The Importance of Board Documents Management

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Board documents management is the process of making reviewing, sharing, and distributing board materials for meetings. Traditionally, this is done via email distribution and couriers of physical documents. However, digital solutions such as online board portals are more secure and efficient in meeting preparation documents, document sharing, and board meeting minutes.

A highly-performing board thrives on efficient and effective communication. This is why it’s important to be able to access a platform that allows your board to collaborate in the pre-, during- and after-meeting stages such as a collaborative workspace as well as digital voting tools and a way to record minutes of meetings.

The best way to ensure your board is prepared for each meeting is to make sure you have the appropriate board management software in place. This will allow your board to be more efficient, lessen anxiety and stress and ensure that everyone is focused on governance.

Prioritize Security

The information on your board platform should be secured, whether it is sensitive information on personnel, board-related documents or committee records. It is crucial to select the right board document management system that is secure, has world-class security features and makes it simple for members and administrators to manage the permissions.

Your board can easily organize meetings by using simple dashboards that display the upcoming events and documents. This will take away the lengthy manual process of finding the most suitable times for everyone in attendance and ensure that everyone is on the same page. This ensures that board directors have access to the most current version of your confidential documents. This reduces the risk of losing documents.