Documents Archives - BoardSite - Board Management Software for Nonprofits & Associations | AI-Powered Governance

Features

Board Intelligence

Smart Meetings

AI-powered meeting preparation and insights

Meeting Intelligence

Automatic transcription and smart summaries

Meeting Management

Meeting Viewer

Centralized access to meeting materials

Agenda & Minutes Builder

Create agendas and generate minutes

Online Voting

Secure digital voting and records

Document & Content

Document Library

Centralized document storage

Discussions

Threaded discussions and comments

Organization & Tasks

Board Evaluations

Conduct board assessments and automated workflows

Committees

Organize committee work

Tasks

Track action items and follow-ups

Member Directory

Board member profiles and contacts

Access & Security

Mobile Apps

iOS and Android apps

Security

2FA, audit logs, encryption
Use Cases

By Organization Type

Nonprofits

Governance for charitable organizations

Associations

Professional and trade associations

Startups

Growing companies

Small Business

Affordable governance solutions

By Board Size

3-7 Members

Small, agile boards

8-15 Members

Growing organizations

15+ Members

Enterprise solutions
Resources

Learn & Grow

BoardSite Academy

Board governance training & certification

Resources

Board governance best practices

Templates & Guides

Downloadable board resources

Support

Customer Success Team

Personalized help from experts

Help Center

Documentation and tutorials

Migration Services

Free help migrating platforms
Pricing
Partners

Integrations

Calendar Systems

Google, Outlook, Apple

Document Storage

Google Drive, Dropbox, OneDrive

Video Conferencing

Zoom, Teams, Google Meet

Partner Program

Reseller Program

Join our partner network

Training Partners

Certified governance consultants

Technology Partners

Integration partnerships
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Getting Started

7

How do I add Two-Factor Authentication?
How do I add a photo to my profile?
How do I stay updated with announcements?
How do I edit the welcome email?
How do I use the organization setup checklist?
How do I customize my BoardSite dashboard?
Board Member: Getting Started Guide

Agendas & Minutes

2

How do I add an agenda for my meeting?
How do I record the minutes for a meeting?

Committees

3

How do I setup a committee within my board?
How do I restrict a member so they can only see committee content?
How do I add a member to a committee?

Documents

8

How can I use documents to stay organized?
How do I add an attachment to a discussion?
How do I add documents to my meeting for members to review?
How do I use the Documents Manager?
How does document visibility and committee access work?
How do I import files from cloud storage?
How do I create and manage document folders?
How do I archive, restore, or permanently delete a document?

Meetings

14

How do I create a recurring event?
How do I add an agenda for my meeting?
How do I use the Zoom app with BoardSite?
How do I send a meeting reminder?
How do I schedule a new meeting?
How do I install the Zoom app?
How do I add documents to my meeting for members to review?
How do I use the meeting workspace?
How do I repeat a previous meeting?
How do I record or upload a meeting and generate a transcript?
How do I create an AI meeting summary?
How do I run a meeting in BoardSite Live Meeting?
How do I manage RSVP and attendance?
How do I generate and download a board packet?

Members

8

How do I restrict a member so they can only see committee content?
How do I add a member to a committee?
How can I view and edit members?
How do I remove a member?
How do I add new members?
How do I send the welcome email?
How do I send and manage private messages?
How do I manage roles and permissions?

Votes

4

How do I vote?
How do I send a reminder about an open vote?
How do I extend the voting deadline for a vote I already setup?
How do I create a vote?

Integrations

6

How do I use the Zoom app with BoardSite?
How do I uninstall the Zoom app?
How do I install the Zoom app?
How do I subscribe to my BoardSite calendar?
How do I manage BoardSite integrations?
How do I connect an AI assistant to BoardSite with MCP?

Login & Access

2

How do I access multiple organizations with my BoardSite account?
How do I manage push notifications and registered devices?

Tasks

3

How do I mark a task complete?
How can I manage my tasks?
How do I add a new task?

Organization

15

How do I view Announcements?
How do I stay updated with announcements?
How do I add a new announcement?
How can I manage email templates?
How do I remove a member?
How do I create an email template?
How do I edit the welcome email?
How do I Edit an Announcement?
How do I Edit My Profile?
How do I Manage Officers? Edit, Change, or Delete
How do I filter and export activity logs?
How do I clean up old activity logs?
How do I update the organization profile and time zone?
How do I review my plan, billing, and usage?
How do I customize the navigation menu?

Discussions

6

How do I use discussions?
How do I create a discussion category?
How do I add a new discussion thread?
How do I view and respond to discussions?
How to edit an existing discussion category?
How can I change the font in discussions?

Evaluations

5

How do I use Board Evaluations?
How do I review evaluation analytics and export results?
How do I create and manage evaluation templates?
How do I complete an evaluation?
How do I create and schedule an evaluation?

Surveys

2

How do I create and manage a survey?
How do I respond to a survey?

Search & Reports

3

How do I use BoardSite reports?
How do I use advanced search?
How do I manage document full-text indexing?

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Documents

How can I use documents to stay organized?
How do I add an attachment to a discussion?
How do I add documents to my meeting for members to review?
How do I use the Documents Manager?
How does document visibility and committee access work?
How do I import files from cloud storage?
How do I create and manage document folders?
How do I archive, restore, or permanently delete a document?

BoardSite streamlines board governance for nonprofits and growing organizations with intuitive meeting coordination, document management, and collaborative tools.

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