Designed for use by board directors, today Boardtrac Plus provides the right solution for any event. With an intuitive and simple to use interface, Boardtrac Plus provides a simple and secure way to digitally organise, locate, read, review and share documents.
Why restrict your organisation’s usage to just board meetings? The end user portal has been built for scalability and use by thousands of users. Upload groups of users via .csv files and organise them via an organisation hierarchy. Organising meetings, distributing documents and inviting attendees has never been easier!
With Boardtrac Plus, there is no need to produce and post multiple copies of documents to meeting attendees. You can assemble and distribute materials in minutes. Approved documents can be instantly published and last-minute updates included, making it easier to organise and conduct any meeting.
A truly sustainable solution, with documents, automatically downloaded to attendees devices based on pre-defined access levels, with updates delivered as soon as they’re available.
Once installed, your whole team can start using Boardtrac Plus in no time at all! It’s easy-to-use, with simple drag and drop technology. Coupled with the support of the Boardtrac Plus customer service team, implementation is fast and simple.
Security and confidentiality are the foundations on which Boardtrac Plus has been built. Individual user access to the app is granted by personalised invitation from the Boardtrac server. User access requires username, password and PIN/ fingerprint (on iPad).
- running projects
- organising meetings
- driving conferences
- executing litigation
- facilitating transactions
- steering symposiums
Add custom logos and branding.
Automate meeting material creation and distribution with instant publication of approved materials to all users and support for last-minute updates.
Custom built organisation folder system, distribute and rearrange documents by dragging and dropping.
Send out invites (with associated map), schedule meetings and manage acceptance and declines.
Create an agenda from scratch or saved templates. Attach documents. Set group or individual permissions for each item and associated documents.
Control who sees what. Manage potential conflicts of interest by setting default permissions for each group, and alter them for individual items or documents as required.
Share draft meetings and agendas with selected users. Review and approve meetings, agendas and documents prior to distribution.
Assemble a ‘document library’ with folders of relevant materials for easy access by your users. This could include governance materials, policies, procedures, guidelines and instructions. Document security levels can be set over folders and individual documents to control individual access.
A secure and user-friendly Minutes functionality that allows you to take accurate and informative minutes for each board meeting. Add additional topics that may not be in the agenda easily – without disrupting your meeting. Create Tasks within the Minutes functionality, which automatically pre-populates the Tasks registry of Boardtrac. Now you can record attendees, agenda item discussions, record motions and outcomes (customised to your brand) seamlessly.
Individual user access to the app is granted by personalised invitation from the Boardtrac server. User access requires username, password and PIN/ fingerprint (on iPad).
Access all your stored documents anywhere, anytime regardless of internet connectivity. Connect to the Internet to refresh and download any new content.
Make private and secure notes and highlights directly to any documents to which you have access rights.
In case of loss or theft of device, remotely delete all your stored documents, notes and highlights.
Vote on items – ‘show of hands’, circular resolution or secret ballot.
‘It was a pleasure to work with the Boardtrac onboarding team. Thank you for responding very promptly when I needed guidance and giving me the reassurance to work my way through the platform.’
‘Implementation of Boardtrac Plus was straight-forward’
‘(With Boardtrac Plus) meetings are more meaningful, decisions are made and we are more time effective!’