Board Packs

The Board Pack

The board pack contains all the documents and information members need for a meeting.
Once a meeting has been published by the administrator, the pack becomes available for members to access from the meeting page.

The pack is organized according to the meeting agenda, which groups documents under the relevant discussion items.

The board pack becomes available once the meeting is published by the administrator. If documents are updated, you may receive a notification to review the latest version.

What You Will See in the Board Pack

Agenda Sections

The pack is structured according to the agenda items created for the meeting.

Each section represents a topic that will be discussed during the meeting, for example:

• Apologies
• Minutes of the Previous Meeting
• CEO Report
• Financial Report

Documents are placed under the relevant agenda item.

Agenda Documents

Documents attached to agenda items form the main content of the board pack.

These may include:

• Reports
• Presentations
• Previous meeting minutes
• Financial statements
• Supporting documents

Common file types include PDF, Word, Excel, and PowerPoint.

Board Pack Navigation

Members can view the pack either:

• As a full compiled board pack, or
• By opening individual documents under each agenda item.

(This allows members to focus on specific documents if the pack is large.)

Meeting Resources (Optional)

Some meetings may also include Meeting Resources.

These are reference documents provided by the administrator that are not part of the formal agenda, but may be useful background material.

Permissions

Depending on the settings chosen by your organization's administrator, members may be able to:

• Download documents
• Print documents

For guidance on reading, navigating, and annotating the board pack, see:
Using the Board Pack Viewer

Other Names for a Board Pack

A board pack may be referred to by different names depending on the organization or region. All of these terms generally describe the same collection of documents prepared for a board meeting.

Common alternative names include:

• Board Papers
• Board Books
• Board Reports
• Meeting Papers or Meeting Packs
• Board Packet
• Board Agenda & Papers

All of these terms refer to the set of documents distributed to board members ahead of a meeting to support agenda items and decision-making.