One thing I’ve learned talking with hundreds of users is that not everyone knows about three basic Aprio Boardroom features that can save hours of effort. When I share these tips one-on-one during training or on a support call I hear, “Wow really? That’s so handy. I will use that.”
So here’s the scoop. Three Aprio board portal features to give a productivity boost in your busy workday:
1. One-step upload and create PDF
A really common task with Aprio Boardroom is to share around documents. Did you know that you can upload Microsoft Word, PowerPoint, Excel and other documents and instantly convert them to PDFs as you do? There’s no need to first take all those minutes to convert each file to PDF, just let Aprio do it.
Here’s how:
- When you choose to upload a document to your meeting, click to attach file as usual
- On the right-hand side of the materials choose from the DRM box “display as PDF”
- Note, with richly designed documents, do a quick check of formatting
- Want a run through? Contact us toll free at 1-855-552-APRIO or email support@aprio.net.
2. Agenda – add quick links to other docs
Keeping board meetings productive and on schedule is a mark of a well managed board. One of the things we hear works to keep meetings on track is adding links to the agenda to give instant access to related documents. This even works to give select users unique links for in camera meetings.
Here’s a quick run through, we also offer a Tip Sheet on How to Add a Hyperlink:
- Go to the location of the document that you’ve created in Aprio Boardroom
- Either open the document and at the top of the page you’ll see the https://www.aprio.net/… link for that specific document or – click on the document and select “Copy link address” if you don’t wish to open it
- Copy the entire hyperlink
- Paste that line into your new agenda document by right clicking your mouse
- To make the display link tidy, right click to “Edit Hyperlink” and the top field lets you change the display name to whatever you like such as Audit Committee May Report
- Want the Hyperlink Tip Sheet? Contact us toll free at 1-855-552-APRIO or email support@aprio.net.
3. Director expense management
Active expense monitoring and transparent reporting is a common governance priority these days. Now, administrators can set up expense management so directors can submit expenses for payment simply through Aprio Boardroom. Approval and reviews can be tracked instantly with email alerts along the way.
Here’s how:
- As a director – go to the Library to find the Expense feature
- In the expense form select type, enter details and upload scanned receipts if relevant
- Submit for payment via email
- Track expenses in process
- Want a run through? Contact us toll free at 1-855-55-APRIO (1-855-552-7746) or email support@aprio.net.
Try the tools and let me know what you think. Honest feedback is vital for our innovation.
