BoardPad User GuideJanuary 2017

Logging in

Enter the Login

Credentials supplied by

your system administrator

1

Connect Online to get

the latest papers

Work Offline to access

previously downloaded

documents

2

Next Steps

A

Forgotten password? Reset

your password here

A

Additional Options

C

Swipe Left or Right to access

additional Organisations

C

D

Add new Organisations here

Please refer to the BoardPad

for iOS -Configuration

guide for further information

D

E

B

Learn more About BoardPad

here, including the Version

number and Support contact

information

B

Manage Organisations using

Delete or Reset account

options

Please contact a member of

the BoardPad team for

further information

E

A B

C

D

F

New & To do

Filter Meetings by

Board/Committee/Entity

A

The Application Banner on

the top of the screen will

indicate the current section

B

Tap the Navigation Banner

at the bottom of the screen to

navigate through Overview

screens

The icon of the current

screen will display in white

F

Next Steps Additional Options

Tap here to access

Meetings3

All content will automatically

Update on login and at

regular intervals

Alternatively, tap here to

Update manually

C

The To do list will summarize

all items to; be attended, to

completed, or Voted on

E

E

The New list will provide a

quick summary of all changes

since your last login

D

A B

C

D

E

Meetings Overview

Filter Meetings by

Board/Committee/Entity

A

The Application Banner on

the top of the screen will

indicate the current section

B

Tap the Navigation Banner

at the bottom of the screen to

navigate through Overview

screens

The icon of the current

screen will display in white

E

Next Steps Additional Options

Tap here to view Meeting

Details4

Meeting information panels

allow Users to view

• News

• Documents

• Actions

D

All content will automatically

Update on login and at

regular intervals

Alternatively, tap here to

Update manually

C

A B C

Meeting Details

Next Steps

Swipe up-and-down to see

more Agenda items

A

Attendance

Acknowledgement details

can be submitted here

C

Swipe to display other

content if available including:

• Meeting Details

• Participants

• Additional Documents

• News

• Actions

B

Tap on an Agenda item

to expand and view the

Agenda item details

5

Additional Options

Tap on an Agenda item

Document to view

attached document(s)

6

E

B

C

D

Attached Documents

View previously annotated

Version(s) of the current

document

A

Tapping the Help icon will

display label assistance on all

Document tools

B

Annotation Controls

C

Navigation Controls

D

Review Controls

E

Additional Options

Navigate Back to the

Meeting information

screen

7

Next Steps

A

Document Review Navigation & Annotation

Review your

Document

PinsQuickly access all

pinned parts of

the document

AgendaSee and access

all agenda items

AnnotationsSee all

annotations made

across all

documents in this

meeting

Related

Reading

RoomsQuickly access

related

documents from

your Reading

Rooms

Related

ResolutionsSeamlessly review

Resolution

Details, Voting

summary, as well

as, submit votes

Navigate your

Document(s)

Lock the

screen, so

pages only

move up and

down

Previous

document

Next document

Previous page

Previous

annotation

Next

annotation

Next page

Go-to page

number

Fit to page

width

Annotate your document

CommentAdd a comment anywhere on the document by tapping on the

screen where you wish the comment to appear

PencilDraw loose shapes such as arrows by using your finger as a

pen

SignatureTap on the page to zoom in and write in detail

Voice noteTap on the page to record a Sound Annotation

HighlighterSwipe your finger over text to highlight words, sentences and

paragraphs

PinAdd a page reminder, or question to come back to at a later

time. Tap where you want one added

Delete annotationsDelete all annotations in the current document

Show / hide annotationsTemporarily hide or show all annotations in the current

document

TypewriterInsert text directly to the document, simply tap on the page to

start typing

UnderlineSwipe your finger over text to underline words, sentences and

paragraphs

StrikethroughSwipe your finger over text to strikethrough words, sentences

and paragraphs

Amend your

annotations

Erase

annotations

Change Colour

Undo last stroke

Redo last stroke

Pause and Scroll

Delete annotation

Edit Font size, style

and alignment

Edit Typewriter text

Edit Note text

Rotate text

Pen Opacity

Pen Size

A B C

Meeting Details

Next Steps

Swipe up-and-down to see

more Agenda items

A

Attendance

Acknowledgement details

can be submitted here

C

Swipe to display other

content if available including:

• Meeting Details

• Participants

• Additional Documents

• News

• Actions

B

Tap here to access

Calendar8

Additional Options

Calendar

Next Steps

Tap here to access

Resolutions9

Additional Options

The Calendar provides a

convenient display of your

Meetings by Day, Week,

Month, or Year

AA

Simply tap a Meeting entry to

view Meeting information

B

B

A

C

Filter Resolutions by

Board/Committee/Entity

A

Resolutions Overview

Next Steps

Tap here to view

Resolutions Details10

Additional Options

Resolution information

panels will display here,

these may include:

• News

• Documents

• Actions

B

Swipe right-to-left to see

more content if available

C

B

A

BC

Resolution Details

Review the voting status and

comments of other

Signatories here

B

Next Steps Additional Options

Swipe right-to-left to see

other content, if available,

including:

- Resolution Details

- Documents

- News

- Actions

- Related Reading Rooms

C

Tap here to submit your Vote

now

ATap here to Navigate to

Reading Rooms11

A B

C

Tap to expand and view

Reading Room

information

12

Reading Room Overview

Next Steps Additional Options

Search to find specific rooms

or documents

C

All primary Reading Rooms

and will display within the

Entry panel

A

The Content panel will

display the Documents

within all the displayed

Reading Room(s)

B

A

B

Reading Room Details

Next Steps Additional Options

Documents within the

current Reading Room will

display here

ANavigate BoardPad

Actions13

Swipe right-to-left to see

other content, if available,

including:

- Reading Room Details

- News

- Actions

B

A B

D

C

Actions Overview

Action items will display here

A

Swipe right-to-left to review

and add Comments to the

current Action

C

Next Steps Additional Options

Once selected, Action items

Details will display within the

Content panel

B

Tap here to access News

items14

Tap here to Mark as

Complete

D

BA

C

News Overview

All News items will display

within the Entry panel

A

Once selected the News item

Details will display within the

Content panel

B

The Information icon will

provide additional information

about the source of the

available items

Tap the dropdown for quick

navigation to the source

C

Next Steps Additional Options

BoardPad Documents

can also be accessed

here

15

A B

C

D

Documents Overview

Additional Options

Filter options will allow you to

reduce or refine the list of

displayed items

C

Thumbnail icons will

indicate which pages have

been annotated

D

BoardPad Documents will

display here

Tapping an item will display

the item Details

A

The Details panel will display

a page breakdown preview of

each Document

B

A

Settings

The Settings dropdown

menu will also allow Users to

Lock and Sign out of the

BoardPad application

A

Additional Options

Tap on Settings icon to

view additional BoardPad

options

16

Next Steps

Tap here to navigate to

the Settings screen17

A

B

Settings

Setting options will include:

• Control Download

options

• Change Password

• Amend Document scroll

settings

• Manage Data controls

A

Next Steps Additional Options

Tap Done to navigate

back to the previous

screen

18

The Version number of the

BoardPad application will

display here

B