Change Log

[4.44.0] - 2026-07-07

Added

• We can now log a support request for you when you get in touch directly. If you contact our support team by phone or email instead of raising a request in the app, we can log it on your behalf so it's tracked in one place — attributed to you. It then appears in your own My support requests list just like one you'd submitted yourself, and any replies or updates come back to you.
• Let members inspect your governance registers — safely. Members have a statutory right to inspect the organisation's registers. You can now decide, for each register, whether members can view it: always open, available on request, or closed (the default is available on request, so nothing is published until you choose to open it). Set this under Settings → Register inspection. Members then see a read-only, redacted view under Registers → Register inspection that shows only the minimum information — for example the Register of Members shows names and status but never contact details, and the Register of Interests shows the interest type and whether a conflict is being managed but never the private notes. Covers the Register of Members, Register of Interests, Related Party Transactions and your constitution in force, and every inspection is recorded in your activity log. (A one-shot access link for available on request registers is coming next.)
• New Correspondence Register — and it fills in your meeting agendas for you. You can now keep a register of your organisation's incoming and outgoing correspondence — the date, who it's from or to, the subject, a summary, and an optional attached document — with each item marked for noting, for action, tabled or closed. Add a Correspondence item to a meeting's agenda and it automatically lists the correspondence received or sent since your previous meeting, split into inwards and outwards, in the agenda, the minutes and your meeting pack — so the secretary no longer types the correspondence list by hand. Every active member can read the register; admins add and manage entries. Exports to CSV and to a branded PDF for your records. Available to every organisation, whatever its structure.
• Your constitution now tells you when it's worth regenerating. Once you've generated your constitution, the builder shows a Regenerate recommended note if something it's built from has changed since you last created the PDF — for example the model rules it's based on were updated, or your organisation's details (such as your name or financial year end) changed. It's a friendly prompt, not a lock: your current document is still valid, and the note clears as soon as you regenerate. You'll only see it on a constitution you've already generated.
• The Constitution Check now tells you when the model rules have been updated. If the model rules for your state are revised after you last checked your constitution, your Constitution Check result — and your constitution builder — now shows a Newer model rules available notice, including which version you checked against, which is current, and a summary of what changed (clauses added, reworded or removed). It's a prompt to re-run the check against the current rules, not a ruling that your constitution is out of compliance. When your last check was against the current version, you'll see a quiet "checked against the current model rules" note instead.

Changed

• The in-app help button now offers relevant guides on many more pages. When you click the help icon, Manage Associations shows the guides that relate to the page you're on. We've greatly expanded the pages this works for — across meetings, committees, memberships, registers, forms, roles, functions and organisation setup — so the right help is a click away in far more places. More pages will be covered over time.
• Uploaded screenshots and supporting-document attachments are now limited to standard formats. For safety, browser-captured screenshots must be standard images (PNG, JPEG, GIF or WebP), and supporting-document attachments on the Register of Interests and conflict-of-interest declarations accept common document and image types (PDF, Word, PNG, JPEG). If you try to attach something outside these formats, you'll be asked to use a supported file type.
• A policy submitted for adoption now shows as "Pending Adoption". When you submit a draft policy to a meeting for adoption, it moves from Draft to Pending Adoption and shows "Awaiting adoption vote" in your policy register. While it's pending, the Submit for adoption action is hidden so it can't be sent to a meeting twice, and the draft is locked so its wording can't change out from under the vote. If the meeting doesn't carry the adoption motion — or the motion is withdrawn — the draft returns to Draft so you can revise it and submit it again.

Fixed

• Guide titles in the help centre sidebar now wrap instead of being cut off. When reading a help guide, longer titles in the left-hand list of all guides were being clipped at the edge of the column. They now wrap onto a second line so you can read the full title.
• The insurance policies count on your organisation home page now shows active cover. The tile linking to your Insurance Register now counts only policies currently in force, rather than every policy you've ever recorded — so it reflects your live cover and won't keep climbing as old, expired policies stay on file. The register itself still lists everything, including lapsed policies, for your records.

