OnBoard Next Gen Board PortalFull Features & Capabilities

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.

Outlook Integration

Right from your email RSVP to your next meeting and vote on approvals. When you’re on the go, just boot up the email platform you already use to get work done.

Dashboard

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

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.

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.

Announcements

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.

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.

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.

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.

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.

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.

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.

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.