Govern smarter, move faster: The latest Diligent Boards and Entities updates

Governance work rarely arrives one task at a time. Agendas need building, entity records need updating, filings need tracking, and teams need to collaborate without losing control of who sees what. The latest Diligent Boards and Diligent Entities updates help reduce manual steps, tighten controls, and keep records aligned as work moves.

Here’s what’s new.

What's new in Diligent Boards

Your brand, every meeting: Custom Agenda Templates

Rebuilding agenda layouts in Word before every meeting slows board prep down. Custom Agenda Templates lets administrators upload Word templates with their preferred branding and formatting directly into Boards, preview them, set a default, and remove old versions. When creating an agenda or book, users select a template and the export automatically follows that layout, while agenda content remains managed in Agenda Builder.

• Keep agendas consistent across committees without reworking formatting each cycle.
• Make last-minute changes directly in Boards instead of updating Word files offline.
• Give admins a repeatable starting point that saves time every meeting cycle.

Collaborate with confidence: Shared Notes and always-visible note types

Boards now makes note collaboration clearer and easier to manage. Shared Notes on Boards Web Director lets users choose exactly which colleagues can access a note, bringing selective sharing to the web experience. At the same time, the note type selector is now always visible when creating or editing a note, so users can immediately choose between note types without opening a dropdown.

Reply chain notifications also help teams stay on top of follow-up. Anyone who has commented in a public note thread now receives notifications when new replies are added, and shared note emails use clearer wording so users can tell the note type at a glance.

• Choose the right note visibility faster, without second-guessing who can see what.
• Keep sensitive collaboration targeted to the right people.
• Stay on top of follow-up in note threads without manually checking back.

Minutes, refined: faster editing and cleaner records

Minutes improvements in this release remove some everyday friction. A new Properties link next to the minutes title gives faster access to minutes settings, and actions can now be reassigned to a different section without being deleted and recreated. The release also fixes trailing commas in attendee exports, improves AI pre-generation messaging, and resolves duplicate email notifications for pending actions.

• Update minutes faster without jumping between settings and editing screens.
• Reassign actions without deleting work and starting again.
• Produce cleaner outputs and reduce avoidable notification noise for users.

Security, your way: MFA separation for login and password reset

Administrators can now configure multi-factor authentication separately for login and password reset. This gives teams more control over how security is applied across different workflows, so verification requirements can better match internal policy and risk tolerance.

• Apply stronger security where it matters most without forcing the same setup everywhere.
• Align verification requirements more closely with internal policy.
• Give administrators more flexibility over user access workflows.

Know when your meeting is — at a glance: Meeting reminder email subject line optimisation

Boards is also testing a clearer meeting reminder subject line. Instead of a generic reminder, some sites will now receive emails that show the timing directly in the subject line, making it easier to understand when a meeting is coming up without opening the message. This is a temporary test running through mid-June.

• See when a meeting is coming up without opening the email.
• Help users triage reminders faster from their inbox.
• Reduce the chance that a reminder is missed because the timing is unclear.

Build governance expertise: New Investor Stewardship Fundamentals resources

The Education & Templates Library now offers an Investor Stewardship Fundamentals Learning Path. The resource package includes short courses, videos, and practical templates covering the fundamentals of investor engagement, shareholder activism, proxy advisors, and related preparation work. For teams building governance expertise in-house, it gives a useful starting point without requiring outside support.

• Give governance teams practical materials they can use without building resources from scratch.
• Support investor engagement preparation with templates as well as education.
• Help teams build confidence in stewardship-related work with less outside support.

What's new in Diligent Entities

Bulk upload with AI: Turn document backlogs into clean entity data

AI Import & Actions now supports bulk upload, helping teams turn document backlogs into structured entity updates faster. Users can upload up to 10 documents at once, and the AI identifies the relevant entity, extracts key details, and recommends next steps such as creating appointments or filing documents. Each proposed action is still reviewed before anything is committed.

This is particularly useful for updating appointments, processing documents that sit outside the system, or bringing post-acquisition information into the record without relying on manual re-entry.

• Reduce manual data entry when multiple documents need processing at once.
• Move faster with appointments, document categorization, and other high-volume entity work.
• Keep users in control by reviewing recommendations before anything is actioned.

From your Microsoft 365 ecosystem to your system of record: SharePoint and OneDrive upload

SharePoint and OneDrive upload also makes it easier to bring documents into Entities from where teams already work. Instead of downloading files and uploading them again, users can select documents directly from SharePoint or OneDrive through the Import wizard and move them into the system of record with fewer steps.

• Cut out the extra steps of downloading and re-uploading files.
• Bring documents into Entities from the systems teams already use day to day.
• Help maintain a cleaner, more complete system of record with less friction.

Supporting UK IDV requirements: Managing and reporting on identity verification codes

For UK entities, new Identity Verification reporting helps teams report on individuals’ IDV codes. Users with access to system reports can generate a report showing individuals with UK IDV codes and narrow it to a specific company when needed. Because the new report includes sensitive data, it cannot be saved to working documents, helping teams balance operational visibility with data protection.

• See which individuals have completed IDV requirements and where action is still needed.
• Support UK filing readiness with clearer reporting at company level.
• Easily identify and verify codes with directors, officers and PSCs.

Keep entity records aligned with legal status in real time: Automatically action pending events when the e-filing is accepted

Entities can now automatically action pending events after e-filing acceptance, helping records stay aligned without manual follow-up. Once a filing is accepted by the relevant registry, the system updates the event from Pending to Actioned, refreshes company records and compliance dates and logs the activity in the audit trail.

This keeps your records completely up to date, while reduce the manual effort to do so – a small system change, with a huge operational and time-saving impact.

• Reduce the risk of accepted filings not being reflected promptly in the entity record.
• Remove a manual follow-up step from routine e-filing workflows.
• Keep audit trails and compliance dates more consistently aligned with legal status.

Ready to explore?

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Not yet a customer? Request a demo to see how Diligent supports board and entity workflows with fewer manual steps and stronger control.

Can I use these features on mobile?

Access board materials and stay on top of meeting prep using the Diligent Boards app, available on the App Store and Google Play.