# Page 3 | BoardDocs Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - Is BoardDocs the right Board Management solution for you? Explore 72 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/224307/BoardDocs/reviews

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BoardDocs

4.6 (72)

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Last updated March 13th, 2026

# Page 3 - Reviews of BoardDocs

## Showing most helpful reviews

Showing 51-72 of 72 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

CA

Cd A.  
Advisor  
Education Management  
Used the software for: 2+ years

### "Makes life and meetings easier"

March 30, 2021

5.0

Wonderful! My board has 22 regular meetings each year. This has helped us consolidate tens of thousands of documents and saved us thousands in paper each year.

Pros

Easy interface and loads of storage which makes meetings highly functional. Large organizations with voluminous paperwork will GREATLY benefit from this software.

Cons

You will need a laptop or desktop computer, and they need to get a better app. This is still in the development stages.

Review Source

MG

Margaret G.  
Asst to Supt/Board Secretary  
Education Management  
Used the software for: 2+ years

### "Easy to use"

September 14, 2018

5.0

Overall the transition to BoardDocs was seamless. I love using the program and would recommend to anyone considering a transition from paper to digital.

Pros

Learning and using the program is so easy. It is an intuitive program that even the least tech savvy individual can pick it up quickly and easily.

Cons

Formatting documents that are added to BoardDocs can be challenging.

Review Source

Response from Diligent

November 2, 2018

Margaret -- thank you for sharing this review! We're glad to hear that you had an easy transition onto BoardDocs and are finding it helpful. Thank you for your constructive feedback -- please know that our team is always making improvements to our product and will be evaluating changes to existing formatting features.

NC

Nancy C.  
Sr. Board Specialist| BoardDocs Administrator  
Education Management  
Used the software for: 2+ years

### "BoardDocs is a Trusted Friend"

August 7, 2020

4.0

Exceptional. Makes my day easier. I can rely on Board Docs and the customer support team. I have utilized other governance software in my 30 year educational career, and BoardDocs is the best.

Pros

Easy to navigate through and visually pleasing platform.

Cons

More features need to be developed and rolled out annually to keep current customers renewing and attract new customers. Continue complimentary training.

Review Source

Response from Diligent

August 17, 2020

Thank you for your review, Nancy!

NL

Nikki L.  
Education Administrator  
Education Management  
Used the software for: 2+ years

### "My pros and cons"

September 14, 2018

5.0

Same as above. Best part is a person, a real live person, answers my call and promptly addresses my concerns.

Pros

The ease of allowing public transparency. The "saving the trees" hope of going digital. The ability to edit and vet documents online.

Cons

Trying to navigate the difference in a Word document vs. HTML and overcoming the glitches that are entailed.

Review Source

Response from Diligent

November 2, 2018

Thank you for your review, Nikki! It's great to hear that BoardDocs has been an effective tool for managing board meetings. Please know that we are always working to improve our product and appreciate your feedback.

MB

Michael B.  
Coordinator of Network and Technology Services  
Education Management  
Used the software for: 2+ years

### "BoardDocs - Because it's time to stop moving soo much paper!!!"

April 30, 2019

4.0

BoardDocs really was a low pain transition. While we had to force our board to become digital, they've now used it for a few years without any major headaches. It is saved countless trees, saved us time sending out a courrier, and since so much less paper is spread around, information has been more tightly kept. I consider it one of the better changes we've made in a few years, thanks to BoardDocs.

Pros

BoardDocs has enabled us to go paperless for our Board Meetings. We used to need to send out a courier several days of the week, spreading cases of paper around to our board officers.

Cons

BoardDocs, is a bit more classical. The overly nested pages can be less fun to navigate. For our technologically challenged, it isn't as superly user-friendly as it could be, but let's be honest, they have trouble logging in to check their email, let alone a simple web app.

Review Source

Response from Diligent

May 1, 2019

Hello Michael. Thanks so much for giving us your take on how we are doing. We are glad clients like you are having a great experience and considering the BoardDocs addition to be one of the better changes that has happened in a few years!

SW

Scott W.  
DofO  
Public Policy  
Used the software for: 2+ years

### "Great solution getting better"

September 15, 2018

4.0

The best service

Pros

Continually approving software. Really attentive to user needs

Cons

Always desire more features. As the platform evolves I think of new needs

Review Source

Response from Diligent

November 2, 2018

Hi Scott, thank you for taking time to write a review. We're happy to hear you're having a positive experience with BoardDocs! It would be great to get your input on features you would like to see, so we can take it into consideration as we build out our product road map -- feel free to reach out to our team with any suggestions!

