BoardDocs Software


 

BoardDocs is cloud-based board management software for small and midsize municipalities, schools and governments. Primary features include meeting agenda management, policy management, event management, advanced search, document management and voting.

The meeting agenda feature allows users to create agendas, designate current meetings, access meeting minutes, add future meetings to the calendar, track changes, approvals and submittals and prepare meeting documents. Other features include audio and video playback of meetings, date and time stamps for documents, user-customizable templates, user account management, video support and security management. BoardDocs integrates with social networking platforms such as Twitter and Facebook.

BoardDocs is offered in a monthly subscription pricing option. It is compatible with Windows, Linux and Mac operating systems. It offers mobile apps iOS, Windows and Android phones. Customer support is offered via email and over the phone. Other help options include blogs, white papers and support documents.

 

BoardDocs - Draft meeting
 
  • BoardDocs - Draft meeting
    Draft meeting
  • BoardDocs - Meeting agenda
    Meeting agenda
  • BoardDocs - Meeting management
    Meeting management
Supported Operating System(s):
Web browser (OS agnostic)

18 Reviews of BoardDocs

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Michele from Teton County School District #1
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

April 2018

April 2018

BoardDocs is easy to use and an amazing software that I highly recommend.

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Transparency, organizational qualities and paperless are the greatest benefits. By largely cutting back on copy paper, this District saved more than the annual price for the software.

Pros

The agenda planning, policies, linking capabilities and running the meetings have been such a powerful method of staying transparent, efficient and paperless.

Cons

I wish I could say one thing that I liked least, but I don't have anything to share in this category. BoardDocs has definitely made our School District a premier district that demonstrates good management, is organized and effective, user friendly and transparent.

Review Source: Capterra
 

Gail from Tillamook School District 9

April 2018

April 2018

BoardDocs has made the task of creating a board packet much easier.

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Pros

BoardDocs is easy to navigate. Creating a board packet from start to publishing is very easy to do.

Cons

I lack knowledge about how to more fully and effectively use BoardDocs. No time to participate in ongoing training.

Review Source: Capterra
 

Donna from West Hills Community College District

April 2018

April 2018

BoardDocs has been a game-changer for our district. Easy implementation!

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Greater efficiency and organization

Pros

The features and functionality of BoardDocs have exceeded our expectations and needs and have provided efficiencies beyond measure. The development and publishing of agendas and minutes is easy and hassle-free. Last minute changes are a breeze!

Cons

There is very little that I don't like about BoardDocs, and perhaps one of the only things I would change is the ability to quickly see and manage the "people" list and who is assigned to which committees. As we have a large number of committees, it is sometimes important to be able to see who is assigned to which committees overall.

Review Source: Capterra
 

Judy from Hesston USD 460
Number of employees: 51-200 employees Employees number: 51-200 employees

March 2018

March 2018

BoardDocs is a robust, reliable, user-friendly, EXCELLENT e-governance solution!

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It makes my job as Clerk of the Board more enjoyable, simplifying many tasks.

Pros

- Easy management of meeting agendas and Board policies.
- Single entry option for Board minutes.
- Separate, secure areas for public content, administrative content, and executive content.
- Unlimited space for attachments.
- Agendas can be amended in real time.
- All areas (agendas, minutes, policies, etc.) searchable by key word.
- Saves time and paper!
- Top-notch 24/7 customer service.
- Regular informative webinars.

Cons

There is only one con - If it was less expensive, that would be great. But one can say this about any product! BoardDocs is an all-around, first-rate product.

Review Source: Capterra
 

Priscilla from St. Charles Parish School Board
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

March 2018

March 2018

As a past executive secretary to the school board in St. Charles Parish, I used BoardDocs daily!

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Pros

The software is a tremendous Time savings for my position. The accuracy of voting and record keeping is top quality, the transparent for constituents is absolutely amazing and acceptable. The fact that users submit agenda items with attachments if need be is a plus! Capability of making corrections is a big help to me. . Record keeping is definitely a plus! The customer service is quick and knowledgeable. They are very friendly and efficient with concerns and returning phone calls.

Cons

I can honestly say that since day one of using the board docs software we have had no downtime, no issues, and no major problems . I cannot think of any cons with the software. The annual conference is great but could use more sessions for users with more experience. Otherwise, I have no problems or suggestions for the program. We have implemented almost 99 percent of the software options. Thanks for an amazing service!

Review Source: Capterra
 

Ann from Annville-Cleona School District
Number of employees: 201-500 employees Employees number: 201-500 employees

March 2018

March 2018

My experience using BoardDocs has been extremely positive. The software is very user friendly.

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It provides for a much less stressful work environment especially when preparing for a Board meeting. The district saves money by not having to copy huge amounts of paper for each Board meeting.

