The portal has eliminated the need for making copies of the materials and delivering the materials to the users in sufficient time to review before the meeting or event.
The ease of substituting documents as necessary insures that our users always have up-to-date information. It has eliminated a great deal of stress and frustration in preparing for our quarterly Board meetings, quarterly SEC filing reviews, obtaining signatures on meeting minutes and providing onboarding materials to new Directors. Our Company has used the Diligent Board portal since 2011 and are extremely pleased with Diligent. The new Agenda feature also should be more editable. The table of contents feature, while improved from a few years ago, still isn't editable or movable within the document.
Administrators should be able to add other users to a notification, even if not listed as a member of the particular committee or board. In addition, the notification, table of contents and calendar features are the weak parts of the software.
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The help features are very good, but directors don't have the time or inclination to search how to handle basic functions. There is no dedicated online training for directors or administrators. I like that there are several ways to accomplish certain tasks, depending on what works best for my company and directors.
It is easy to use and very intuitive for both administrators and directors. We also use it to assemble other types of document packages rather than just board books. It also functions well for directors to be able to access materials securely from anywhere in the world. It saves us hours of preparation time for our five boards and related committee meetings. Diligent Boards is a great tool for assembling and housing board materials.
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