[4.43.0] - 2026-07-06

Added

• New Insurance Register — keep all your organisation's policies in one place. You can now record every insurance policy your organisation holds — public and products liability, association/management liability, professional indemnity, personal accident, property and more — with the insurer, policy number, what it covers, the sum insured and the renewal date. Renewals appear automatically on your governance calendar, and your admins get a reminder in their daily summary 60 days before a policy lapses, so cover never quietly expires. When adding a policy you can upload the insurer's schedule right on the form and, where AI reading is available, have the key details read straight off it to fill in the fields for you — or link a schedule you've already saved to your documents library (there are now specific insurance document types to choose from). Available to every organisation, whatever its structure.
• Install Manage Associations on your phone, read offline, and get push notifications. Manage Associations can now be installed to your phone, tablet or computer's home screen and opens like a normal app, in its own window. On Android and desktop you'll see an Install app button (on iPhone, use Share → Add to Home Screen). Once you've opened a page — a meeting pack, your profile, your actions — it stays readable even if you lose signal; you'll only see an "You're offline" message for pages you hadn't opened yet. Saving still needs a connection, and signing out clears the app's cached pages so a shared device stays private. You can also opt in to push notifications from your member dashboard, to get an alert on your device when one of your actions is due or a meeting you're attending is about to start.
• Welcome new members with an automatic onboarding sequence. On top of the Welcome Pack, you can now set up a drip of scheduled follow-up emails over a new member's first few months — a settling-in note, a first-month check-in, and an invitation to get more involved — each timed from when they joined. A ready-made three-step starter (day 7, 30 and 90) comes switched off for you to read over, reword, add your own documents to, and turn on when you're happy. Steps only go out while a membership is active, each member gets each step just once, and members who joined long ago aren't back-filled when you enable it. Optional weekday, business-hours-only sending keeps emails landing at a sensible time, and a progress view shows where your newest members are up to.
• AGMs start with the right agenda already in place. When you mark a meeting as an AGM (and it doesn't have an agenda yet), the standard AGM agenda is filled in for you — receive the financial report, receive the auditor's report, election of office bearers, and any other business — with the election item ready to run nominations and record the result on the spot. It's a starting point you can reorder, rename or add to; if you've already built the agenda yourself, nothing is changed.
• New Indemnity Register for your officers' protections (registered companies). Companies limited by guarantee can now keep a proper record of the indemnities, Directors & Officers (D&O) insurance policies and deeds of access held for their officers under the Corporations Act — separate from the organisation's own insurance documents. Add a record for each officer, link the policy schedule or deed from your documents, and see everything held for one person on a single page. The register exports to CSV and to a branded PDF for your board pack, and your admins get a reminder in their daily summary when cover is within 60 days of lapsing so a renewal never slips. (This register applies to registered companies; incorporated associations and other structures won't see it — a dedicated Insurance Register for your organisation's own policies is on the way.)

Changed

• More of the emails Manage Associations sends can now be customised by your admins. Nomination confirmations, circular-resolution vote requests, Code of Conduct and other signature requests, document review invites, register-of-interests review notices, letters of appointment, and meeting RSVP confirmations are now editable from your email templates settings, so you can adjust the wording to suit your organisation. Support and sender contact details shown during signup are also now displayed correctly.
• Document AI tools and insurance sync are now reached from a clearly-labelled "Document tools" action. For documents that have extra tools — reading key details from a certificate, checking a constitution against the rules, or re-syncing an insurance certificate — a "Document tools" button now appears right on the document in your library (and in its preview), so those features are easy to find. Documents without any tools no longer show the button, keeping the library uncluttered.
• Linking a document to an indemnity record is now a searchable picker. When adding or editing an indemnity, insurance policy or deed of access, the "Supporting document" field lets you type to filter your documents library instead of scrolling a long dropdown — with a "None" option to leave it blank.
• The organisation dashboard makes better use of wide screens. The tiles on your organisation's home page now spread into more columns on large and ultrawide monitors, so more of them fit above the fold with less empty space — while still stacking neatly on smaller screens and phones.
• A simpler start when you don't have an organisation yet. If you sign in and don't yet have access to any organisation, Manage Associations now guides you straight into setting up your association and choosing a plan, rather than sending you to a separate site to subscribe.
• Wording across the app now consistently refers to Manage Associations, for a clearer single-product experience.
• Clearer help if sign-in doesn't complete. If a sign-in doesn't finish, or multi-factor authentication still needs attention, the help pages now read as Manage Associations and offer a simple "Try signing in again" — without any confusing jump to another site.

[4.42.0] - 2026-07-06

Added

• Form responses are now much easier to find and read. Every form on your Forms hub now has a Responses button — with a count of how many submissions it has received — so you can jump straight to a form's submissions instead of hunting for them. The responses list itself now shows each submitter's name and email and a short preview of their answers, so you can scan submissions at a glance rather than opening every one.