Pros

I love the ease of use and the technical support provided by BoardDocs. The Help feature in the software is great and the response time when I call BoardDocs directly with a question is exemplary. I can count on an immediate response. I use both the online Policy and Board Meeting software. I was able to confidently work in the programs almost immediately.

Using BoardDocs has made preparing for Board meetings so much easier and less stressful for me. I'm impressed with the ability to attach all backup documents directly into BoardDocs and to be able to determine who can view which documents. Preparing minutes after Board meetings is also a smooth process. Finally, I believe BoardDocs has made it much more efficient for the Board of School Directors to provide information to the community it serves. Administrators, teachers and community member quickly view Board Policies and review Board meeting agendas and minutes from the district's website via a direct link to BoardDocs.

Reviewing and updating Board policies is very easy and efficient, as well, and again provides a direct link for anyone to review all current policies.

I've worked as the Administrative Assistant to the Superintendent for almost 30 years and I can say without hesitation that BoardDocs has been the most useful software I've ever been asked to learn and has saved me the most time and effort in my work day.

Cons

In the 2+ years I've been working in the BoardDocs, I can't think of anything I really don't like about the software

Review Source: Capterra
 

Deborah from Southeastern Regional School District

March 2018

March 2018

Absolutely outstanding and a great time saver!

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Pros

That everything for my School Committee meetings are in one easy to find place. It is a great time saver for me and gets information to our School Committee members so much quicker that the old paper way.

Cons

There is actually nothing that I don't like about this software. If I have to find a least favorite item, it would be the minutes feature. It works very well but, personally, I would like more word processing features.

Review Source: Capterra
 

Ruth from Warren County School District, Russell, Pennsylvania
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

July 2017

July 2017

BoardDocs is a wonderful product, saving time, money, and resources.

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The return on investment is off the charts!

Pros

It is a very intuitive system making it easy to learn and master. It has saved countless hours creating packets with the workflow feature. The search feature and minutes generation capability are invaluable. The customer service is outstanding!

Review Source: Capterra
 

Rocio from Da Vinci Schools
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2017

July 2017

If you get the basic functions, it does very little

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Not too many

Pros

All Board material could be housed in one software/ data warehouse and it could be easily accessed when needed.

Cons

Unless you have the Pro version, there isn't much that the software offers. But the Pro version is very costly.

Review Source: Capterra
 

Cynthia from Erie2-Chautauqua-Cattaraugus BOCES
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

June 2017

June 2017

I have found BoardDocs easy to convert to, not only for myself, but for my board and administrators.

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Ease of prepping the monthly Board agenda and minutes. It saves time and energy - there is no longer a need to spend hours at a copy machine producing the agenda and backup after spending time typing the body of the agenda. The use of BoardDocs also makes for a more efficient board meeting - the boards members have everything they need at their finger tips and do not need to go through reams of papers to find a specific backup item.

Pros

I like the ease of using the software. It is functional and provides excellent manner to keep accurate records of our board meetings. The search option provides the ability to find previous actions without a hassle. And, the mega search is great when researching policies or those occasional resolutions that are of a different nature.

Cons

The only thing that I would like to have ability to do is move attachments into the minutes. I know that the BoardDocs personnel are listening to the field and making adjustments and changes to the functionality of the software and maybe one day this will be one of the new features.

Review Source: Capterra
 

Rosanne from School District of Pickens County
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

June 2017

June 2017

Love BoardDocs and the ease of use!! Has great features and the customer support is outstanding!

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Ease of agenda publications, minutes, board policies and the ability to archive past documents.
I can honestly say I don't have any cons on this software. The software is so easy to use, the BoardDocs staff is outstanding and so easy to work with and they have thought about everything you need to make board agendas and meetings go off with such professionalism and class. Thank you! Keep up the good work!

Pros

Makes putting together board packets so easy and can be done from anywhere and anytime. I love being able to put agenda documents in for public, administrative and executive content. Eliminates the need for making multiple packets. Our public and staff appreciate being able to view the agenda during the meeting and see the motions/votes, etc. on the screen during the meetings. Our board loves being able to view documents, minutes, etc from past meetings with a simple search and to have the documents during the meeting electronically vs. hard copies. This product saves me so much time and paper. I can't say enough about how pleased we are with BoardDocs. I would encourage you to look at this product and would put BoardDocs on the top for software products such as this. Each time I've called I receive quick response to questions with knowledgeable staff members. They made the whole process easy and manageable. We were able to bring over our policy manual, past board agendas and minutes within a matter of a few weeks.

Review Source: Capterra
 

Cindy from Huntington County Community School Corporation
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

June 2017

June 2017

BoardDocs is outstanding! BoardDocs has saved multiple staff members in our district time & money.

