Governance prep without the scramble: New ways to plan, approve, and review faster in Diligent

Board prep without the scramble: New ways to plan, approve, and review faster in Diligent Boards

Board prep shouldn’t mean juggling spreadsheets, chasing signatures, and reworking agendas at the last minute. For GCs and CoSecs working under tight timelines, complex approvals, and zero room for error, the latest Diligent Boards updates cut through the admin grind with tools that help you plan in one view, approve in one flow, and review documents in seconds — all while keeping compliance airtight.

Let’s take a look.

Your agenda, your way: Agenda Builder

Agenda planning made simple. The new Agenda Builder gives admins a dedicated interface to plan meetings. Add topics and subtopics, assign presenters and durations, reorder with drag-and-drop, and insert headings or breaks — all in one clean view. Tags make reporting and search easier, so planning takes minutes instead of hours.

The impact in real workflows:

• Plan in one view without context switching
• Cut prep time with intuitive drag and drop
• Keep agendas structured and easy to find later

One workflow, total governance: Boards + Entities Integration 

Skip the back-and-forth. With Boards–Entities Integration, admins can publish entity documents straight to Boards and capture approvals or signatures in a single, auditable workflow. No chasing emails or duplicating steps. Everything happens in one place to reduce compliance risk and save time.

The impact in real workflows:

• Sign-offs and approvals happen in one secure flow
• Fewer hand offs and less manual chasing
• A complete audit trail every time

Understand any document in seconds, not hours: AI Document Summaries

Sifting through large volumes of dense documents? No problem. AI Document Summaries generate concise 2–3 paragraph summaries inside Diligent Data Room, so teams can assess relevance quickly and prioritise reviews. Move through due diligence and board prep faster without compromising security.

The impact in real workflows:

• Review documents in minutes, not hours
• Focus on the sections that matter most
• Keep sensitive content secure inside Diligent

The shortcut you’ve been waiting for: From Data Room to Board Book in one click

Admins can send standalone files from Data Room directly to a specific Board Book tab with permissions and audit trail preserved. No re-upload steps, no last-minute scramble:

• Move files from Data Room to Board Book instantly
• Preserve permissions and audit trail
• Eliminate duplicate upload steps

Real-time agenda updates, delivered: Auto-agenda notifications

Directors stay aligned ahead of meetings with email alerts summarizing agenda changes. Admins can enable notifications during auto-approval, so updates reach stakeholders without manual chasing:

• Alerts summarise changes automatically
• Keeps directors informed without extra admin effort
• Reduces surprises before meetings

Attendance, clearly recorded: Improved Minutes

Minutes now capture presence, apologies, and whether attendees joined remotely or in person. This creates cleaner records and stronger evidence for audits:

• Record attendance with full or partial status
• Capture remote vs in-person participation
• Strengthen audit-ready documentation

One panel, full control: Smart Minutes access

Admins can start or edit AI-generated minutes directly from the GovernAI panel. No extra navigation — everything is centralized for faster drafting:

• Access Smart Minutes without switching tabs
• Start drafting or editing instantly
• Keep workflows streamlined in one place

Copy structure, keep control: Data Room folder duplication

Admins can duplicate complex folder structures with original permissions intact. Perfect for recurring meetings or multi-client setups, saving hours of repetitive work.

• Replicate folders with permissions preserved
• Avoid manual setup for recurring structures
• Reduce risk of permission errors

More secure logins, easier access: MFA via authenticator apps

Admins and directors can now use Microsoft, Google, or Okta authenticator apps for multi-factor authentication. It’s a flexible, secure option that works offline and meets stricter security standards.

• Stronger security without SMS dependency
• Works across devices and offline
• Meets compliance requirements easily

AI governance in your pocket: GovernAI trial on iOS

Directors can request a 30-day trial of Smart Risk Scanner and Smart Prep right from the iOS app, making it easier to explore AI capabilities on the go:

• Request trial directly from mobile
• Explore AI tools anytime, anywhere
• Drive adoption with zero friction

Curious how it works? Find out more and learn about the free 30-day trial here.

Never start from scratch: Education & Templates Library

With 600+ resources, the Education & Templates Library helps GCs and CoSecs standardize governance, strengthen compliance, and build expertise without heavy consulting. New resources include a Company Secretary Certification and subsidiary governance templates, charters, and courses:

• Subsidiary governance templates and charters
• Courses and certifications, including Company Secretary Certification
• Practical guides to improve board processes and reduce risk

Ready to explore?

If you’re already a Diligent customer, log in today and start using these capabilities. Need help? Your customer success manager is ready to guide you. Not yet a customer? Request a demo and see how Diligent can transform your governance workflows.

Getting started FAQs

• What’s live now? All features are now available in your Diligent Boards platform today. Some capabilities require Diligent One Platform or specific Board Leadership Collaboration packages — reach out to your Customer Success Manager to confirm and activate the right solutions.
• Do I need to set anything up? Some features, like reminders or Smart Builder access, may require admin configuration.
• Where can I find training or templates? Visit the Education & Templates Library via the Boards interface.
• Can I use these features on mobile? Yes. Download the Diligent Boards app from Google Play or the App Store to complete questionnaires, access board materials and keep governance moving wherever you are.
• Not yet a Diligent customer? Request a demo and see these features in action.