[4.41.2] - 2026-07-06

Fixed

• A form submission now shows the terms that were agreed to, and the signature that was drawn. When you open a submission from a form's Responses list, a Terms & conditions field now displays the actual terms the person accepted along with a clear "Agreed" answer, and a Signature field shows the drawn signature as an image — instead of a bare tick and a "signature on file" placeholder.

[4.41.1] - 2026-07-06

Changed

• Open a signed document straight from a member's profile. In the Signed documents section of a member's profile, the document name is now a link — click it to view the signed submission (the signature and any answers), instead of only seeing that it was signed.

Fixed

• Merging two duplicate member records now carries across everything. When you merge duplicate members into one, the surviving record now keeps the full history from both — including signed documents (like a Code of Conduct), form submissions, committee and election history, and other records that in some cases could previously be left behind on the duplicate.

[4.41.0] - 2026-07-06

Added

• Code of Conduct signing is smarter about who still needs to sign — and it shows on the member's profile. A few connected improvements:
  • You can now turn any general-purpose form into a Code of Conduct (or back) from its settings, which switches on per-person "Send to sign" tracking.
  • When you send a Code of Conduct to sign, the member picker flags who has already signed the current version, so you only chase the people who still need it — and no one is sent a duplicate link.
  • A signed Code of Conduct now appears on the member's own profile under Signed documents, with the date — you no longer have to go hunting for it.
  • When you revise the document, you can choose to require everyone to re-sign (publishing a new version); a small wording fix can instead be saved without asking anyone to sign again.
  • One signature counts everywhere. If someone has already signed the current version, they won't be asked again — whether the next request comes from you directly or from a committee requirement that uses the same document.
  • For a Code of Conduct tracked in your Compliance register, you can set a renewal period (for example, yearly) so people re-sign that long after they last signed.

[4.40.0] - 2026-07-05

Fixed

• Members who sit on a committee by holding an office are now recognised everywhere. A member seated on a committee through a role (for example a President or Treasurer) is now treated exactly like a directly-added committee member across the platform — they get the right access to that committee's meetings and content, they're pulled in when you sync a committee's roster into imported minutes, and their committee service is counted correctly.
• A member's committee service now shows fully on their profile, including committees they sit on by holding an office. Previously the Committees section on a member's profile only listed committees they'd been added to directly — so a long-serving office-bearer (say a President or Treasurer who sits on several committees by virtue of their role) could show as having served on none. It now reflects their real committee membership, whether they were added directly or sit on the committee through a role, with how long they've served and whether they're still serving.

Added

• See the forms a member has submitted, right on their profile. A member's profile page now has a "Submitted forms" section listing the forms they've sent you — membership applications, function RSVPs, surveys and more — with the form name, type, date and status, each linking straight to the full submission.
• Sharing a form now matches the kind of form it is. When you share a form, the link and page now suit its type instead of always looking like a membership application. Surveys, feedback and other forms show neutral wording and land in that form's Responses list. Membership application forms are unchanged. And a Code of Conduct (or anything you set people up to sign) can now be sent to specific people to sign — pick from your members or type in anyone else's email, and each person gets their own private link. You can see at a glance who has and hasn't signed, with resend and revoke.

Fixed

• Submitting a shared form no longer shows a "Too Many Requests" error. Filling in a form you shared by link — especially when signing on your phone via the QR code — could show a "Too Many Requests" page when you pressed submit. Shared forms now submit reliably.

[4.39.1] - 2026-07-05

Fixed

• Signing a form with the "sign on your phone" QR option no longer shows a "Too Many Requests" error. When you scanned the QR code to draw your signature on your phone and then submitted the form, you could occasionally see a "Too Many Requests" page. Signature forms — including the Code of Conduct — now submit reliably however you sign.

[4.39.0] - 2026-07-05

Added

• Code of Conduct acknowledgements. You can now set up a Code of Conduct (or any document that people need to read and sign) as a compliance item: link a form you've built, choose whether a committee or your whole membership must sign it, and whether they re-sign each period or each time you publish a new version. Everyone gets a private link to read and sign it on screen — including drawing their signature on a phone — and the compliance page shows at a glance who has and hasn't signed, with reminders for anyone outstanding.

