For Boards & Nonprofits

Build a Board Meeting Packet With a Clickable Index

Combine your agenda, financials, and exhibits into one PDF, then auto-build a table of contents so every board member can jump straight to any section.

Merge every documentAuto-build the indexNo subscription
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📋 A Typical Packet
Meeting Agendapage 2
Financial Reportpage 3
Exhibit A: Budget Detailpage 6
Exhibit B: Vendor Contractspage 7
↑ each row links directly to its page

Upload Your Packet Documents

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PDF files only — have a Word or Excel document? Convert it to PDF first, then combine it here.

Assemble the Packet — 4 Steps

Upload & Order

Add agenda, minutes, financials, exhibits — arrange the sequence

Merge

Combine into one packet PDF

Auto-Build TOC

Generate a clickable index linked to every section

Number Pages

Stamp sequential page numbers across the packet

See a Real Packet Assembly

A newly inserted exhibit page shown in a board packet assembly, highlighted with an Inserted badge

Real PDFCourt workspace — inserting a new exhibit into an existing board packet

You don't need board-management software for this

Dedicated board portals are built for ongoing governance workflows and come with a recurring subscription. If what you actually need is one well-organized, indexed PDF for this meeting, merging your documents and auto-building a table of contents gets you the same navigable result — free, with no software to adopt across your whole board.

Who This Is For

Nonprofit Boards

Assemble agenda, financials, and program updates into one packet each quarter

HOA & Community Associations

Combine minutes, budgets, and resident communications for board review

Small Company Boards

Build governance packets without adopting a full board-portal subscription

Frequently Asked Questions

Everything you need to know about building a board meeting packet

What is a board meeting packet?

A board meeting packet (or board book) is the bundle of materials — agenda, prior minutes, financial reports, committee updates, and exhibits — assembled and sent to board members ahead of a meeting so they can review everything in one document.

Do I need board management software to build one?

No. Dedicated board-management platforms (Boardable, Diligent, iBabs) are built for this but require an ongoing subscription. If you just need one well-organized, indexed PDF, merging your documents and auto-building a table of contents accomplishes the same navigational result for free.

Can I add a late exhibit without rebuilding the whole packet?

Yes — use Insert Pages to drop the new exhibit in at the exact right spot in the existing merged packet, rather than re-merging everything from scratch.

How do I make the table of contents clickable?

Upload the assembled packet to the JumpLinks tool and use Auto-Build TOC — it detects your section headings (Agenda, Financial Report, Exhibit A, etc.) and generates a table of contents page with real clickable links to each one.

Should I number the pages of the packet?

Most boards expect a stable page reference so members can say "see page 14" during the meeting — use the Page Numbers tool after assembling to stamp sequential numbers across the whole packet.

Is this free?

Yes — merging documents, building the table of contents, and numbering pages are all free, with no sign-up and no watermark on the free tier.

Do my agenda and financials need to already be PDFs?

Yes — the merge step here works on PDF files only. If your agenda or financial report is a Word or Excel file, convert it to PDF first (a free, one-click step), then combine everything here.

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