See the whole organisation
Overview opens with your Board brief. Its headline tells you how many documents need attention, alongside the total active documents across your entities and shared folders. Archived documents and archived folders are excluded. On wider screens, reviews, upcoming dates and recent activity sit alongside each other, with the organisation register across the full width below. Green highlights identify documents and locations needing review. Status labels explain why each document is flagged; the colour changes to mint in dark mode. For your attention shows up to six documents, with the reason each is flagged, its location, any due date and a suggested next step. Drafts, overdue reviews, expired documents and search issues appear here. Select a document to open it, or View all to see the full review list. Next on the calendar shows the next six review or expiry dates within 90 days, in date order. Add these dates to a document’s details to keep it on the board’s radar. Open deadlines shows actions due within the next 90 days, including overdue actions. Select an action to open its document and reminder settings. Across the organisation compares each location’s active documents, documents to review and latest change to an active document. Select an entity name to open its documents, or its review count to see only the documents needing attention. A location with no active documents is shown explicitly. “None flagged” means no documents currently match the review criteria. Shared organisation documents has its own row for group policies, shared committee papers and organisation records. The board brief summarises every location; shared documents are one part of it. Managers also see Recent activity, with the person, change, document and time together.Find a document
Select Document library or Open document library to see your actual documents. Start with All documents, or choose an entity or Shared organisation documents from the location list. On smaller screens, use the location selector above the list. Each document shows its title, type, version, location, folder, status and last update. Select a document to open its details and version history. Search by title or version label. Use Document status to see current documents, drafts, archived documents or documents needing attention. Results appear in alphabetical order. Select Load more documents when more results are available. Open Browse folders to find a particular folder. Entity locations contain documents filed for that entity; choose Shared organisation documents to find shared policies. Investment statements and transaction evidence remain available through Open source documents at the bottom of the workspace.Organise and upload
Managers can select New folder in the library to create a folder or committee folder. Give it a name and choose its location: an entity or Shared organisation documents. Use the folder menu to edit, archive or restore it. Select Upload document, then choose the destination folder. The folder choices show their entity or shared location, helping you file each document in the right place. When you upload from inside a folder, that destination is already selected. Each file keeps its own version history. To make changes, download the file, edit it in your preferred application, then use Replace on the document page to upload the next version. An uploaded file can be marked Draft while it is being prepared; this does not open an editor in Governance. Use in AI answers is on by default for every upload, in every folder. Documents are prepared automatically so the assistant can find and explain their contents. Turn it off beside a file before uploading to exclude that document. Changing folders keeps your choice. You can also change this setting later in the document’s Details; it applies to all its uploaded versions. Existing exclusions are kept. Use Archived in the status filter to find archived documents and access archived folders.Ask governance
Select Ask governance to open a conversation alongside the page. Your workspace stays visible; on a smaller screen, the conversation appears above it. Close the panel when you need more space, then reopen it to carry on. Ask a question or choose a suggestion. The assistant reads available document text, explains the implications and suggests next steps. Answers include links to the source document, version and page or clause where available. Open a source to check the wording while keeping the conversation beside it. On a document page, the assistant focuses on the document and version you are viewing. In a folder, it searches that folder; in an entity location, it includes the entity’s documents and shared policies. Choose Search all to broaden the next question, or Use this page to return to the page’s context. The scope shown above the conversation applies to your next question; earlier answers keep their original sources. Your questions and answers are saved automatically. The open conversation and your draft stay with you as you move between Governance pages. Returning after a refresh loads your most recent saved governance conversation. New governance chat starts a separate conversation, keeping earlier chats in your history. Select Open in AI v2 to continue the same saved conversation in the Assistant. You can also find it in the Assistant’s chat history. Conversations are private to you unless you choose to share them there. If an answer is interrupted, use Retry answer. If a conversation cannot be loaded, retry loading it before sending another question. The assistant can explain previously uploaded drafts and older published documents when opened directly, but their wording is not current authority. General searches use current published documents for board decisions. Documents must be enabled for AI and have readable indexed text. Review sources before acting; missing evidence does not establish approval or permission.Follow activity
Managers can open Activity from the top navigation or Full activity log beneath the overview. Follow document changes, access and assistant use across the organisation. Filter events by entity, folder, action, person or date. Load more shows older events. Export CSV downloads up to 50 events matching your filters. Select Overview or Document library to return to your board’s work.Set deadlines and email reminders
Open a document, choose Details on the right, then select Set deadline under Deadlines and reminders.- Describe what needs to be done, such as approving a policy or uploading signed minutes, and choose the deadline date.
- Add the email addresses of everyone who needs to act. Press Enter after each address, or paste several separated by commas. Remove a tag to remove that recipient. You can add up to 20 people.
- Choose when reminders should arrive. Select a week before, a day before, on the deadline, or add your own number of days before. You can choose several timings, up to 12 per deadline.
- Choose the sending time and time zone, then select Save deadline.