BoardDocs Features

BoardDocs

Web based board management software for SMBs

4.88/5 (33 reviews)

BoardDocs Feature Summary

  • Access control
  • Record all actions during board meetings
  • Approval process management
  • User & security administration
  • Daily backups
  • Collaboration management
  • Central library
  • Document publication management
  • Public and private annotations
  • Electronic signature
  • Customizable email notifications
  • Goals with KPI support
  • Goal management and tracking
  • Schedule and conduct meetings
  • Member directory
  • Define agenda and policies
  • Social sharing on different platforms
  • Strategic planning
  • Time & expense management
  • Integrated audio player for MP3 files
  • On-line voting option
  • Website integration
  • Advanced document workflow

Collaboration Feature Comparison

Most popular features of all Collaboration apps

API (179 other apps)
Access Control (118 other apps)
Activity Dashboard (83 other apps)
Activity Tracking (77 other apps)
Automatic Notifications (110 other apps)
Chat (103 other apps)
Collaboration Tools (177 other apps)
Collaborative Workspace (134 other apps)
Commenting (123 other apps)
Communication Management (78 other apps)
Customizable Branding (82 other apps)
Document Storage (116 other apps)
Drag & Drop Interface (99 other apps)
File Management (87 other apps)
Instant Messaging (80 other apps)
Permission Management (110 other apps)
Projections (116 other apps)
SSL Security (97 other apps)
Search Functionality (151 other apps)
Third Party Integration (111 other apps)

Competitor Feature Comparison

BoardDocs Feature Reviews

25 reviewers had the following to say about BoardDocs's features:

Cindy Gray

BoardDocs is outstanding! BoardDocs has saved multiple staff members in our district time & money.

2017-06-09

Time saved creating agendas and minutes, ability to work ahead producing multiple agendas, ability to search for documents, can work from any device with internet access anywhere, ability to review and give final approval to agenda item submission by other staff members, almost no paper to print, and the ability to spend valuable time other job duties due to the efficiency of BoardDocs Pro.

Pros

Super easy to use BoardDocs Pro, paperless, different individuals can submit agenda items, approval trees, agendas and attachments are searchable (ours and other district users), easy to re-order agenda items, drag and drop attachments, ability to work ahead on multiple draft agendas, automatically generates emails when making a meeting active/featured, online voting, use from any device with internet access (smart phone, tablet, laptop, or PC), multiple levels of access for appropriate users, links with NEOLA School Board Policies, and Awesome Customer Support from very friendly people, maybe I should just say ..... everything.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kathleen Hanks

BoardDocs is an outstanding tool that is cost effective, time efficient, and provides transparency.

2017-06-09

Pros

My favorite thing about BoardDocs is the toolbox provided within the software to run a smooth Board meeting, meet the needs of the Board members, and provide transparency to the community. The "Search" feature is a great tool for use in finding and viewing past Board reports and historical data, which helps Board members have all information needed when making decisions.

Cons

My least favorite thing is that search items do not appear in date order.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Jennifer Womack

BoardDocs is fantastic!

2018-09-14

Pros

One place to create, edit, and house all board documents. Their customer service is amazing!

Cons

Sometimes the interface is a little difficult to navigate

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Chenise Anthony

Get this program ASAP!

2018-09-14

This saves me hours of time and makes collaborative agenda preparation very easy!

Pros

Easy to store documents and minutes.

Cons

It's a HUGE timesaver, and it's easy to use!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Judy Reimer

BoardDocs is a robust, reliable, user-friendly, EXCELLENT e-governance solution!

2018-03-28

It makes my job as Clerk of the Board more enjoyable, simplifying many tasks.

Pros

- Easy management of meeting agendas and Board policies

Cons

There is only one con - If it was less expensive, that would be great. But one can say this about any product! BoardDocs is an all-around, first-rate product.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Michele Doyle

BoardDocs is easy to use and an amazing software that I highly recommend.

2018-04-05

Transparency, organizational qualities and paperless are the greatest benefits. By largely cutting back on copy paper, this District saved more than the annual price for the software.

Pros

The agenda planning, policies, linking capabilities and running the meetings have been such a powerful method of staying transparent, efficient and paperless.

Cons

BoardDocs has definitely made our School District a premier district that demonstrates good management, is organized and effective, user friendly and transparent.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ruth Huck

BoardDocs is a wonderful product, saving time, money, and resources.

2017-07-14

The return on investment is off the charts!

Pros

The search feature and minutes generation capability are invaluable.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Theresa Dow

Just love using BoardDocs

2018-09-14

Just love the paperless agendas and the ease of the public accessing documents.

Pros

The ease of learning to use it and the ease of searching for documents.

Cons

It took a while to learn formatting tables and such.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Cynthia Marx

I have found BoardDocs easy to convert to, not only for myself, but for my board and administrators.

2017-06-26

Ease of prepping the monthly Board agenda and minutes. It saves time and energy - there is no longer a need to spend hours at a copy machine producing the agenda and backup after spending time typing the body of the agenda. The use of BoardDocs also makes for a more efficient board meeting - the boards members have everything they need at their finger tips and do not need to go through reams of papers to find a specific backup item.

