What Makes OnBoard Next Gen?

It does more than any board portal, ever.

Cloud Performance, Security, & Speed

OnBoard was engineered to deliver performance, security, and simplicity through the Cloud. That means it works from any browser, backed by industry leading Azure Security, and auto-saves your interactions so you never lose your work.

Upgrade OnBoard on Your Schedule

Board schedules vary, and the last thing you need is to show up to a meeting and discover everyone needs to update their OnBoard app. That’s why OnBoard gives each organization control over when to deploy the latest OnBoard releases to their directors and staff.

Any File Just Works

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.

Face ID & Touch ID Security

Your board materials security is absolutely paramount. That’s why OnBoard works with Face ID and Touch ID technologies on Apple devices to authenticate users before they enter OnBoard. Better yet, you’ll never worry about forgetting your password.

Integrations With The Apps You Love

OnBoard boasts integrations with the apps you love and use every day. It integrates with Outlook to keep your calendars aligned, it works seamlessly with Word when drafting minutes, and streamlines book building with One Drive, Google Drive, and Dropbox Integrations.

We Support Every Device You Use

We were the first to market with a dedicated iPhone app. We didn’t stop there. OnBoard runs flawlessly across PCs, phones, and tablets; with dedicated apps for iPhone, iPad, Android, Windows, and Amazon Fire.

Ask More From Your Board Portal

Next Gen In-Depth

  • Shareable Annotations
  • Voting & Approvals
  • Book Builder
  • eSignatures
Write By Hand, Type a Note, Share to Anyone

Shareable Annotations

OnBoard’s Next Generation Annotations enable directors and leaders to simply start a conversation about any aspect of their board books. Sharing notes and annotations are all part of a greater whole when it comes to creating a more collaborative board experience.

What makes our Shared Annotations so advanced is the type of content that can be shared. In older board portals, only typed notes were sharable – OnBoard is the only board portal that lets users share all types of annotations, digital notes, free-hand notes, and highlights.

Next Gen annotations include advanced styling, a searchable archive, and an easy way to see who you are sharing annotations with.

Govern From Anywhere.

Voting & Approvals

OnBoard’s Next Gen Approvals empowers organizations to safeguard their compliance by keeping digital records of each action the board takes. Providing value when an approval is on a short deadline and when an action must be taken on time sensitive matters.

From any device, directors have an overview of all outstanding votes and approvals. Each item is attached with all the context directors need to deliberate and decide for themselves. Appended documents, a seamless chat interface, and, optionally, see the results of the measure.


The eSignatures workflow in OnBoard is a fast, streamlined process. Administrators simply upload the document that needs a signature and appended where the singer must act. Directors immediately receive a notification that a signature is pending, and with just one click they sign their name. That’s it.

Directors will always have a record of every document they signed. Administrators always have a simple workflow to understand what signatures are outstanding and what’s been signed. Uniquely, we provide the ability to embed eSignatures directly into the board agenda.

Drag & Drop and Be Done in Minutes

Fastest Board Book Builder

OnBoard’s Next Gen Book Builder empowers administrators and executive assistants to easily create a dynamic agenda and board book. Working on any device, administrators have powerful cloning tools to leverage a previous agenda as a template – a new canvas to quickly spin up a new meeting. 

As administrators amend any section of the board book, their work is automatically saved across the platform. OnBoard is the only board portal on the market engineered to automatically save as your work, designed for multiple authors to work simultaneously, and accept every modern filetype.

The Only Board Portal

Designed To Be Picked Up & Just Work


Designed To Make Meetings More Strategic: As They Are Meant To Be

OnBoard is purpose built for mobile. It’s next generation design makes meeting more than operational presentations, it turns them into strategic working sessions.

With clear design, meetings become more productive, board book access becomes amazingly intuitive, archives are readily accessible, votes can easily be taken, minutes entered, all so you have time to devote to thoughtful deliberations.

Time savings—the result of improved collaboration before and during a meeting—is the single most important benefit an intuitive, next generation, platform can provide your board.

Designed With You in Mind

A flat and simple design makes navagating the board book amazingly easy.

Find Exactly What You Need

A quick tap to the agenda reveals every supporting document to a section, giving you instant access without digging through 100s of pages.

Connect With Colleagues

Every member of the board or committee meeting is highlighted above the agenda. Tap their portrait to reveal their profile and full contact information.

Every Document In Your Pocket

Your organizations resource library will securely contain every significant document you need to effectively govern.

OnBoard is the most accessable board portal ever, designed for everyone.

Because It's Cloud

You Can Try Before You Buy


Meetings As
They Should Be.

Strategic, Without Distraction.


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.



The Dashboard is the personalized homepage for every organization. Quickly examinine upcoming meetings, instant one-touch access to supplementary materials and announcements.


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.


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.


Face ID & Touch ID Login Security

Your board materials security is absolutely paramount. That’s why OnBoard works with Face ID and Touch ID on Apple devices to authenticate users before they enter OnBoard.



eSignatures provide a fast, secure, and accurate identification alternative for signatures, all while keeping your records compliant.


Universal Compatibility

No matter what device you love, it works with OnBoard. You can create a board book on your Macbook, send it to your CEO to review on his Android phone, and upload documents from your home PC.


Secure Approvals and Voting

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


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.

“We were dealing with a group of board members who were highly engaged, executives at their own companies, and we needed to get them information in real-time, quickly, that they could use anywhere, not just during our meetings.”

-David Mooney, President and CEO, Alliant Federal Credit Union

David Mooney