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Directors & Officers

What is a Director or Officer?

These people are members of the board of directors of the organization.

What do directors and officers do?

These people make decisions.  Directors are voting members of the board and officers are non-voting members.

An introduction to BoardSpace for Directors & Officers

Before watching any other video, take a look at this one.

Topics covered include;
1. Board Information
2. Actions
3. Documents
4. Reviewing Documents

Click to expand the video to full screen 

Guide de préparation pour les administrateurs, dirigeants et gestionnaires

 Les sujets discutés incluent;

1. Renseignements sur le conseil

2. Actions

3. Les documents

4. Examen des documents

Click to expand the video to full screen 

Setting up a Meeting Agenda & Adding Documents

Topics covered include;

1. Templates

2. Agenda

3. Create New Meeting

4. Customizing an Agenda

5. Adding a Document

Pre-meeting Preparations

Topics covered include;

1. Smart Minutes

2. Call to Order

3. Approval of Agenda

4. Adding agenda items

5. Adding an action & motion

During the meeting

1. What Happens in a Meeting

2. Taking Attendance

3. Call to Order

4. Approval of Agenda

5. Adding Notes and Comments in a Meeting

6. Adjournment

7. Difference Between Comments and My Notes


Finding Documents

There are a couple of useful tips to understand how to find documents.


Understanding User Roles

If you want to know which roles have access to which part of BoardSpace take a look at this chart.

Click on the chart to see a larger image.