Board Pack Distribution & Analytics
Give directors a clean, secure experience and know what they reviewed before the meeting.
Built for Board Governance
View‑Only Access
Prevent downloads and watermark with director names to discourage leaks.
Preparation Analytics
Know which sections directors prepared, and where discussion time is needed.
Compliance Controls
Maintain exportable access records for regulatory and governance requirements.
Why Emailing Board Decks Creates Risk
Leakage & Version Drift
Forwarded emails, outdated attachments, and conflicting versions create confusion and legal exposure. One link with view‑only and watermarks prevents most of this.
Poor Preparation Signals
You can’t tell which sections directors prepared. Meetings waste time reviewing basics instead of discussing decisions.
Limited Accountability
Regulated companies need clear records of who accessed what and when. Email lacks this granularity.
Inconsistent Experience
Directors expect a simple, consistent reading experience across devices with offline‑ready fallbacks for travel.
Roles, Permissions, and Sensitive Sections
Use least‑privilege defaults and segment sensitive sections (e.g., M&A, executive compensation) to the right committees:
Directors
View‑only with watermarks; full deck access except restricted committees.
Observers
Limited sections; no download; time‑bounded access with expirations.
Counsel/Advisors
Per‑case access with stricter watermarks and exportable access records.
From Draft to Meeting to Follow‑Up
- Assemble the deck by sections (CEO letter, highlights, metrics, risks, decisions).
- Publish to DocBeacon with view‑only, watermarks, and per‑director links.
- Monitor preparation: identify low‑read sections to reframe before the meeting.
- Use analytics to prioritize discussion time around high‑interest areas.
- After the meeting, publish an action log and track follow‑up reads.
- Archive with preserved access history for governance and regulators.
Governance KPIs to Track
Increase in pre‑meeting preparation
Time spent on recap vs. decisions
Access history coverage
Always‑up‑to‑date board pack
Best Practices for Board Materials
- Adopt a consistent deck structure and naming
- Segment sensitive sections for committees (Audit, Comp, M&A)
- Send per‑director links; nudge low‑prep with alerts
- Include a decisions list and required pre‑reads
- Embed appendix links instead of bloating core slides
- Post‑meeting, publish actions and track follow‑up reads
Board Chair Perspective
“Preparation analytics changed how we run board time. We allocate the agenda to focus on areas of interest and risk. The access history solves our compliance headaches.”
Frequently Asked Questions
Can I prevent download of board packs?
Yes. Share view‑only with watermarks, passwords, and link expirations.
Do you track which sections directors review?
Time‑on‑page analytics reveal preparation depth and interests, so you can plan agenda time accordingly.
Can I export access records for compliance?
Yes. Exportable access records cover access history and policy settings for regulators and counsel.
Modernize Your Board Communications
Secure distribution. Better preparation. Stronger governance.