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.

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
4. 
   

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

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.

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 

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 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

• 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

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

BoardCloud Version 7.4 introduced two powerful enhancements designed to save hours of manual work: a streamlined end-to-end resolution workflow and fully automated, context-aware minutes creation.

A Central Hub for All Your Resolutions

The Resolutions Page eliminates that complexity of chasing signatures and manually tracking who signed what. The new resolution process makes initiation to completion a seamless process.

Now, users can manage the entire life-cycle of a resolution from a single dashboard:

• Simple Initiation: Upload their document, select their signatories, and set their signing parameters (like signing order and expiration dates) in seconds.
• Zero-Friction Signing: Board members receive a secure link via email and can sign without needing to log in, ensuring high completion rates and zero technical hurdles.
• Real-Time Tracking: Administrators get instant visibility into when a document is sent, viewed, and signed.
• Automatic Archiving: Once complete, BoardCloud automatically generates an audit report and saves the signed document directly into a resolutions register, ensuring compliance, transparency, and easy retrieval

This workflow isn’t limited to formal resolutions. Any document requiring member signatures can be managed in exactly the same way.

Context-Rich AI Generated Minutes

BoardCloud 7.4 introduces a Holistic AI Minutes Generator within our Minutes Wizard

Version 7.4 introduces what we believe is a genuinely different approach to AI-assisted minutes. Unlike many AI tools that merely summarize a transcript, BoardCloud synthesizes the entire meeting context by combining:

• The live meeting transcript.
• Your specific agenda outline and supporting documents.
• Attendance lists, voting results, and assigned tasks.

The result is a comprehensive, structured set of minutes that reflects the full context of the meeting. 

What previously required hours of post-meeting editing and formatting is now ready for review in moments. It’s another step forward in automating the full meeting lifecycle. 

As with every release, Version 7.4 also ships a range of performance improvements and bug fixes to keep the platform running smoothly behind the scenes. These include: