Board Book Portal
BoardKite assembles the board book from the same agenda, documents, and metrics your team already works in — so directors always open the current version, not last week's attachment.
12 sections · Updated Sep 16
Agenda & minutes
4 files
Financial statements
6 files
Governance & compliance
3 files
Pull live metrics and updates from connected systems directly into agenda items, so the board book reflects reality on meeting day, not prep day.
Assemble the book
Agenda, financials, and supporting documents pull together automatically from what's already in BoardKite.
Share securely
Directors open the current version from any device, permissioned by role.
Keep the record
Every past board book stays searchable, with a log of who viewed what.
Attach supporting materials with retention policies so the board book stays organized long after the meeting ends.
Read file retention guide ->Role-based permissions and encryption at rest control who can see, download, or print board materials.
Review security controls ->Every past board book stays searchable, so directors can find prior materials without digging through email threads.
See historical import ->Assemble and distribute the board book without a manual PDF-merging ritual.
Open the current board book from any device instead of hunting for the latest email attachment.
Keep a clear, permissioned record of what materials were shared and when.
Comparing your options?
Freshness
A static export, stale the moment it's sent
Reflects live metrics up to meeting day
Version control
Whichever attachment someone forwarded last
One current version everyone opens
Access control
Anyone who has the email can forward it
Role-based permissions per document
Record of access
No way to know who opened it, or when
Log of who viewed, downloaded, or printed
A board book portal assembles the agenda, financials, and supporting documents for a board meeting into one current, permissioned package, instead of a PDF built by hand and emailed out.
Yes. Smart agenda items pull current metrics and status from connected systems, so the board book reflects the latest information rather than a static export.
Yes. Role-based permissions govern who can view, download, or print, and access follows your organization's security policy.
Yes. The board book opens from any device with the current version and the same role-based permissions, so there is no separate file to sync or re-download.
Every past board book stays in the organization's history and remains searchable, including materials imported from before a team switched to BoardKite.
Yes. Access controls can limit specific materials to view-only, so directors can review sensitive documents without downloading or printing them.
