Help Center

Find answers to common questions about using Boardwise.

Running Your Board

Seven short walkthroughs that follow a corporate secretary through one complete board cycle. Start here if you are new.

  1. Set Up Your Board
    Create your organization, add the board and committees, invite your directors, and choose the settings that shape every meeting after this one.
  2. Plan a Meeting
    Schedule the meeting, add attendees, build the agenda, attach the materials, and send the date hold so directors can block the time.
  3. Publish the Materials
    Release the agenda and documents to attendees, send the materials notice, and follow up on RSVPs and reading before the meeting.
  4. Run the Meeting
    Prepare the minutes outline beforehand, then take attendance, move through the agenda, and record motions, decisions and action items as they happen.
  5. Close It Out
    Turn the meeting record into minutes, circulate them, follow up on action items, and file the approved minutes where the board can find them.
  6. Between Meetings
    Pass a resolution by written consent, collect conflict-of-interest and other declarations, and run a board survey, all without calling a meeting.
  7. What Your Directors See
    The whole cycle from a board member's side, so you know what they receive at each step and can answer their questions before they ask.

Basics

Getting Started Organization Setup Guide Setting Up Your Board Understanding Organization Roles Accepting Your Invitation Corporate Secretary FAQ Board Member FAQ Understanding Your Dashboard Access and Permissions FAQ Creating Your Board Structure Using Boardwise on Mobile Installing Boardwise as an App Adding Another Organization

Features

Managing Meetings Working with Documents Adding Members to Your Organization Assigning Board and Committee Roles Creating and Managing Committees Working with Action Items Tracking Meeting RSVPs Understanding Meeting Analytics Using Search Calendar Integration Video Conferencing Understanding Notifications Microsoft Teams Meetings Activity and Audit Trails Sending Group Messages Zoom Meetings Document Access and Permissions Blocking and Archiving Members Document Versions Trash and Document Recovery Annotating PDF Documents Recording Meeting Minutes Managing Role End Dates Meeting-Only Access Viewing Documents Offline Running Surveys and Assessments Downloading the Meeting Book

Account

Account Settings Security and Privacy Editing Your Profile Setting Up Passkeys Secondary Email Addresses Choosing your email for each organization Using Magic Link Login API Access Leaving Boardwise

Troubleshooting

Login Issues Calendar Sync Problems Document Access Errors
Categories

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