Boardwise Guide
Frequently Asked Questions...
Here you will find answers to the questions our customers ask most frequently.
Yes, you can create groups in Boardwise, such as “Board of Directors” or “Assistants.” These groups can then be assigned to meetings. When you schedule a meeting, simply add the desired group, and all members of that group will be automatically invited. This saves you time and ensures that the right people are always there.
In order for the agenda to be synchronized in the member folders, it must be shared with the members via email. It will only appear in the folders of those members to whom the message was sent.
The agendas only appear on the dashboards if
1. the main date has been sent to the board members and
2. the agenda has been shared via the meeting cluster.
Yes, individual introductions are possible. Please simply arrange an appointment with us.
No, currently only one mailbox per committee can be stored in the system.
Documents added via links are not synchronized to the folders. They appear exclusively in the reports.
The planning team is responsible for managing groups and permissions. However, assistants can be added to groups, thereby gaining access to meetings. It is also possible to assign specific read or write permissions so that assistants can, for example, follow or prepare minutes.
Boardwise automatically synchronizes all files in the connected SharePoint/Teams. In the settings, you can specify whether documents should be stored in personal folders for each member or in a shared folder. In addition, naming conventions for folders, agendas, minutes, and excerpts from minutes can be configured to ensure that filing remains consistent and transparent.
And so much more...
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What is Boardwise?
What is Boardwise about?
Boardwise: An overview of the user interface
Boardwise: Your board management software integrated into M365
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