RH

Ruth H.  
Board Secretary  
Education Management  
Used the software for: 2+ years

### "BoardDocs is a wonderful product, saving time, money, and resources."

July 14, 2017

5.0

The return on investment is off the charts!

Pros

It is a very intuitive system making it easy to learn and master. It has saved countless hours creating packets with the workflow feature. The search feature and minutes generation capability are invaluable. The customer service is outstanding!

Review Source

Response from Diligent

November 2, 2018

Ruth, thank you for the rave review! We're so glad you've had such a positive experience with our product and support team. Thank you for being a customer.

DM

Diane M.  
Executive Assistant  
Education Management  
Used the software for: 2+ years

### "BoardDocs is a lifesaver! It streamlines a board meeting agenda building process."

June 7, 2017

5.0

The ability to create a well organized board meeting from building the agenda to creating the minutes.

Pros

No paper!! I also find the software to be intuitive and not cumbersome. Makes for easier use when creating an agenda. The ability to draft the meeting minutes in BoardDocs is a major plus and time saver!

Review Source

Response from Diligent

November 2, 2018

Thank you for the rave review, Diane! We're so happy that BoardDocs has made the agenda-building and minute-taking process easier for you.

MR

Maureen R.  
District Clerk  
Education Management  
Used the software for: 1-2 years

### "My Thoughts on BoardDocs"

November 6, 2019

4.0

Overall, it has been a very positive experience.

Pros

The software is extremely customer friendly.

Cons

I feel there are features that should be included in the software.

Reason for choosing BoardDocs

Granicus purchased Accela and was not very accommodating.

Review Source

Response from Diligent

November 7, 2019

Thank you for your review Maureen!

MT

Miriam T.  
Executive Secretary to the School Board  
Education Management  
Used the software for: 2+ years

### "I love boarddocs!"

June 8, 2017

5.0

Pros

I find boarddocs to be very user friendly. Everyone in our school system that uses boarddocs, really likes it. Boarddocs has made preparing a board packet much easier. We are very glad that we went with this company.

Review Source

Response from Diligent

November 2, 2018

Miriam -- it's great to hear that you've enjoyed using BoardDocs! Thank you for sharing your review.

TD

Theresa D.  
Board Secretary  
Education Management  
Used the software for: 2+ years

### "Just love using BoardDocs"

September 14, 2018

5.0

Just love the paperless agendas and the ease of the public accessing documents.

Pros

The ease of learning to use it and the ease of searching for documents.

Cons

It took a while to learn formatting tables and such.

Review Source

Response from Diligent

November 2, 2018

Thank you for sharing, Theresa! It's wonderful to hear that you love using BoardDocs, and that it makes your job easier.

RF

Rochelle F.  
Administrative Support Coordinator  
Libraries  
Used the software for: 2+ years

### "Fantastic User Experience"

September 15, 2018

5.0

BoardDocs provides amazing customer service, training, and user experiences. Overall, I have been very happy to be a subscriber of this software. It has added to our organization an excellent level of security, organization and transparency.

Pros

It is very intuitive and user friendly. As a new employee, I have been able to learn the software quickly and employ new features.

Cons

The word editor is not as effective as I would like.

Review Source

Response from Diligent

November 2, 2018

Thanks so much for the review, Rochelle! It's great to hear that BoardDocs has been intuitive and helpful to your organization. Please stay tuned for continued product enhancements and improvements!

CV

Cathy V.  
Confidential Secretary to Superintendent  
Education Management  
Used the software for: 2+ years

### "Board documents"

November 6, 2020

4.0

Board docs is a great system except for the two months where I have large agendas. The system lags and causes me great frustration.

Pros

I like that it is a live documents and any updates or corrections are immediate.

Cons

When importing excel large excel charts, it causes the system to lag.

Reason for choosing BoardDocs

BoardDocs was the most user friendly.

Review Source

CH

Christine H.  
Community Member  
Education Management  
Used the software for: 6-12 months

### "Reduces public transparency"

January 24, 2020

1.0

Miserable and not a single other Community member has had a positive reaction to this subtle way to make the workings of a large public institution just a little more inaccessible.