Fixed

• Forms that include a signature can now be submitted. A form containing a signature field could fail to submit when you pressed the button. Signature forms — like membership applications, committee reports and the new Code of Conduct — now submit correctly.

[4.38.0] - 2026-07-05

Added

• Policies can now include tables. When you import a policy from a Word or PDF file, any tables in it are kept instead of being dropped. You can also add and edit tables directly in the policy editor using the toolbar's table button, and they appear neatly in the published policy PDF.
• Re-import a policy draft. If you imported a policy earlier and want to run the import again, a new Re-import button on the draft re-does it from the original file — handy for picking up the new table support on policies you'd already imported.

Fixed

• Your newest policy version shows first. On the Documents and Policies pages, when a policy has more than one version, the most recent version now appears at the top of that group instead of in an unpredictable order.
• Imported policies now keep their tables and formatting. Previously, importing a policy from a Word or PDF file could quietly fall back to a plain-text version — losing tables and layout. Imports now convert the full document properly.
• The "Add field" list in the form builder now displays cleanly. Longer field descriptions no longer run into the item below them, so the list is easy to read.

[4.37.1] - 2026-07-05

Fixed

• The Terms & Conditions editor on custom forms now works correctly. A recent update meant the "Terms & Conditions Content" box on the form builder could still appear greyed-out and unusable. It now opens a working editor so you can write and format your terms as intended.
• The "Add field" list in the form builder no longer overlaps. Longer field descriptions could run into the item below them; the list now spaces cleanly.

[4.37.0] - 2026-07-05

Fixed

• Your daily update email now shows your organisation's name. The daily summary email was showing an internal reference code instead of your organisation's name in the subject and heading. It now shows your organisation's name correctly.

[4.36.0] - 2026-07-05

Added

• Link your policies to each other — and to forms members complete. When writing a policy in the editor, a new Link button lets you insert a link to another policy or to a form (for example, a Code of Conduct form members fill in). The policy — and its details page — then show what it links to and what links back to it, so related documents stay connected. If a linked policy is later superseded or retired, or a linked form becomes unavailable, you'll see a clear warning (and, for a superseded policy, a pointer to its current version) so your documents don't quietly fall out of step.
• A policy put to a meeting for adoption now comes with the full draft attached. When you submit a draft policy to be adopted at a meeting, a PDF of the draft is automatically attached to the "Adoption of policy" agenda item — so it's included in the meeting pack and the agenda you send out, and members can read the whole policy before they vote. The attachment is a snapshot of the draft as it stood when you submitted it; the draft only becomes your current, approved policy once the meeting adopts it.
• Sign forms by drawing your signature — on your computer or your phone. Forms that ask for a signature now let you sign by drawing it with your mouse, finger or stylus, instead of typing your name. If you're on a computer and would rather sign on a touchscreen, choose Sign on your phone: a QR code appears, you scan it with your phone's camera, sign on your phone or tablet, and your signature flows straight back onto the form on your computer. Prefer not to scan? You can have the signing link sent to your phone by text message instead.

Fixed

• The "Review your compliance calendar" setup step now ticks off when you review your compliance obligations. Previously this step on the "Get set up" checklist only completed if you opened it via its own button. Now visiting your Compliance register — from the sidebar or anywhere else — also marks the step done, so it no longer stays stuck as incomplete.
• Your governance health score now shows the same number everywhere. The score on your dashboard could lag behind the number on the full Governance Health page for the same organisation. The dashboard now shows the same up-to-the-moment score as the Health page and the organisation overview, so all three always agree.
• The Terms & Conditions editor on custom forms now works. When building a form with a Terms & conditions field, the "Terms & Conditions Content" box was greyed out and wouldn't let you click in or type. You can now write and format your terms and conditions directly in the editor as intended.

[4.35.2] - 2026-07-04

Changed

• Changing an approved policy now creates a draft version to re-approve. To protect policies that are already in force, you no longer edit an approved policy directly. On the Document reviews page, choose Edit as new draft — this makes a working copy you can change freely while the approved version stays in place. When you approve the draft (on its own, or by adopting it at a meeting), it replaces the current version. If you'd already started a draft, choosing Edit as new draft simply re-opens it.

Added

• Policies you write in the editor now save automatically. As you edit a policy's title or content, your changes are saved for you in the background — a status line beside the Save button shows Editing…, Saving… and Saved with the time, so you no longer have to remember to press Save. The Save button is still there if you'd like to save straight away, and if someone else changes the same policy while you have it open, editing pauses with a prompt to reload so no one's work is overwritten.

