The Future of Board Portals is Here: Meet BoardCloud Version 7 with AI

We are thrilled to announce the release of BoardCloud Version 7, our most significant update yet! Version 7 introduces powerful AI to the board portal experience, saving administrators and board members invaluable time for strategic decision-making. Functionality has been improved, and minor adjustments have been made to the user interface. 

In addition, a variety of small fixes have been carried out. These represent our ongoing daily endeavours to make BoardCloud the easiest and most functional Board portal available.

AI Integration

The centrepiece of Version 7 is our suite of AI-powered tools designed to work alongside you. 

• Summarize documents and board packs with AI. Distil long documents and complex board packs into concise, actionable summaries.
• Transcribe audio using AI.
• New AI powered Minutes Builder. (Contact us for a quick training session)
• Transform transcriptions of meetings into minutes.
• Convert audio recordings of meetings directly into minutes using our audio slider.  
• Dictate directly into the minutes document.
• Configure your template to automatically populate with attendance, assigned tasks and voting outcomes. 
• Our new minutes wizard makes the minute building process smoother than ever, and all your minutes are now automatically saved. 

Other Enhancements

Beyond AI, we’ve made key improvements across the platform:

• Enhanced data privacy to comply with GDPR standards
• Updated landing page configuration
• UI enhancements to the “My forms” Page.
• Improved Form Reporting tool:
• Generate reports in easy-to-read format from form
• Export forms to PDF
• Enhanced meeting agenda viewer from the committee's page.
• New members import functionality for easier administration. 
• New Resource Manager settings for improved numbering and sorting of resource items.
• Agenda items can now be auto numbered for perfect formatting every time.

Bug Fixes

Based on your valuable feedback, we've resolved several issues to create a smoother, more reliable experience:

• The Meeting Year Planner is now able to display non-committee-based meetings.
• The Member Directory no longer displays all the committees. Committees are now displayed according to committee membership.  
• The Agenda Builder is now able to handle tasks placed at the very bottom of the agenda.
• The Committee Meetings section can now account for meetings that have no uploaded information
• The Import Manager now trims member names to prevent formatting issues in meeting packs.

Coming Soon to BoardCloud 

• Our Compliance Module is making excellent progress and will be available soon. Stay tuned for more updates!

Version 7 is live and ready to transform how you work. Log in to your account to explore the new AI features today.

Version 6.5 – June 2025

Colour Coded Committees - ability to colour code individual committees. Colour codes flow through to meeting planner, member profile page and other places in the user interface. 

Meeting planner now available per Committee from the Committees page

Fixed some small tasks bugs

Publish History interface has been reworked

Version 6.3 Update - May 2025 (Featuring: Mark Stockenstrom)

• New Reports System 
• Tasks enhancements (plus some minor task bug fixes)
• Fixed Minutes Notify members functionality
• Pack and Minutes Review process enhancements
• Agenda Vote and Task improvements 
• Profile page upload profile picture improved

Version 6.0 Launch - Jan 2025

Version 6 brings with it a new Task (or activity) management system as well as a completely reworked minutes module.

New or enhanced in BoardCloud version 6.0

Signature Vault

Documents tagged for signature can now be viewed or searched from either:

• An admin only repository of all signature documents in the board portal
• Committee based document listing of all documents related to an individual committee

Committee Enhancements

• Reduced clutter 
• Signatures repository for each committee

Custom Member Profile Properties 

• Supports the addition of any type (or number) of custom field to the user profile
• Filed types supported are:
• Numeric
• Text
• HTML editor

Minute Maker

• Minutes are dynamically updated with the latest:
• Agenda items added
• Attendance register
• Task assignments
• Votes/Resolutions

Tasks System Improved

Version 5.9x Minor Release

Voting Enhancement

Added the ability to record motion (vote) proposer, called Motioned By.  Also has a Seconded By member option. Voting works even when mentioned or seconded by fields are left blank.

Custom Member Profile Properties

We have added a custom field capability to the Member Profile. 

Any number of custom properties can be added to members profiles. Each custom property has a label (name) and a value to store. 

Supported custom data types include: 

• Yes/No
• Date and or date-time
• Text
• HTML text
• Drop down lists (cascading)
• Numeric

At this stage new field definitions need to be added by our technical team.

Email Fixes

We completely upgraded the mail sending libraries to most current SMTP versions. Many changes were made to ensure that mail sending operations are a reliable and smooth as possible.

Dashboard View Calendar Reworked

Recently we adjusted the landing page (Dashboard) page of BoardCloud to be less cluttered with a simpler look. The new calendar widget called My Meeting Planner was clunky and somewhat perplexing to use, so we rewired it to make it easier to browse past and future meetings.

Version 5.8 Minor Release

Meeting

Minutes Editor now always available (it used to be unavailable until a meeting opened).

