Document collaboration

Read, annotate and discuss the board pack in one place

Directors prepare the meeting with private annotations, discuss with comments visible to the board and always read the latest version of each document.

Board pack viewer in Dafira, with the agenda on the side and annotations on the minutes

Three ways to work on a document

Personal preparation, shared discussion and a clear history of every change.

Private annotations

Personal notes and highlights, visible only to you, to prepare the meeting.

  • Private notes
  • Personal highlights and markers
  • Preparation reminders
  • History of your annotations

Document comments

Comments shared with the board, next to the passage they refer to.

  • Group discussion on the document
  • Threaded replies
  • Rich text formatting
  • Comment notifications

Version control

Every change is recorded, with its author and date.

  • Complete change history
  • Version comparison
  • Restore previous versions
  • Change attribution

Document viewer

Comments and versions next to the document

The document, the discussion about it and its history on one screen.

Annotations

Annotations and comments on the page

Directors highlight and annotate the documents they read. Comments shared with the board appear next to the passage they refer to, so the discussion stays attached to the text.

  • Comments visible to all participants
  • Rich text formatting and threaded replies
  • Complete annotation history

Document library

Every document filed with its meeting

Board packs, minutes and appendices are grouped by meeting and by type. Directors find last year’s papers as easily as this month’s.

  • Documents grouped by meeting
  • Filters by document type and date
  • Search by title
  • Documents to sign in a separate tab
Document library in Dafira, grouped by meeting

Security of the board pack

Documents are protected by the same security measures as the rest of the platform.

End-to-end encryption

Documents, changes and comments are encrypted.

Role-based access

Permissions set who can view and edit each document.

Audit trail

A complete history of the activity on each document.

See Dafira with your own board pack

A 30-minute demo with someone who has run board meetings. Bring a real agenda and we will set it up with you.