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Switching from email and SharePoint

Your board deserves more than an email thread

Materials in attachments, versions in SharePoint, votes by reply-all and signatures on paper. Boardli puts the whole cycle in one secure place, and brings your old minutes with it.

  • One version of every document
  • Control over who sees what
  • Votes on the record
Board materialsOne place, not five inboxes
Last reply-all: archived

The day the board left email

  1. 1

    The old way

    Attachments in every inbox, votes by reply-all, signatures printed and scanned.

  2. 2

    The move

    Board, committees and users set up, and years of minutes imported, scans included.

  3. 3

    The new normal

    One place for every meeting, version, vote and signature, in up to a week.

What changes on day one

One version of every document

Instead of attachments in five inboxes, materials sit under their agenda item with version history.

Control over who sees what

Instead of forwarded files, view-only access, download restrictions, watermarks and expiring links.

Votes on the record

Instead of reply-all, live votes and written consents with every vote recorded.

Signatures without printing

Instead of print, sign and scan, electronic signatures in order or in parallel.

Answers instead of searching inboxes

Instead of hunting through mail, a searchable archive and an AI assistant that cites the page.

An audit trail

Instead of nothing, a log of access, permissions and actions on documents.

Your board deserves more than an email thread.

01

How the move works

  • 1Your board, committees and users are set up.
  • 2You import past minutes: PDF, Word, scans or a ZIP of a whole folder.
  • 3Scans go through OCR and become searchable.
  • 4Your next meeting runs in Boardli.
The board archive

Questions about switching

How long does the switch take?

Up to a week.

What happens to our old minutes?

Import them, scanned ones included, and they become searchable alongside everything new.

Do directors still get email?

Yes, as notifications and reminders that link to the meeting in Boardli, not as attachments.

See how Boardli fits into your board workflow

See how Boardli fits into your board workflow

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