At BoardDocs, we are committed to our user community and great user experiences with our products. With that in mind, we will be making a couple of enhancements requested by the user community.
What are the updates?
Document Publishers now have the ability to release meetings as soon as they are made Active.
Workflow has been enhanced with more routing options.
How do I use them?
A new Option (Options > Agenda) has been added so meetings may be released to the public immediately upon being made active. (All BoardDocs Subscribers)
Workflow Updates (BoardDocs Pro Subscribers Only):
and a dialog box appears pre-filled with information already recorded. Make any additional selections and press OK to submit the item for approval.
Re-routing of Items in Workflow
A Route button is added to Items in Workflow. An Approver may now re-route an item back to any prior approver in the approval tree. Pressing displays a dialog box allowing the document to be pushed back to a previous approver.
Additionally. there is a new option to add comments that will be included in the notification email.
NOTE: These comments are not kept in BoardDocs.
EXAMPLE: Notification Email:
When will I get this update?
The updates will be released tonight to all BoardDocs subscribers. Standard BoardDocs subscribers will get the update when regularly scheduled replication occurs.
Is there anything that I need to do?
As always, please periodically check your options to assure they are configured for your organization's specific needs. Please inform your users of these new features.
Need more information?
User Guides (recently updated):