Frequently Asked Questions
Describe who the software is best for - their role(s) within what kind of companies.
BoardDocs is a board management platform that enables school districts, libraries, community colleges and other public governing bodies and is leveraged by their administration (Superintendent, President or Dean), board of directors, and the board secretary team.
How does this software benefit them?
With BoardDocs, boards can improve transparency, efficiency and board effectiveness with a modern approach to governance. BoardDocs has helped thousands of organizations dramatically lower costs, increase transparency and reduce time-of-staff by up to 75%. Because our solutions are so easy to use, your organization will operate more effectively from day one. BoardDocs allows organizations to improve significantly the way they create and manage board packets, access information and conduct meetings.
How technical do users need to be to use the software?
Customer experience is at the heart of what we do. Users of all ages and digital literacy levels love using BoardDocs and find that it is extremely easy to use. Not only do we offer 24/7 personal support, one-to-one training options are available led by former educators and past power users of BoardDocs.
What makes BoardDocs a leader in this space?
BoardDocs brings 20 years of knowledge, expertise and dedication to serving communities across the nation. More school boards use BoardDocs than any other board management solution on the market. We continue to focus on innovation, security and support more than any other vendor in this space.
How/why is BoardDocs better than those competitors (or most others in their market)? What about it is unique, stronger, easier, etc.?
o Easily find documents and agenda items. BoardDocs’ context-sensitive search functionality make documents and agenda items easy to find for both your staff and the public. Exclusively to BoardDocs, Meta Search functionality extends the search queries to other public facing policies and motions that school boards release across the country to find examples and learn what your peers are doing on specific topic areas.
o Effective policy management. Link to your existing online policy system or manage and publish your policies directly in the BoardDocs platform. This streamlines the management of your policies and provides one access point for transparency with the district.
o One-to-one training and support. Customer experience is at the heart of what we do. Not only do we offer 24/7 personal support, one-to-one training options are available led by former educators and past power users of BoardDocs. Additionally, if you and your board would like, on-site training is available.
What kind of features can customers expect to see in the near future? And longer term?
BoardDocs is a Diligent brand, which means we’re continuing to think what modern governance looks like for public governing bodies. We strive to build solutions that surpass accessibility and transparency standards and enable inclusivity and community engagement.
Which popular or common software does your product integrate with?
For district that require live streaming for their meetings, we integrate with YouTube and our partners at Swaggit.
Software pricing can often be complex. If it's pretty straightforward, list tiers, pricing (per year, seat, etc), limits, etc. If it's not simple, use broad estimates or ranges for typical setups.
BoardDocs LT
For smaller governing bodies taking the first step towards digitizing their board communication processes, BoardDocs LT allows districts with tight budgets to explore the many benefits that BoardDocs offers, enabling you to grow and evolve at the pace that best suits your district’s needs. Users can streamline agenda and policy management, utilize 24/7 customer support, access the platform from any phone or tablet, and save on time and resources.

BoardDocs Pro
For larger districts and more agile boards, including community colleges and K-12 school boards, BoardDocs Pro provides the tools and resources needed to manage a diverse committee structure with features that improve collaboration and incite better decision-making. Leveraging all core features from BoardDocs LT, users also have the ability to automate board member pages and packets, improve events management, access deep library management, implement multi-user authoring and approvals and track real-time progress on goals.

BoardDocs Plus
Available as an add-on for both BoardDocs LT and BoardDocs Pro, each governing body can have separate confidential meetings, separate document managers and separate administrative access.
Is there a trial or free download available?
Not at this time.
What kind of training/education is offered?
Customer experience is at the heart of what we do. Not only do we offer 24/7 personal support, one-to-one training options are available led by former educators and past power users of BoardDocs. Additionally, if you and your board would like, on-site training is available.
Describe the implementation process and timeline.
Our implantation team is second to none. As mentioned, all are former educators and past power users of the software themselves so they come with a wealth of knowledge on the platform. We work with your organization to ensure success and determine a timeline around your board meeting cycle.
What are the support options? List all.
No matter how good the technology is, it's useless without the necessary training and support. Our implementation, training and support specialists are second to none and are here to ensure your success. In fact, our entire support staff is directly employed by Diligent and really answer the phone! We also provide user guides, training videos and other one-on-one training options.