Meeting Viewer
Keep your members engaged, in person and remote.
Meeting Viewer lets members follow the agenda and open documents as the meeting happens.
Product walkthrough
Keep the agenda, documents, votes, and meeting together.
The Meeting Viewer gives every participant one place to follow the meeting live.
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Board meetings have a lot of moving parts. Your agenda keeps the meeting organized, but members need to follow along, especially in virtual meetings. Meeting Viewer is a core board portal feature that lets members follow the agenda line by line and open key documents along the way.
Whether the meeting is in person or fully remote, everyone joins, participates, and reaches the materials from the same page, for more productive meetings and better decisions.
Board meeting details
See everything about the meeting in one place: attendees, documents, and a link to join the video call. It works smoothly with Zoom and other platforms, simplifying prep for administrators and executive assistants.
Follow the agenda live
Members follow your full agenda, built in the Agenda & Minutes Builder, on a line-by-line basis, and open any linked document during the meeting.
Documents at the moment they’re needed
Board packets, minutes, and linked documents are available to view inside Meeting Viewer, no extra tab or program. Administrators control sharing with granular, role-based access.
Votes in the room
Members can participate in votes before, during, or after the meeting, from any device.
Tied to your board’s memory
Everything surfaced in Meeting Viewer, the agenda, documents, and votes, is part of your board’s record, so the meeting builds on your history instead of starting from scattered files. On Board OS, the AI Board Secretary can answer questions about any past meeting later.
Meet the AI Board SecretaryQuestions & answers
Meeting Viewer questions
One live workspace for the agenda, documents, video call, and votes.
What can directors access in the Meeting Viewer?
Directors can follow the live agenda, open linked documents, join the video meeting, and respond to active votes without moving between disconnected tools.
Does the Meeting Viewer support remote and hybrid meetings?
Yes. In-person and remote participants work from the same agenda and supporting materials, with Zoom or Microsoft Teams available from the meeting workspace. See Video Conferencing.
How does meeting activity become part of the board record?
Attendance, RSVPs, agenda activity, votes, and linked documents remain attached to the meeting. Advanced can also turn the recording into a transcript, draft minutes, and action items.