Help centre / Meetings & minutes / Send the board pack
Send the board pack
Open the meeting and select Board pack to preview a print-ready pack of the agenda, motions and pre-reads. Send pack emails the link to the right people for that meeting type. Send notice sends the formal notice with a calendar invite attached.
Prepare and send the pack
- Open the meeting and build the agenda. See build the agenda.
- Upload any papers under Papers & pre-reads. They appear in the pack automatically.
- Select Board pack to preview it. It opens as a clean, print-ready page: a cover, the agenda with timings and presenters, each motion under its item, and the pre-reads. For board meetings it also includes your board priorities and one step-back question to prompt bigger-picture discussion.
- Happy with it? Select Send pack. Everyone it should reach gets an email with a link to the pack. They sign in to read it, or print it to PDF if they prefer paper.
- While the meeting is still scheduled, you can also select Send notice. That sends the formal notice of the meeting with a calendar invite attached, so it lands in everyone's diary.
Who receives it
Recipients follow the meeting type, so the pack reaches the people who actually attend. Board meeting packs go to trustees. Council and committee packs go to council members and trustees. AGM and EGM packs go to everyone.
If someone on your register has no email address yet, we say so plainly and point you to the register to add it, rather than quietly leaving them out.
Common questions
Can I re-send after a change? Yes. The pack link always shows the latest version, and you can send it again any time.
Is the pack public? No. It asks for a sign-in, so only people in your workspace can read it.