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Meetings · Audit trail

Audit trail and policy controls in BoardKite

This guide explains how BoardKite captures governance-critical activity across meetings, invites, approvals, files, and signed minutes. Use it to configure your policy and confirm your audit trail coverage.

Meetings overviewBoard requirements guide

What you can configure in policy

Meeting events

  • Logs meeting lifecycle transitions, presenter session start/end, and agenda state changes.
  • Captures workflow actions like feedback requests, circulation, and attachment release.
  • Tracks minutes submission and approval milestones for governance traceability.

Membership and approvals

  • Logs invite creation, updates, removals, save-the-date sends, and final invite dispatch.
  • Captures role assignments and attendee finalization handoff events.
  • Tracks minutes signature events and related signer activity (there are no agenda approvals).

File events

  • Logs file uploads and deletions for controlled document history.
  • Logs file access and download events when enabled in policy.
  • Includes signed minutes PDF and audit log download telemetry.

Retention and metadata

  • Retention years define how long audit events are preserved.
  • Default export format sets whether CSV or JSON is preselected.
  • Requester metadata can include request path, method, request id, IP address, and user agent.

Typical board meeting audit trail

A single board meeting should produce traceable events from planning through signed minutes and export.

Planning and circulation

  • Meeting created and updated
  • Agenda feedback requested and completed
  • Attendees finalized and final invites sent
  • Agenda PDF download events

Live session and decisions

  • Session started and ended in Presenter mode
  • Decision records and decision confirmations
  • Attachments released during meeting execution

Minutes and audit exports

  • Minutes submitted, reopened (where allowed), and approved
  • Signed minutes PDF generation and download
  • Organization audit event reads and exports

Related board software topics

Compare this audit guidance with board portal, board meeting, and governance software category pages.

About this guidance

Rule guidance reflects BoardKite's interpretation of the cited legislation and has not been reviewed by legal counsel. It is not legal advice or a guarantee of compliance. Your governing documents and circumstances may affect which rules apply.