[4.35.1] - 2026-07-04

Added

• See how a document review is going, straight from the library. When a document is out for collaborative review, the Documents library now shows a Review in progress badge next to it, along with how many of your reviewers have come back so far — for example, 2 of 4 back. Someone counts as "back" once they've either left a comment or confirmed they had no feedback. The badge clears when you close the review, so you can track progress at a glance without opening each document.

[4.35.0] - 2026-07-04

Added

• Reviewers can confirm "no feedback needed". When you're asked to review a document but have nothing to add, you can now click Reviewed — no feedback needed to confirm you've read it. The organisation can then see who has reviewed the document and had nothing to raise, separately from those who haven't looked yet.
• See the status of a document review at a glance. When you send a policy out for collaborative review, the Collaborative review panel now shows its status — In Progress while the review is open, and Complete once you've closed it — so you can tell where a review stands without reading the details.

[4.34.0] - 2026-07-04

Added

• You're now notified when reviewers give feedback on a document. When someone leaves feedback on a document you sent out for review, you'll see it in your daily recap — a link straight to the review — so you don't have to keep checking the editor. Repeat comments from the same reviewer are grouped so you're not flooded.

Changed

• The committee page now shows everyone on the committee. The Members list previously showed only people added to the committee by hand. It now shows the full membership — people added directly and those seated through a role or as an ex-officio member — with a column showing how each person is on the committee. People seated via a role are shown for reference and are managed from Roles.

[4.33.1] - 2026-07-04

Fixed

• Sending a document for review to a committee now works. Previously, choosing a committee when sending a policy draft for review could do nothing without explaining why. It now correctly invites everyone on the committee — including members seated through a role or as an ex-officio member — and if a committee genuinely has no one to invite, you'll see a clear message. Members who sit on a committee only through a role are also no longer wrongly blocked from that committee's meetings in the member portal.

[4.33.0] - 2026-07-04

Added

• Send a policy out for review. While editing a policy in the editor, you can now invite a committee or a selection of members to review the draft and give feedback. Each reviewer gets their own private link — no login needed — that opens the current draft and a shared comment thread, so everyone can see the discussion. Their feedback appears back in the editor, where you can reply to the group and close the review when you're done. Only administrators and the document's owner can start a review, and it's for gathering feedback — it doesn't change the policy's status.
• Give a document an owner. Each policy or position description can now name an owner — either a specific person or a role (like Secretary or Treasurer). If you pick a role, ownership automatically follows whoever currently holds it, so you never have to reassign the document when the office bearer changes. The owner receives the same review reminders as your administrators for the documents they own, right in the daily recap.

Changed

• See how many documents are in each status. On the Document reviews page, every status filter — Draft, Under Review, Approved — now shows a count next to it, the same way Overdue already did, so you can see your review workload at a glance.
• A tidier Documents library. The documents table now shows the version, owner and last-reviewed date together in one Details column instead of spreading them across several narrow columns — easier to scan. The search box also does more: it now finds documents by name, owner, description, type or status, not just the name.

[4.32.0] - 2026-07-04

Changed

• More admin notifications now arrive in your daily recap. Reminders about unsigned letters of appointment, a letter being signed, and provisional-appointment notices for administrators are now bundled into the once-a-day recap instead of arriving as separate emails — less inbox clutter, everything in one place. Notifications sent to the person being appointed (and other time-sensitive messages) still arrive straight away.
• Two more admin notifications move into your daily recap. The early heads-up as you approach your monthly AI-transcription usage cap, and the monthly governance-health summary, now appear in your daily recap rather than as separate emails. If you actually reach the cap, we still email you straight away so you don't miss it.
• Policy review reminders now arrive in your daily recap. Instead of a separate email for every policy that's due for review, the 60/30/7-day reminders are bundled into the once-a-day recap your admins already receive — less inbox clutter, everything in one place. And once a policy passes its review date it stays on your radar: overdue policies now reappear in the recap on the next day, then about once a month until they're reviewed, so nothing quietly slips through.
• The documents library remembers your filters. The Current / All toggle and the Types filter on your governance documents page now stay set the way you left them, so you don't have to re-apply them every time you open the page.
• Sort the Document reviews list by any column. Click a column heading — Document, Status, Review due, Last reviewed, Cadence or Version — to sort by it, and click again to reverse the order. The list now opens sorted by document name (A→Z), and your active filter stays applied while you sort.
• Sort the Documents library by any column too. The main documents list is now sortable the same way — click a heading to sort, click again to reverse — and opens sorted by document name (A→Z).
• Search for a document by name. Both the Documents library and the Document reviews list now have a search box — start typing part of a document's name and the list narrows to matches instantly.

