Meetings
How do I add documents to my meeting for members to review?
Last Updated: August 28, 2026Add general meeting files from the meeting’s Documents tab. If a file supports one agenda item, you can attach it directly to that agenda heading instead. Before you begin: You need access to the meeting and permission to manage its documents. Members can only see files allowed by the meeting, committee, folder, and document permissions….
How do I add an agenda for my meeting?
Last Updated: August 28, 2026Agendas are created inside each meeting workspace. There is no separate top-level Agendas & Minutes area in the current BoardSite navigation. Before you begin: Create the meeting first. You also need permission to edit that meeting’s agenda. Open the agenda Open Meetings and select Upcoming or Past. Select the meeting title. In the meeting workspace,…
How do I install the Zoom app?
Last Updated: August 28, 2026Connect a Zoom account at the organization level so authorized meeting editors can create and link Zoom meetings from BoardSite. Before you begin: You need a Zoom account and BoardSite’s Manage integrations permission. Confirm that you are working in the correct BoardSite organization before connecting. Connect Zoom Sign in to BoardSite and select the organization…
How do I use the Zoom app with BoardSite?
Last Updated: August 28, 2026After an administrator connects Zoom, meeting editors can let BoardSite create a Zoom meeting automatically or attach an existing Zoom meeting manually. Before you begin: Automatic creation requires an active organization-level Zoom connection. Manual links do not require the integration. Automatically create Zoom for a new meeting Open Meetings → Upcoming and select Add Event….
How do I schedule a new meeting?
Last Updated: August 28, 2026Use BoardSite to create an in-person, virtual, or hybrid meeting for the full board or a committee. You can build a meeting manually or use a previous meeting as a starting point. Before you begin: You need permission to create meetings. If the meeting is for a committee, create or confirm that committee before scheduling…
How do I create a recurring event?
Last Updated: August 28, 2026A recurring meeting template creates future meeting drafts on a schedule. Use it for regular board or committee meetings that share the same basic details. Before you begin: You need permission to create meetings. A recurring template creates drafts in advance; review each occurrence before publishing it. Create a recurring template Open Meetings and select…
How do I send a meeting reminder?
Last Updated: August 28, 2026Send a reminder from an upcoming meeting’s workspace. BoardSite shows the reminder history and the number of eligible recipients before you send. Before you begin: You need permission to send reminders for the meeting. The Reminder button appears only for a future meeting. Send a reminder Open Meetings → Upcoming. Select the meeting title. Select…
How do I create an AI meeting summary?
Last Updated: August 28, 2026AI Summary uses the meeting’s agenda items and documents to prepare a concise meeting summary. Use it as a review aid, not as a substitute for reading the source materials or approving official minutes. Availability: AI Summary appears only when the feature is enabled for your organization and your account has access. The meeting needs…
How do I generate and download a board packet?
Last Updated: August 28, 2026A board packet combines selected meeting sections and PDF attachments into one downloadable file. Authorized users can create or regenerate a packet from the meeting workspace; other permitted participants can download the current packet. Before you begin: Finish reviewing the agenda, minutes, and attachments. Only PDF attachments can be merged into the packet. Create a…
How do I manage RSVP and attendance?
Last Updated: August 28, 2026Meeting participants can update their own RSVP from Live Meeting. Authorized meeting managers can review responses, record attendance details, filter the attendee list, and export attendance from the meeting workspace. Respond to a meeting invitation On the dashboard, look under Priority Actions for RSVP Needed and select RSVP Now. You can also open the meeting…
How do I record or upload a meeting and generate a transcript?
Last Updated: August 28, 2026Authorized users can record meeting audio in the browser or upload an existing recording. BoardSite processes the recording into a transcript and AI-generated meeting analysis that can be reviewed before anything is saved as meeting minutes. Before recording: Follow all applicable consent, notice, privacy, retention, and confidentiality requirements. Tell participants when recording is active, and…
How do I repeat a previous meeting?
Last Updated: August 28, 2026Use Repeat Previous Meeting when a new meeting should start with the details of an earlier one. BoardSite copies the source meeting into a new form so that you can review and change it before creating anything. Before you begin: You need permission to create meetings. Repeating a meeting does not update the original meeting….
How do I run a meeting in BoardSite Live Meeting?
Last Updated: August 28, 2026BoardSite Live Meeting is a focused meeting portal for reviewing meeting materials, responding to meeting items, following tasks, joining a virtual session, and collaborating during the meeting. Open Live Meeting For a meeting scheduled today, select Join Meeting from the dashboard’s Priority Actions, or select Join Now in Upcoming Meetings. For another meeting, open the…
How do I use the meeting workspace?
Last Updated: August 28, 2026The meeting workspace brings a meeting’s details, participants, materials, agenda, minutes, tasks, and collaboration tools together on one page. The controls you see depend on your role, permissions, committee access, and the meeting’s status. Open a meeting Sign in to BoardSite and select the correct organization. Open Meetings and choose the appropriate meeting list. Select…