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 Boardroom 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.
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:
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.
Try the tools and let me know what you think. Honest feedback is vital for our innovation.
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