Why the address matters
A board pack usually arrives as an attachment named “Q3 board deck FINAL v2.pdf”. A link at board.yourcompany.com says who it’s from before anyone opens it.
In the Kestrel Grid board pack above, directors switch the cash runway between three scenarios and mark the decisions they’re ready to approve. “Save as PDF” still gives you a clean copy for the archive.
Set it up once
- Connect a subdomain
In Settings → Custom domain, add something like
board.yourcompany.com, then create two DNS records. The certificate is issued for you. Custom domains come with the Individual and Team plans. - Publish the update
Ask your agent to build the quarter’s update from your numbers and publish it. It starts Private, visible only to your workspace.
- Share it with a code
Turn on a Secret code that expires in 30 days, and send directors the link and the code separately. From then on, the link opens on your domain.
Every quarter, one place
| Approach | When it fits |
|---|---|
| One artifact per quarter, in a Board project | Each quarter keeps its own link and code; search finds any of them |
| One living link, a new version each quarter | Directors keep one bookmark; past quarters stay in the version history |
Either way, nothing gets lost in an inbox, and you can give a new director the whole history in one link.
Stay in control
- Views shows how many people opened it and on which days. It also shows where they came from.
- New code replaces the old one at once, and anyone who only knows the old code is locked out.
- Switch the link to Private and pages already open stop loading anything new within about a minute.
- Shared links ask search engines not to index them.
Other documents on your domain
Every public and secret-code link in the workspace opens on the same domain. Use it for investor updates and release notes, or for a security overview a customer needs to review.





