Board packet version check
Send the agenda, expected attachments and the files the chair authorized. Grantkeeper compares titles, reporting periods and visible version labels. Two statements for different periods remain separate rather than being combined.
Fictional example.
Start with the source records
Send the agenda, expected attachments and the files the chair authorized. Grantkeeper compares titles, reporting periods and visible version labels. Two statements for different periods remain separate rather than being combined.
Finance checks financial reports before the packet is circulated. Keep a final index and a restricted source folder. The assistant can identify a missing attachment, but it cannot know about a document that nobody listed or supplied.
Check before using the draft
The newest filename is not proof of approval. Confirm the accepted version with its owner.
Use Dropbox, Notion. Read the board records guide.
Sources: Dropbox documentation, Notion documentation
What you send
Compare this board packet index with the files provided. Flag old dates and missing attachments.
What Grantkeeper prepares
A packet index with file dates, missing attachments, conflicting versions and a draft request to each document owner.
What to keep in mind
The newest filename is not proof of approval. Confirm the accepted version with its owner.