OnBoard Complete Board Management Features and Capabilities
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Always Up To Date

Your board book automatically saves and instantly syncs across every device. You will always have the latest version and never be surprised by a last minute change.


The Easiest Board Portal Ever

Guided in app training and an interface so intuitive that two-thirds of directors just pick it up – without any training. OnBoard defines easy.


Fits The Way You Work

Read, review, and annotate your board materials and notes as it suits your work-life style. Anywhere, anytime, and on any device: web app, iPhone, iPad, laptop, Kindle Fire, and Windows Surface. You can also easily vote, secure approvals, answer surveys and questionnaires.

OnBoard Messenger

OnBoard Messenger

Start a conversation, about anything. One-on-one, group chat, or even bring in the entire board into the discussion. Now the whole committee can to dig into financial details together. And it’s all in the same OnBoard app you already use and trust.



The Dashboard is the personalized homepage for every organization. Directors have a single place to access their most pertinent materials. Quickly examining upcoming meetings, instant one-touch access to supplementary materials and announcements.


Next Gen Annotations

OnBoard is the only board portal that lets users share all types of annotations, digital notes, free-hand notes, and highlights.


Face ID & Touch ID Login Security

The strongest security available! Never worry about forgetting your password. Simply login Touch ID or Face ID on your iOS device.


Secure Approvals and Voting

Approve the annual budget, amend the bylaws, adopt employee benefits, any board actions can be voted on directly within OnBoard.



eSignatures offer the same legal standing as a handwritten signature. eSignatures provide a fast, secure, and accurate identification alternative for signatures, all while keeping your records compliant.


Always Insync Notes & Annotations

Your notes and annotations automatically sync between every device. Take a note on your iPhone and it will be immediately available on every other device.


Two-Factor Authentication

With two-factor authentication, your OnBoard account can only be accessed by verifying your identity using a second method, separate from your password.


Industry Leading Security

Your data is always encrypted. At every stage. On every device. On upload and download. Around the clock monitoring to prevent intrusion and DDoS attacks.

An OnBoard Exclusive

Engagement Analytics

The Only Platform That Enables Leaders To Make Data-Driven Decisions. From growing startups to Fortune 1000 organizations leverage OnBoard to drive better governance.

Know What's Big Before the Big Meeting.

Engagement Analytics prepares directors to better engage with board materials before meetings. It provides insight into which agenda sections are receiving the most attention and where stakeholders are making significant notes and annotations.

Let's start a conversation.

Join a Demo. Start a Trial. Talk to an Expert.

Join a Group Demo

Join us for a free live demo with our solution experts. We'll show you how our customers' love translates into an amazing product.

Start a Free Trial

OnBoard is the only leading board portal that offers a no strings attached free trial, so you know precisely what you’re getting before you fill out any paperwork. There’s no credit card, no commitments.

Talk to a Solution Expert

Our experts are on standby to talk with you right now about how OnBoard will drive value at your board meeting. So let's start a conversation.

Introducing The All New OnBoard Messenger

A Secure Place to Discuss Board Work With Anyone

A conversation that’s easy to start.

OnBoard Messenger allows the board to quickly start individual or group conversations to discuss sensitive board work. If you're looking at the financials and need the CFO's expertise, they’re just one tap away.

A secure place to talk about sensitive board work.

Messenger leverages the same trusted Azure security that's always protected OnBoard data. That means messages can only be read by exactly who you intend.

Built right into OnBoard. No Second App.

Unlike other board management solutions, OnBoard messenger is built right into the apps you already use. That's because making directors download a second app leads to fragmented usage. With OnBoard Messenger every aspect of your board life-cycle is in once place.

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Resource Folders

The annual report, corporate policies, bylaws, corporate charter, and all your key documents are always one click away. Finding exactly what you need is easier than ever.


Always Available Board Books

There’s no need to carry around old board books. Past meeting materials and board books are available for further review and reference.


RSVP & Attendance Tracker

Express your intent to attend your next meeting directly within OnBoard. An official record of attendance can be exported for administrative or individual use.


Presenter Mode

When guiding a meeting or showing your board materials for others to see, you can easily hide your personal notes and annotations.


Timed Meetings

Set a duration of allowable time for each section of your meetings. When everyone knows the time limitation, your board will be more focused.



