Sent, then stale.
A forwarded PDF creates another copy, another version, and another place for questions to disappear.
No current-state recordBoard documents data room
A cleaner board pack, before, during and after the meeting.
Give directors, observers and counsel one current board room instead of a forwarded PDF and a Drive link that's already out of date by the next meeting.
01 — The board pack
A board pack that opens in order: agenda first, then the materials each resolution depends on.
An email thread buries the agenda under three replies and a calendar invite. RoundOS gives you one board room, structured the way a director works through a pack: agenda first, then the materials each resolution depends on.
01AgendaOpen first
02Board deckCurrent
03FinancialsCurrent
04Prior minutesCurrent
05ResolutionsReview
06Supporting papersCurrent
01
Agenda opens first, followed by the deck, financials, and prior minutes.
02
Resolutions and supporting papers sit in their own section, not loose in an email.
03
Every document carries the version directors are meant to read.
02 — One current version
Email and a Drive folder don't know which version is current.
A revised financial model gets forwarded to some directors and missed by others. Replace it inside RoundOS and the same room link opens the current version while the version history remains intact.
v4Board financials.pdfCurrent
v3Board financials.pdfReplaced
v2Board financials.pdfPrevious
03 — Scoped access
One room, access set once, enforced automatically.
Create the recipient groups your board process needs, then choose which sections each group can open. Directors, observers and counsel are examples of group names. The access rules come from the room.
Section
Directors
Observers
Counsel
Agenda
Visible
Visible
Hidden
Financials
Visible
Approval gate
Hidden
Prior minutes
Visible
Hidden
NDA gate
Resolutions
Visible
Hidden
Visible
Directors
The whole board pack.
Observers
Only cleared sections.
Counsel
Only the review scope.
04 — What a director opens
A pack that reads like the company's own product: branded, ordered, built to be worked through.
Each director opens a branded link on a laptop or phone, with no app to install. The same link stays useful after every update because the room controls the current version.
01 · Agenda
Board meeting agenda
05 — Before the meeting
Every open has a name.
A tracked link shows which director opened the financials and who has not returned. Questions stay attached to the relevant material instead of scattering across side emails.
Recent activityNamed room links
AM
Ava MorganOpened Financials
TR
Theo ReedOpened Resolutions
MC
Mina ColeOpened Agenda
Resolution · Open question
“Does this approval replace the prior resolution?”
06 — One governed record
Email sends copies. Drive stores files. Neither gives directors one governed room.
Email sends copies. Drive stores files. RoundOS keeps structure, scoped access, versions, named opens and document questions in one current board room.
Shared, but flat.
A director and an observer inherit the same folder view unless you maintain separate exports and links.
No scoped board viewOne governed pack.
Ordered sections, scoped access, current versions, named opens and document questions stay together.
One live record07 — FAQ
Questions worth answering.
01How is this different from emailing a PDF or sharing a Drive folder?
Email has no version control, and a flat folder does not give different recipient groups different section visibility. A RoundOS board room keeps one current pack, scoped access, named activity and questions in one place.
02Can we control who sees which board materials?
Yes. Create access groups, add recipients, and choose which room sections each group can open. Groups can be named for whatever roles your process uses.
03Can we see which directors reviewed the materials?
Yes. Named links show who opened the room and which materials they viewed, so you can see who has engaged before the meeting.
04Do directors need an account or an app?
No app is required. A director opens the room link and completes any gate you configured, such as email verification, before viewing the pack.
05What happens when the agenda or financials change?
Add the new version to the material. Links that use the latest version continue to open the current file while prior versions remain in history.
06Can outside counsel or auditors get restricted access?
Yes. Put them in their own access group and expose only the room sections their review requires.
Give the board one current pack
Ready before the next meeting reminder goes out.
Build the index, set group access, and send one room link.
No credit card. Live in minutes.