Pros

It is functional and provides excellent manner to keep accurate records of our board meetings. The search option provides the ability to find previous actions without a hassle.

Cons

I know that the BoardDocs personnel are listening to the field and making adjustments and changes to the functionality of the software and maybe one day this will be one of the new features.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Maryann Wagner

I went from drudgery to working more efficiently.

2017-06-08

Sanity!

Pros

Organized. Search capability.

Cons

I would like to be able to have more information transferred to the creation of the minutes for the meeting.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jackie Horvath

BoardDocs Works!

2018-09-14

I love that I can provide my board with all the information they need for an upcoming meeting and they can access almost anywhere they are.

Pros

BoardDocs makes everything about pulling together the agenda and documents for a board meeting quick and efficient.

Cons

It would be nice if it could be a bit more personalized for districts.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Linda Person

eGov Live

2018-09-14

Pros

Easy to use, support staff is great, when I call I don't get an automatic machine.

Cons

Nothing, just wish my board wasn't in the stone age

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Margaret Goodchild

Easy to use

2018-09-14

Overall the transition to BoardDocs was seamless. I love using the program and would recommend to anyone considering a transition from paper to digital.

Pros

Learning and using the program is so easy. It is an intuitive program that even the least tech savvy individual can pick it up quickly and easily.

Cons

Formatting documents that are added to BoardDocs can be challenging.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rosanne Morris

Love BoardDocs and the ease of use!! Has great features and the customer support is outstanding!

2017-06-12

Ease of agenda publications, minutes, board policies and the ability to archive past documents. I can honestly say I don't have any cons on this software.

Pros

Our board loves being able to view documents, minutes, etc from past meetings with a simple search and to have the documents during the meeting electronically vs. hard copies.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Regina Ryan-Williams

Very efficient

2018-09-09

Pros

It is very easy to look up and locate polices as well as keep up with board meeting and upcoming changes.

Cons

Wish there was a mobile version.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jennifer Holst

Excellent for Community College Transparency.

2018-09-14

Their customer service is outstanding and the product continues to develop and improve.

Pros

Having our Policies and Procedures online and searchable by the community-at-large.

Cons

Converting from Word to web-based editing.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rochelle Farmer

Fantastic User Experience

2018-09-15

It has added to our organization an excellent level of security, organization and transparency.

Pros

It is very intuitive and user friendly. As a new employee, I have been able to learn the software quickly and employ new features.

Cons

The word editor is not as effective as I would like.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Laurie Weidner

My experience with BoardDocs has been very positive over the 9 years we've used the program.

2017-06-08

I don't know that there's anything I dislike about the software other than a couple of quirky things mostly because it's a cloud-based program. Nothing major -- copying and pasting into the content areas and cleaning up formatting but I've learned how to manage it.

Pros

One of the nicest features is having historical access to all our Board and committee information in one location that is searchable and easy to access. Their customer service team is the best!!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
fran jones

My pros and cons

2018-09-14

Pros

the ability to import items from a different program is a wonderful feature.

Cons

I wish there was an option to have two voting features, ie if a member amends the recommendation.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Nikki Landry

My pros and cons

2018-09-14

Same as above. Best part is a person, a real live person, answers my call and promptly addresses my concerns.

Pros

The ability to edit and vet documents online.

Cons

Trying to navigate the difference in a Word document vs. HTML and overcoming the glitches that are entailed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Michele Doyle

Outstanding use of time, organization and transparency. I will never work again without BoardDocs!

2017-06-08

I never tire of showing others how fast and easy it is to use BoardDocs.

Pros

Through BoardDocs, I make our District open and transparent, I can retrieve data in seconds, and I am able to use BoardDocs on my phone, iPad, computer, as it is truly mobile. I am a valued employee in helping make this School District shine!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Donna Isaac

BoardDocs has been a game-changer for our district. Easy implementation!

2018-04-02

Greater efficiency and organization

Pros

The features and functionality of BoardDocs have exceeded our expectations and needs and have provided efficiencies beyond measure.

Cons

There is very little that I don't like about BoardDocs, and perhaps one of the only things I would change is the ability to quickly see and manage the "people" list and who is assigned to which committees. As we have a large number of committees, it is sometimes important to be able to see who is assigned to which committees overall.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Deborah Cabral

Absolutely outstanding and a great time saver!

2018-03-27

Pros

That everything for my School Committee meetings are in one easy to find place.

Cons

If I have to find a least favorite item, it would be the minutes feature. It works very well but, personally, I would like more word processing features.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Rocio Ansari

If you get the basic functions, it does very little

2017-07-11

Not too many

Pros

All Board material could be housed in one software/ data warehouse and it could be easily accessed when needed.

Cons

Unless you have the Pro version, there isn't much that the software offers. But the Pro version is very costly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Frequency of use: Weekly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Ann Naylor

My experience using BoardDocs has been extremely positive. The software is very user friendly.

2018-03-27

It provides for a much less stressful work environment especially when preparing for a Board meeting. The district saves money by not having to copy huge amounts of paper for each Board meeting.

Pros

The Help feature in the software is great and the response time when I call BoardDocs directly with a question is exemplary.

Cons

In the 2+ years I've been working in the BoardDocs, I can't think of anything I really don't like about the software

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more