Make a board pack PDF
Combine your numbers, slides, and notes into one board pack, watermarked and locked.
The problem
- A board pack pulls together statements, decks and memos from several teams into one document under deadline.
- Confidential figures need a visible watermark and protection before circulation.
- Manual assembly each quarter is repetitive and easy to get out of order.
The workflow
One licensed pipeline chains these steps end to end. Each step is a tool you can try free on the public site.
- 1
Merge the sections
Merge PDF →Combine financials, slides and memos in the agreed order.
- 2
Mark as confidential
Add watermark →Stamp every page CONFIDENTIAL / DRAFT as appropriate.
- 3
Paginate
Add page numbers →Apply continuous numbering for clean cross-reference.
- 4
Lock the pack
Protect PDF →Password-protect before sending to directors.
Try it free, right now
Every tool in this workflow is free on the public site — no signup, nothing uploaded. Run the steps by hand to see the output, then license the automated pipeline for your team.
Why run it on-premise?
Board material is price-sensitive and tightly held. Assembling it on-premise keeps unreleased numbers inside finance and produces a consistent, watermarked, protected pack every quarter.
The Business suite ships as a self-hosted bundle that runs inside your own network, so the documents in this workflow never leave the building. See how deployment works.
A ready-to-send board pack put together in minutes, locked and watermarked.
Included in the Business license.
More Finance & Accounting workflows
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Make invoices, tidy them up, and bundle them into monthly statements in bulk.
Make an audit binder
Gather your evidence, number every page, and lock it into one audit binder.
Hide account numbers on bank statements
Permanently remove account numbers and balances before you share a statement.