✣ AI & Intelligence

AI Board SecretaryDrafts agendas and minutes, tracks action items, and answers from your full board history

Documents & Collaboration

Document LibraryStore and share board documents securely CommitteesDedicated meetings, votes, and documents for committees

Meeting Management

Agenda & MinutesBuild agendas, generate minutes Meeting ViewerFollow agendas and open documents during meetings Online VotingSecure digital voting and records Board EvaluationsAssessments with ready-made templates

Access & Mobile

Mobile AppsiOS and Android apps for your directors

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⇄CompareBoardSite vs other board portals ?FAQPlans, AI scope, security, migration ◎Help CenterDocumentation and tutorials

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

Discussions

6

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

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 archive, restore, or permanently delete a document?
How do I create and manage document folders?
How do I import files from cloud storage?
How do I use the Documents Manager?
How does document visibility and committee access work?

Evaluations

5

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

Getting Started

7

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

Integrations

6

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

Login & Access

2

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

Meetings

14

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

Members

8

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

Organization

15

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

Search & Reports

3

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

Surveys

2

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

Tasks

3

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

Votes

4

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

Home
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Zoom

Zoom

How do I install the Zoom app?
How do I uninstall the Zoom app?
How do I use the Zoom app with BoardSite?

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Features

AI Board Secretary
Agenda & Minutes
Online Voting
Board Evaluations
See all features

Use Cases

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Staff-Supported Boards
Executive-Supported Boards
Nonprofits

Resources

Governance Resources
Templates & Guides
BoardSite Academy
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