Fixed

• Converting a document to an editable version now tells you if it can't be done. Previously, if a conversion failed the item could quietly disappear. Now you get a clear message explaining why — for example, older Word ".doc" files can't be converted, so you'll be prompted to save them as ".docx" or PDF and try again — and you can dismiss the notice once you've sorted it out.
• Meeting documents can now be edited without a visibility error. Documents attached to a meeting are automatically scoped to their committee, and that scope is set for you — so the visibility option is no longer shown when editing them. Previously, editing one of these documents (for example, to change its type) could fail with a "visibility is required" message. You can now edit them cleanly, and their meeting scope is preserved.

[4.31.0] - 2026-07-04

Added

• Manage policies straight from your Documents page — the policy actions that were on the Document reviews page — Edit content, Mark reviewed, Submit for adoption, Upload a new or draft version, and Import to editor — are now available directly on each policy in your Documents library too.
• Bring an existing policy file into the editor — for a policy you already uploaded as a Word or PDF file, a new Import to editor option converts its content into the in-platform editor as a draft, so you can maintain it in the platform instead of in Word. Your current approved policy stays in place until you've reviewed the imported draft and approved it.
• Approved policies become a branded PDF automatically — when a policy you wrote in the editor is approved (from the policy details, or by carrying its adoption motion at a meeting), it's published as a branded PDF using your organisation's logo and colours. From then on it previews, downloads and shares with members just like an uploaded document, and each approved version is kept so you always have the history. Editing an approved policy and re-approving publishes a fresh version.
• Write policies directly in the platform — a new New policy (editor) button (on your Documents page, the upload screen and the Document reviews page) lets you create a policy in a built-in rich-text editor, starting from your policy template, instead of writing it in Word. Edit its title and content in place, with a warning if someone else has changed it since you opened it. While a policy is still a draft you review and edit it in the editor; once it's approved it becomes a shareable PDF you can preview and download (coming in a follow-up).
• Set a default policy template — a new Policy template setting lets you define the standard layout your policies start from (headings and boilerplate such as Purpose, Scope, Policy statement, Responsibilities and Review), so your policies are created consistently. This is the first step towards editing policies directly in the platform instead of in Word — more of that editor is on the way.

Changed

• Tidier documents list — your Documents library now shows each document's version, and older superseded versions are hidden from the Current view (still available under All), so the main list shows only your in-force documents. You can also reclassify a document as a Meeting Document from its edit screen.

Fixed

• Approving a new version now retires the old one — when you approve a policy that you created as a new version of an existing one (by importing it to the editor or uploading a draft), the previous version is now automatically marked superseded, so you're left with a single current version.
• Submitting a policy for adoption now shows it on the meeting agenda — when you submit a draft policy to be adopted at a meeting, it's now added to that meeting's agenda as its own item (with the adoption motion) — under General Business if you have one, otherwise at the end of the agenda — so it can be voted on and, once carried, become the current version.
• Retired documents no longer clutter Document reviews — when you retire a document, it now drops off the Document reviews register entirely, since a retired document isn't due for review. It stays in your main Documents library and can be reactivated at any time.

[4.30.0] - 2026-07-03

Added

• Position descriptions with review dates — position descriptions are now a document type with the same review lifecycle as policies: track when each is due for review, see it on your Governance Calendar, and manage it on the renamed Document reviews page (previously "Policy review"), which now covers both policies and position descriptions.
• AGM & SGM minutes for members — once approved, the minutes of your Annual and Special General Meetings appear automatically on the member portal for members to read and download.
• Filter documents by type — the documents library has a new document-type filter. Documents added through meetings or actions are now grouped as "Meeting Documents" and hidden from the library by default (you can show them via the filter).
• Retire a policy that's no longer needed — you can now set a policy's status to "Retired" to deactivate it. Retired policies stop sending review reminders and drop off your governance health score and calendar, but stay in your records and can be reactivated at any time.
• Set a policy's status and review dates — when uploading or editing a policy you can now set its status (Draft, Under Review or Approved) and its review schedule (review-due date, last-reviewed date and review cadence), so a draft policy can be marked Approved once it's adopted instead of being stuck as a draft.
• Adopt a policy at a meeting — you can upload a draft new version of a policy (your current version stays in force), submit it to a meeting for adoption, and once the meeting carries the motion to adopt it, the draft automatically becomes the current version with the previous one kept in history.
• Policy reviews on the Governance Calendar — policy review dates now show on your Governance Calendar alongside meetings, role end-dates, compliance deadlines and renewals, with any reviews that are already past their due date grouped in an "Overdue" section at the top.

