BoardCloud Features

Agenda creation with multi-level sections

Create professional agendas using structured sections that mirror real board packs.

Drag-and-drop agenda building

Reorder items instantly and keep your pack aligned to the flow of the meeting.

Board packet progress visualization

See what’s complete, what’s missing, and what still needs review at a glance.

Document collation per agenda item

Attach supporting documents directly to the agenda so everything stays together.

Meeting scheduling & invite dissemination

Create schedules and send invites and packets efficiently and consistently.

Calendar integration

Integrate meeting invites into member calendars to reduce missed meetings.

Lightning-fast board packet generation

Generate meeting packs on demand, with full version history.

Minute creation, distribution & versioning

Capture minutes during or after meetings, distribute updates, and keep a clean history.

Attendance register + carried motions

Automatically maintain a record of attendance and the decisions carried in the meeting.

Review workflow for packs and minutes

Send packs/minutes to selected members for review with clear collaboration boundaries.

Meeting chat with permanent history

Each meeting includes its own chat — before, during, and after — with history retained.

Real-time decision tracking

Support structured decisions with clarity on what was agreed, when, and by whom.

Upload large documents

Upload and share large board documents without friction.

Import Microsoft Office files

Bring in Word, Excel, and PowerPoint files as part of your board packs.

Import PDFs, images, text and MSG

Support common governance document formats, including email-based source material.

Create documents directly from agenda items

Generate and manage documents as part of the meeting workflow.

Secure repository for board documents

Store and share board materials in a controlled, permissioned environment.

Version control and revision history

Keep a full trail of revisions so the board always knows what changed and when.

Private and shared annotations

Comment, highlight, and draw — privately or shared with reviewers.

Approve documents using e-signature

Move approvals forward with secure electronic signing workflows.

Full-text search of packs and minutes

Find any document or past decision using Google-style search across packs and minutes.

Meeting resources library

Attach supporting resources to a meeting — documents, links, and more.

Link YouTube videos as supporting material

Include video references alongside documents for richer context.

Real-time shared meeting surface

Collaborate in real time during review and meeting moments that require alignment.

Shared review of packets and minutes

Enable structured review workflows for members and reviewers.

Meeting chat before, during, and after

Keep conversation contextual to the meeting, with permanent history.

Guest member invites

Invite guests safely — they only see the agenda sections they’re invited to.

Forms and surveys

Create surveys and governance forms (e.g., interests, evaluations) with long-term history.

Voting & decision support

Capture votes and decisions clearly and keep a traceable outcome record.

Meeting analytics & engagement

Understand member engagement using page views, time on pack, and activity signals.

Attendance register report

Generate attendance records suitable for governance reporting and audits.

Resolutions register

Maintain a searchable history of resolutions for oversight and compliance.

Boards & committees register

A central record of boards and committees for administrative clarity.

Meeting logs and system audit logs

Retain activity logs for operational visibility, governance, and investigations.

Document views by member

Understand who accessed what — supporting accountability and engagement management.

Role-based access control

Control access by role and committee membership for least-privilege governance.

Secure access from any location

Enable secure remote access for board members without compromising control.

AES encryption for documents

Protect sensitive board material with strong encryption.

Remote locking of member accounts

Disable access quickly when governance risk requires immediate action.

Customizable permissions for data access

Fine-tune access rules to match board structures and confidentiality requirements.

Full, detailed audit trails

Maintain traceable activity records to support compliance and governance assurance.

No source documents stored on servers

Reduce exposure by avoiding storage of original source documents (as per your model).

SharePoint integration

Publish packets and minutes into SharePoint workflows where required.

Microsoft Teams integration

Create meetings with Teams integration for smoother meeting access.

Zoom integration

Create meetings with Zoom integration where Zoom is preferred.

Year calendar for meetings and events

View past, present, and upcoming events by committee membership.

Committee management (unlimited)

Create unlimited committees with committee-specific pack covers and resources.

Committee resources (documents + video)

Maintain committee-specific libraries for consistent governance support.

Desktop + mobile browser support

Works across major browsers and avoids app installs for faster onboarding.

New customer onboarding services

Onboarding for members and committees, including loading history and training.

Training + support

End-user and admin training, office hours, plus 24/7 emergency support.