Major changes to the pack builder

Pack agenda improvements

• Page numbering 
• numbering now starts after cover and index pages
• positioning improved
• Index page settings expanded to allow for control of:
• Title, committee name and venue on the index page
• Attendee list now optional

Redesign of committees

• Layout simplified
• Tabs for extra function
• Committee email function - can now send selected committee members emails

Admin area improvements:

• Functionality to send member email added
• Logo manager design updated to be in line with cover and divider managers
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Member directory upgrade still in progress - show more detailed member info 

Version 5.6 Minor Release

Minutes Builder Enhancements

. Increased integration with agenda for votes (resolutions) and attendance

. MSWord template enhancements

. Publish of minutes revision history

. Minutes notifications

. Unpublish capabilities added 

Multi-Factor Identification Option Added

. Email based MFA is now available for any member.

Member Profile Resource Documents Functionality

Added the ability to store documents (such as ID's and certificates, diplomas against a member's profile. Documents are visible to Administrator's and the individual member only.

Board Pack Building Improvements

. Page numbering placement control (left, centre, right)

. Agenda index formatting improved.

. Multiple page index enhancements

. Page numbering positioning improved 

Meeting Enhancements (Stats and refresh capabilities)

. Improved refresh of updating elements throughout the entire meeting UI.

Multiple Small Adjustments or Tweaks

. Over 50 small tweaks to various parts of the system.

Version 5.3 Minor Release

Agenda Restricted Document Access

. Added document restriction for selected users 

Forms and Surveys

. Improved user interface

PDF pack

. page sizes made consistent with the BoardPack settings A4/Letter

. hyperlinks agenda index - fixed colour and width when viewed in Acrobat

Meeting Notify

. Added ability to notify meeting members of meeting by email before the pack is published (mail sends no meeting/packet links)

Tabbed Interfaces UI

. Tabbed overview page

. Tabbed agenda/resources/minutes section

. Tabbed resources/ upcoming / past meetings on the committee's page

User Profile

. Improved user profile template

Version 5.2 Minor Release

Improvements Log:

1. Meeting: Document for review icon moved under Details card
2. Viewer: Bookmarks default to open when document opens
3. Viewer: Agenda index items clickable area lengthened to include page numbers
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BoardCloud Version 5.1 (Minor)

A post major version 5 minor upgrade was posted at the end of March 2024.

The major feature Creating a series of Repeating Meetings was finalised.

The following issues were addressed:

Meeting Page Tabbed Interface Part 2 Completed

The simplification of the Meeting page interface is now almost complete. This has resulted in a much cleaner UI, with two panes:

. Overview - main tab showing meeting details and participants, with all meeting engagement graphs in a Stats pane

. Agenda - with three tabs, one for the agenda, meeting resources and meeting minutes, respectively

(Note the final part of this UI change will be to move all action items into an Actions tab)

Forms Library

The Forms Library was completed, allowing for the creation of forms outside a meeting. This feature also allows users to view and complete any forms assigned to them from and point in the system.

BoardCloud Version 5.0 Major New Features

. Forms and Surveys

Create any kind of form or survey. Directors' interests, pop quizzes and more

. Global Search

Search past meeting packs using full text search

. Meeting Chat

WhatsApp type chat in any meeting

. Enhanced Member Profiles

Profile images, Term, Company, Job Title and bio

. Meeting Resource and Committee Libraries

Include reference documents and YouTube videos

. New Member Management System

Completely new screens and enhanced functionality

. New Cover Page Manager

Better, easier to use. Set font colours and more

BoardCloud Version 4.0

Meeting Interface Improvements

Improved and simplified the meeting dash (Details) pane.

• Packs and minutes are now visually displayed as thumbnails
• Packs are now automatically assembled and displayed when these images are clicked.
• The new pack thumbnails can be seen in the image below. Clicking on the meeting pack image below will generate a new version and open it for viewing.

Publishing Meetings

Previously the publish action performed two tasks. First, the meeting was published, making it visible to members.

Second, a notification email was sent to all meeting attendees. These tasks have now been split so that notifications can be sent separately and to selected members instead of the entire committee.

A separate Publish button to publish a meeting (or minutes) is provided. 

Voting Systems

Improved the look & feel and functionality of the voting system. Most notably the meeting admin can now record votes for members who are not in the meeting.

Pack review Process:

Sending a pack for review has been simplified. Now any member(s) can be selected from the Notify dialog to receive a pack for review. The review process itself has been streamlined to make it easier for reviewers.

Pack Permalinks

Links to packs and meetings are sent as part of the notification email. These links are crafted to always lead to the latest published pack, no matter how many versions have been published.

Revisions Removed:

There is no longer a revisions pane at the bottom of the meeting. Revisions are only displayed for published meetings, and a history of revisions is available in the Cogs menu.