Changed

• Clicking a document opens a preview — in your documents library, clicking a document now opens a quick preview in place instead of taking you to a separate details page, and uploading a document takes you back to your documents list.
• More detail in your documents list — the documents page now uses the full page width and shows document type, status, review status and last-reviewed date at a glance, with a tidier layout.
• Neater member document list — on the member portal, documents show when each policy was last reviewed, and draft or retired policy versions are no longer shown to members.
• Breadcrumbs on the reviews pages — the document review pages now have breadcrumb navigation.
• Governance Health layout — "Minute approval turnaround" now appears under the Meetings section of the Governance Health page.

Fixed

• Action filters now work — on the Actions page, changing the status, priority, committee or assignee filter (for example, showing only Overdue actions) now updates the list as expected.
• Letters of Appointment no longer appear in the documents library — signed Letters of Appointment stay with the appointment they belong to rather than cluttering your organisation's governance documents list.
• Tidier document details — on a document's detail page, long file-type information no longer overlaps the file size and other details.
• Clearer document preview — when a file type can't be shown in the browser (such as a Word document), the preview now offers a download button instead of an unexpected download.
• Neater status badges — policy status labels like "Under Review" now sit fully inside their coloured badge.
• Members see when a policy was last reviewed — the member portal documents list now shows each policy's last-reviewed date instead of when the record was last updated.

[4.29.0] - 2026-07-03

Added

• Governance health at a glance on your organisation page — administrators now see a Governance health card on the organisation home page showing your current score and grade, with a click straight through to the full breakdown.
• Set how often a committee is expected to meet — each committee now has a "meeting cadence" setting: Regular, As required, or Meets jointly within another committee. Committees that don't hold their own scheduled meetings can be marked accordingly, so they're no longer treated as overdue in your governance health score.
• See your subscription in the app — your organisation's plan and subscription status now open within Manage Associations from the status badge on your organisation page.
• Manage your subscription from Manage Events — the "Manage" link on the Manage Associations card in Manage Events now takes you straight to your subscription in Manage Associations, opening in a new tab.

Fixed

• Fairer minute-approval score for imported minutes — meetings whose minutes were brought in through the minutes-import tool are no longer counted in the "minute approval turnaround" part of your governance health score, since older imported minutes don't reflect your current approval turnaround.
• FAQ answers now open when you click a question — on the Frequently Asked Questions page, tapping a question expands its answer again.

[4.28.0] - 2026-07-01

[4.27.0] - 2026-07-01

Added

• A "Get set up" checklist for new organisations — administrators of a newly-created organisation now see a short, friendly checklist on the dashboard that walks you through the first useful steps: adding your members, bringing in your old minutes, scheduling your first meeting, inviting your committee and reviewing your compliance calendar. Each step has a button that takes you straight to the right screen, a progress bar shows how far you've come, and the card updates itself and disappears once you're all set.
• Helpful getting-started emails — in an organisation's first few weeks, the administrator who set it up may receive a short series of friendly, one-at-a-time emails pointing at the next useful step — from a welcome, to importing your old minutes, to scheduling your first meeting and finding your compliance calendar. They only ever nudge you toward things you haven't done yet, and they come from your own organisation's sending address.
• Governance health score — a new admin-only page gives your organisation a single score out of 100, with a grade from A to E, for how well its governance is tracking. It's built entirely from records you already keep — meetings, actions, minutes, office-bearer roles, your registers and your compliance obligations — and points you straight at the specific things worth attention, each linked so you can jump to it. A trend badge shows whether you're improving, declining or steady versus about a quarter ago. You'll find it under Governance Health in your organisation's menu, and there's a quick glance card on your dashboard for every organisation you administer. On the first of each month, administrators also receive a short email summary. The score is a helpful guide drawn from your own records — not a compliance certification — and it updates automatically as you work.

Showing 25 most recent versions. Full changelog available in repository.