If an important policy is changed or meeting is rescheduled, communicate with the whole board or individual committees with targeted announcements that are emailed and appear within OnBoard.

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Multi-Board Support

Directors often sit on more than a single board. OnBoard allows directors to quickly move between organizations.


Global Data Centers

A global array of data centers ensures your data’s security and fidelity while bringing lighting fast speeds for global users and travelers.

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Offline Access

Work online or off. When there’s no internet you can still access all your board materials. Once you’re back on wifi, all your work will instantly sync across your devices.

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Remote Data Wipe

If your device is lost or stolen, you can leverage your iOS and Android device to remotely purge all data.


Environmental Impact Tracker

OnBoard customers have already saved over 25,000,000 pages of paper. OnBoard displays the number of trees you’ve saved directly showing your environmental impact.


Expanded File Support

Whether your board needs a complex spread sheet or just to the facts PDF, you can connect any type of file to your board book: Word, Excel, PowerPoint, PDF, Google Docs, One Drive, YouTube, and more.

Buyers Guide 2

A Comprehensive Exploration of the Board Software Market

This guide is here to help you navigate the often-confusing world of board management software. Written for anyone considering board management software for the first time or looking to replace an old and expensive provider.

Topics Covered

Features, Capabilities, & Security

Product Design & Director Adoption

How to Avoid Zombie Providers & Find a Partner

How To Make The Business Case

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Fastest Board Book Builder

Don’t worry about compatibility. Create the board book however you best work. OnBoard is compatible with Microsoft Internet Explorer 11, Microsoft Edge, Chrome, Firefox, and Safari; Windows 10 and MacOS.


Auto Save

Multiple people can collaborate together when the agenda is being created. The board book builds and updates in real-time. Never lose your work. Never over ride a previous version.


Customer Scheduled Upgrades

Whenever an OnBoard release is implemented, administrators are offered the option to immediately deploy the release across the entire organization or simply schedule for a later date.


Surveys and Questionnaires

Create a board evaluation survey, find out member availability, settle on a location for the annual retreat. OnBoard’s survey tool lets you collect any information or opinions you need from your board.

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Live Integration with Microsoft Office

Word, Excel, and PowerPoint documents are built directly into your board book. Take meeting minutes in Word and they instantly appear in OnBoard. It’s like magic.


Advanced Permissions Management

Granular access controls allow you to set who has access to board materials and communications.


Compliance In Your Control

You have complete flexibility to how your electronic records are stored. Administrators can automatically purge all notes and annotations when board books are archived. Control how your organization handles sensitive data.


Board Book Universal Compatibility

Don’t worry about compatibility. Create the board book however you best work. OnBoard is compatible with Microsoft Internet Explorer 10, Internet Explorer 11, Microsoft Edge, Chrome, Firefox, and Safari; Windows 10 and MacOS.


Bulk User Creation

Get your organization up and running in just minutes. Simply import a CSV file and OnBoard will instantly populate all of your end users.

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Mitigate Discoverability Risk

You have complete control of board materials and communications to mitigate discoverability risk. Remote purge capability and maintain a clean archived copy.

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Resource Center

Place the annual report, corporate policies, bylaws, corporate charter, and all your key documents into a central location that’s always one click away.


24/7 Industry Leading Support

Unlimited 24/7 support is available, direct from our headquarters in the U.S. You will get immediate help from a team that takes prides in their 100% satisfaction rating.

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Encryption in Transit and Rest

The strongest standard in the board portal industry. Our data centers utilize industry leading RSA 4096 bit encryption for data in transit between a user’s device and the data centers.


Your Data is Compliant

We are compliant with a broad range of international information security standards, including but not limited to: GLBA, FERPA, HIPAA, FISMA ISO 27001/27002, SOC 1, SOC 2, SOC 3, SSAE 16/ISAE 3402.

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Azure Security

Partnering with Microsoft Azure, OnBoard offers world-class security, full disaster recovery, and active geo-replication. Nothing short of the most secure industry leading measures are acceptable. That’s why we offer the gold standard of Cloud Security with OnBoard: Microsoft Azure.

Engagement Analytics. Exclusively From OnBoard

Know the trends on when the board books are read where annotations are made, and what sections are receiving the most attention

Live OnBoard Group Demo

We invite you to join us for a live group demo of OnBoard. Ask questions, see OnBoard for yourself.