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Time saved creating agendas and minutes, ability to work ahead producing multiple agendas, ability to search for documents, can work from any device with internet access anywhere, ability to review and give final approval to agenda item submission by other staff members, almost no paper to print, and the ability to spend valuable time other job duties due to the efficiency of BoardDocs Pro.

Pros

Super easy to use BoardDocs Pro, paperless, different individuals can submit agenda items, approval trees, agendas and attachments are searchable (ours and other district users), easy to re-order agenda items, drag and drop attachments, ability to work ahead on multiple draft agendas, automatically generates emails when making a meeting active/featured, online voting, use from any device with internet access (smart phone, tablet, laptop, or PC), multiple levels of access for appropriate users, links with NEOLA School Board Policies, and Awesome Customer Support from very friendly people, maybe I should just say ..... everything.

Review Source: Capterra
 

Kathleen from Howard County Public School System

June 2017

June 2017

BoardDocs is an outstanding tool that is cost effective, time efficient, and provides transparency.

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Pros

My favorite thing about BoardDocs is the toolbox provided within the software to run a smooth Board meeting, meet the needs of the Board members, and provide transparency to the community. The "Search" feature is a great tool for use in finding and viewing past Board reports and historical data, which helps Board members have all information needed when making decisions. The "Library" is also an outstanding tool for providing a variety of information to Board members and the public and is unrelated to a Board meeting . Lastly, the ease of uploading information into BoardDocs is simple, efficient and effective, and has reduced the workload of the Board Office Staff.

Cons

My least favorite thing is that search items do not appear in date order. Regardless, it is an outstanding tool and easy to use.

Review Source: Capterra
 

Michele from Teton County School District #1

June 2017

June 2017

Outstanding use of time, organization and transparency. I will never work again without BoardDocs!

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Benefits I get from using BoardDocs are numerous. First of all, it is so fun to use, the support from BoardDocs staff is great. The immediate benefit was the time savings and ease of distribution. Instead of stopping to research a federal doctrine, mandate, state statute or form is merely a click on the link. I never tire of showing others how fast and easy it is to use BoardDocs.

Pros

Hard to describe what I like most because I value all of the BoardDocs offerings. Since we started using BoardDocs in 2009, the time savings alone is invaluable, and it is truly paperless! Upgrades just make it better and better. But the efficiency of using this software, the support, the webinars, transparency, policies, archived documents, and uses in board meetings is truly incredible. Through BoardDocs, I make our District open and transparent, I can retrieve data in seconds, and I am able to use BoardDocs on my phone, iPad, computer, as it is truly mobile. I am a valued employee in helping make this School District shine! The training is outstanding and easy to grasp. For all that, I am so grateful for the software that I will not do what I do without BoardDocs!

Review Source: Capterra
 

Laurie from Perkiomen Valley School District

June 2017

June 2017

My experience with BoardDocs has been very positive over the 9 years we've used the program.

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I don't know that there's anything I dislike about the software other than a couple of quirky things mostly because it's a cloud-based program. Nothing major -- copying and pasting into the content areas and cleaning up formatting but I've learned how to manage it.

Pros

It is a very user-friendly program and has so many options to fit what we need for Board meetings, committee meetings, policies, and communications. Options are available to make information public or remain confidential. We can customize who has access to meetings and committees and change settings that work best for us. Taking notes and recording votes during Board and committee meetings are easy which makes preparing minutes much quicker than when we did them manually. One of the nicest features is having historical access to all our Board and committee information in one location that is searchable and easy to access. Their customer service team is the best!! They respond and resolve issues quickly and offer ongoing free webinars to keep us updated on new features.

Review Source: Capterra
 

Maryann from Bristol Township School District
Number of employees: 51-200 employees Employees number: 51-200 employees

June 2017

June 2017

I went from drudgery to working more efficiently.

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Sanity!

Pros

Easy to use. Organized. Search capability. Paperless. Everything at your fingertips. Workflow/timestamp.

Cons

I would like to be able to have more information transferred to the creation of the minutes for the meeting.

Review Source: Capterra
 

Miriam from SJCSD
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

June 2017

June 2017

I love boarddocs!

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I find boarddocs to be very user friendly. Everyone in our school system that uses boarddocs, really likes it. Boarddocs has made preparing a board packet much easier. We are very glad that we went with this company.

Review Source: Capterra
 

Diane from Marietta City Schools
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

June 2017

June 2017

BoardDocs is a lifesaver! It streamlines a board meeting agenda building process.

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The ability to create a well organized board meeting from building the agenda to creating the minutes.

Pros

No paper!! I also find the software to be intuitive and not cumbersome. Makes for easier use when creating an agenda. The ability to draft the meeting minutes in BoardDocs is a major plus and time saver!

Review Source: Capterra