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BoardDocs Review

BoardDocs OUR SCORE 89%
starting price $3,000
our score 89%
free trial
  1. What is BoardDocs
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Technical Specifications
  6. Available Integrations
  7. Customer Support
  8. Pricing Plans
  9. Other Popular Software Reviews

What is BoardDocs?

Formulating, discussing, and implementing plans and policies for organizations can be done efficiently and effectively with BoardDocs. This electronic board management solution targets organizations, non-profits, and school boards, and is ideal for board members, administrators, and executives to use. It is a meeting and e-governance solution that is comprehensive and paperless, allowing the streamlining of packet creation, meetings, and information access. With BoardDocs, meeting agendas can be quickly created. Details of those meetings can be easily viewed, such as attachments, information, and supporting minutes. Policy or agenda details and items can be enhanced with additional notes. BoardDocs also allows for the creation of progress reports, as well as have agenda items be associated with strategic goals. BoardDocs also makes available audio and video recording of meetings.

Product Quality Score

Ease of use
Customer support
Value for money

BoardDocs features

Main features of BoardDocs are:

  • MetaSearch
  • Agenda Workflow
  • Annotations
  • Policy Books
  • External Web-Based Policy System
  • Library
  • Drag and Drop Agenda
  • Auto Numbering
  • Goal Tracking
  • Links to Legal Basis
  • Add Library Items
  • Complete Policy Development
  • Policy Cross-Referencing
  • Approval Trees
  • Dynamic Agenda Creation
  • Search Meeting Minutes
  • Listen to Meeting Agenda Item
  • User-Defined Library Categories
  • Board Member Profile Pages
  • Automatic Encryption of All Data

BoardDocs Benefits


The main benefits of BoardDocs are its MetaSearch functionality, its workflow customization, and its library.

BoardDocs has a comprehensive database of information that users can easily access thanks to the software’s MetaSearch functionality. Information from the BoardDocs database can be included in the agenda and processes of governance or used simply as a guide and reference. Policies created by the user can be reviewed and refined using the functionality, since BoardDocs allows its users to see similar policies from other organizations so that they can select and import what they find useful.

Agenda workflow customization is another thing users are able to do thanks to BoardDocs. Agenda drafts can be enhanced with notes and items submitted by the staff, with the changes and annotations tracked by BoardDocs. Workflow approval trees can also be set up so that documents are vetted first before showing up on the draft agenda.

Newsletters, images, and other files are stored in the BoardDocs library, and users have an unlimited number of attached files they can access. Documents in the library can be categorized as private and public. Another thing that can be accessed from the library are items for strategic goals and events.

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Support Types

  • Phone
  • Online

BoardDocs Integrations

The following BoardDocs integrations are currently offered by the vendor:

No information available.

Customer Support


Pricing Plans

BoardDocs pricing is available in the following plans:

Free trial
BoardDocs LT
BoardDocs Plus
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BoardDocs Pro
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