management Best Practices (pdf) - New 11/15/22

Advanced Features

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

• Tier 2 Features (pdf)
• Goals and Goal Management (video) - Updated 8/13/24
• Goals and Goal Management (pdf) - Updated 6/14/2024
• Online Documents - Fundamentals and Document Type Creation (pdf) - New 3/21/25
• Online Documents - Managing Files and Folders (pdf) - New 3/21/25
• Online Documents - Download a Policy Manual or other Document Collection (pdf) - New 3/21/25
• Advanced Features – Online Documents (pdf) - Updated 2/26/24
• Electronic Voting (pdf)
• Organizational Branding (pdf)