You can search across the entire BoardWorks portal from any page using the search bar located at the top of the screen. Search helps you quickly find meetings, documents, alerts, and other board materials available to you as a Director.
How do I search in BoardWorks?
To search for content in BoardWorks:
Enter one or more keywords into the search bar at the top of the screen.
Select the Search icon.
Search results display any content that matches your keywords. Select a hyperlink from the results to open the associated item.
How do I refine my search results?
You can narrow your search results to make it easier to find specific information.
To refine your search:
Use the From and To date fields in the Refine Results calendar to limit results to a specific date range.
Use the Area drop‑down menu to restrict results to one or more sections in BoardWorks, such as meetings or documents.
After setting your filters, select Search to update the results.
What you can do next
Once you locate the item you are looking for, you can:
Open meetings and agendas
View or download documents
Access alerts or other related content
Search results always reflect the board that is currently selected.