Pros

Thinking about when this will no longer be used.

Cons

Documents jump around when you try to view them on a phone. Impossible to load a document to your phone. Very difficult to save documents to your own computer. Difficult and inconsistent path to finding agenda for meetings from month to month. Reduces transparency of College functions—seems designed to do that. Should not be allowed for use in public institutions.

Review Source

RR

Regina R.  
Family Engagement Specialist  
Education Management  
Used the software for: 2+ years

### "Stay informed with Board Docs!"

March 31, 2025

5.0

I use Board Docs for work to keep up with board meeting and stay up to date with policy changes

Pros

I like the design and how easy it is to find documents.

Cons

Nothing not to like. it is easy to use and all documents in one place.

Review Source

LP

Linda P.  
Executive Assistant to the Superintendent & Board Clerk  
Education Management  
Used the software for: 2+ years

### "eGov Live"

September 14, 2018

5.0

Pros

Easy to use, support staff is great, when I call I don't get an automatic machine. It is actually a person

Cons

Nothing, just wish my board wasn't in the stone age

Review Source

Response from Diligent

November 2, 2018

Hi Linda, we're glad you are liking BoardDocs and have found connecting with our customer support team helpful. Thank you for sharing your review!

MC

Monica C.  
Administrative Assistant  
Education Management  
Used the software for: 1-2 years

### "Board Docs "

November 10, 2020

5.0

Excellent product. Has made by job more efficient.

Pros

Doing away with manual, bulky paper agendas.

Cons

Not having the ability to translate the agenda in Spanish.

Reason for choosing BoardDocs

Appeared to be more user friendly, and the agenda produced looked better.

Review Source

AP

Angie P.  
Administrative Asst./Board Clerk  
Education Management  
Used the software for: 2+ years

### "Recommendation"

November 6, 2020

5.0

I was reluctant to use an electronic format for our monthly board meetings but after using BoardDocs, I cannot imagine going back to paper.

Pros

This product is very easy to use and understandable.

Cons

The feature I like the least about this software is the choice of fonts and the inability to change the size of the bulleted lists.

Reason for choosing BoardDocs

Recommended by Idaho School Boards Association

Review Source

GB

Gail B.  
District Clerk  
Education Management  
Used the software for: 1-2 years

### "Board Doc Review"

January 7, 2020

4.0

Pros

Ease of use Cutting and Pasting Agenda development

Cons

No spell check No auto correct feature

Review Source

Response from Diligent

January 8, 2020

Thank you for your review, Gail!

RA

Rocio A.  
Executive Assistant  
Education Management  
Used the software for:

### "If you get the basic functions, it does very little "

July 11, 2017

3.0

Not too many

Pros

All Board material could be housed in one software/ data warehouse and it could be easily accessed when needed.

Cons

Unless you have the Pro version, there isn't much that the software offers. But the Pro version is very costly.

Review Source

Response from Diligent

November 2, 2018

Hi Rocio, thank you for taking time to share your feedback. We really value your opinion and invite you to share further details with our team so we can better understand how you are using the product, and the features you would like to see.

GL

Gail L.  
Executive Assistant  
  
Used the software for: 1-2 years

### "BoardDocs has made the task of creating a board packet much easier. "

April 3, 2018

4.0

Pros

BoardDocs is easy to navigate. Creating a board packet from start to publishing is very easy to do.

Cons

I lack knowledge about how to more fully and effectively use BoardDocs. No time to participate in ongoing training.

Review Source

Response from Diligent

November 2, 2018

Hi Gail, thank you for sharing your review. We're happy to hear that BoardDocs has made the board packet process easier on you! Feel free to reach out to our support team with any questions about additional features, or tune-in to one of our webinars about how to use the full feature set.

VR

Verified Reviewer  
Special Edcuation teacher  
Higher Education  
Used the software for: I used a free trial

### "Mindless"

November 21, 2018

5.0

This was a great software program to allow clients to make signatures in an easy fashion.

Pros

This was super to use and upload all documents for my client to sign. Gave clear and easy directions while providing highlights to each section of the document.

Cons

There wasn’t anything to hard to compelete or uploads

Review Source

Response from Diligent

November 26, 2018

Thank you for sharing your review! We're happy to hear that BoardDocs has been intuitive and useful for you and your organization.

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