Question 1

Is the drag-and-drop agenda builder easy to use?

Accepted Answer

Yes. We designed it to be easy to use. Guides are also provided to show how to use it.

Question 2

Who can delete a meeting?

Accepted Answer

Only the recording secretary can delete a meeting and only if it has not been approved.

Question 3

Who can upload documents to a meeting?

Accepted Answer

Any member of the board or manager or staff member assigned to the board can upload a document. Only the recording secretary can organize the documents by agenda item.

Question 4

How many agenda templates can I make?

Accepted Answer

You can make as many templates as you need. We’re not counting.

Question 5

Can I have more than one recording secretary?

Accepted Answer

Yes, you can have more than one recording secretary but not at the same time. It is easy to switch between secretaries as needed.

Question 6

How are actions tracked automatically?

Accepted Answer

As soon as even a rough idea of a task or project gets started it will never fall through the cracks as reminders will be sent weekly. A master list of all actions is also provided.

Question 7

Why do you call the minutes SMART? What does SMART mean?

Accepted Answer

The SMART refers to the automatic and dynamic features of the minutes. For example, the call to order or the adjourn button automatically add the date and time from your computer.

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