Search & Reports
How do I manage document full-text indexing?
Last Updated: August 28, 2026Document indexing lets BoardSite search inside supported PDF, Word, and Excel files instead of searching only document names. The indexing controls are available to authorized administrators from Advanced Search. Check indexing status Open Advanced Search. Scroll to Document Indexing. Review the progress bar and the totals for completed, processing, failed, and pending documents. Select Check…
How do I use advanced search?
Last Updated: August 28, 2026Advanced Search helps you find information across meetings, votes, documents, agendas, minutes, members, and discussions. Results are limited to content you have permission to see. Open Advanced Search Sign in to BoardSite and select the correct organization. Use the Search box in the page header. Select Advanced Search. Use the filters to narrow a search…
How do I use BoardSite reports?
Last Updated: August 28, 2026BoardSite reports help authorized users review login activity, meeting attendance, board engagement, and email delivery history. Report access depends on your role, permissions, and the organization’s plan. Open Reports Sign in to BoardSite and select the correct organization. Select Reports in the navigation menu. Select a report name or its View button. The reports available…