OnBoard
OnBoard Board Portal
OnBoard Board Portal
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Description
Board meetings should be informed, effective, and uncomplicated.
The OnBoard board intelligence platform enables teams and boards be forward-looking and strategic. OnBoard provides a secure and comprehensive set of tools to help you and your organization prepare, conduct, and analyze board meetings to maximize post-meeting productivity.
Key features include a seamless Zoom integration for virtual meetings, annotations, eSignatures, secure messaging, RSVP, voting and approvals, a resource library, offline access, multi-board and subcommittee support, and more.
OnBoard's industry-leading Microsoft Azure-based and multi-certified security protocols keep meeting materials safe and within compliance. Features include end-to-end encryption, two-factor authentication, biometrics, granular access permissions, remote device wipes, and multiple data centers.
Key Features and Capabilities:
• Fully integrated Zoom web conferencing that allows remote participation while having access to all the features of OnBoard
• Always up-to-date board books in real-time on any device, anywhere
• Secure Messaging
• Vote on motions and approvals
• Powerful analytics and insights
• In-Meeting Agenda and Time Tracker & Post-Meeting Ratings
• RSVP and attendance tracker
• Resource center for bylaws, past notes, annual budget, and key governance materials
• Personalized Dashboard with access to the latest meetings, meeting materials, and announcements
• Notes and Annotations that sync across every device
• Two-factor authentication
• Multi-board and sub-committee support
• Offline access
• eSignatures
• D&O Surveys and Questionnaires
• Industry-Leading Support and Customer Success
Security:
OnBoard’s security features keeps your meeting materials safe and your organization in compliance. We apply industry-leading security measures.
• Encryption in Transit and Rest and the most robust standards 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.
• 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.
• Azure Security Partnering with Microsoft Azure, OnBoard offers world-class security, full disaster recovery, and active geo-replication.
Support and Training:
OnBoard support includes 24/7 U.S. based phone and online chat. An online resource center includes detailed guides on how to use OnBoard.
Customer Success Managers provide ongoing support. This includes strategic guidance and best practices as well as live, interactive, training to administrators and end-users whenever needed.
Support is wide-ranging and comprehensive.
Screenshots
Version History
Releasing updates every 21 days on average. Last update 155 days ago.
Realtime Document Version Updates
While viewing a document, you will now be immediately prompted when a new version has been published, ensuring you always have access to the latest materials.
Annotation Sync Status Visibility
While annotating a document, you can now see the save status of your annotations, providing clarity and confirmation that your edits are up-to-date.
Feedback & Support
Report issues, request features, and access FAQs and help articles through our new Feedback & Support options. We're eager to hear from you and understand how we can improve your app experience!
Enhancements to Account Creation
With the app installed, you can simply click an invite link in an invitation email, and you will be taken through an updated and simplified account creation process, after which you'll be signed into the app.
Bug Fixes and Improvements
Agenda Collaboration
Meeting agendas can now be easily refined with the ability to read, add, and reply to comments on your agenda sections alongside other agenda collaborators.
Localized Dates & Times for Downloads
Matching the in-app experience, dates and times generated in file exports will now be formatted correctly for your device’s region, so your materials are consistent inside and outside of the app.
Documents in Messenger
Messenger now supports sending file attachments, so you can have richer conversations and share files securely with your colleagues. Add files to a conversation by selecting from your device's file browser, photo library, dragging and dropping items, or taking photos with your device's camera.
Fixed an issue that could cause a crash when starting a new Messenger conversation
Board Assessments
You can now view and respond to Board Assessments while on the go! Auto-Saving of responses allows you to complete the assessment at your own pace and progress indicators let you know how many questions still require your response.
Board Assessments
You can now view and respond to Board Assessments while on the go! Auto-Saving of responses allows you to complete the assessment at your own pace and progress indicators let you know how many questions still require your response.
Redesigned Resource Center
Resources now display in a wider, more user-friendly layout, and with subfolder breadcrumbs so you never lose your place.
Resource Annotation List and Sharing
Resource annotations now display in a list view, enabling you to easily jump to any note or manage your annotations with multi-select options, like batch delete. Also, resources now support Annotation Sharing, enabling more collaboration between you and your colleagues.
Fixed a bug preventing some users from logging in via Single Sign-On
Approval Discussion Files
You can now attach documents and photos to messages in an approval's discussion for sharing with the other participants.
Document View State Restoration
For each document you view, OnBoard will now remember your last-viewed page, presentation style, and any page rotation changes you've made, making it easier for you to continue where you left off.
Other minor bug fixes and improvements
D&O Questionnaires
You can now respond to D&O Questionnaires from within the app. Your progress is automatically saved as you respond to questions, so you can pick back up right where you left off. After eventually submitting your responses, you can return at any time to review your submission.
Tasks Improvements
Users can now view and add documents related to the task for better collaboration and efficiency. We also added a rich text editor for the task's description field, making it more useful and versatile than ever.
Tasks Improvements
Users can now view and add documents related to the task for better collaboration and efficiency. We also added a rich text editor for the task's description field, making it more useful and versatile than ever.
Supplementary Meeting Files
Content contributors often have additional supporting materials to share with board members outside the board book. Now, these materials can be added as Supplementary Files to your meeting's agenda, available directly in your meeting for quick access to more detailed information.
Bug fixes and user experience enhancements
Agenda Time Management
OnBoard's Agenda Time Management feature helps the meeting facilitator and all meeting participants effectively manage board meeting time via a handy pacer line and a notification when 15 minutes are remaining in your meeting.
Minor bug fixes and improvements
SSO via OneLogin
Organizations can now enable and enforce the ability to sign in using their Single-Sign On accounts via OneLogin, to make signing in easier and safer.
• Beautiful new logo and color palette
• Bug fixes
• Auto-download Meeting Minutes from your most recent meetings to be kept up-to-date and offline ready
• Minor enhancements and bug fixes to improve your app experience
Minutes Builder: Review Meeting Minutes
You can now review your meetings’ minutes from within OnBoard when your organization uses the new Minutes Builder. This includes visibility into who attended each meeting, the minutes that were taken throughout the meeting, any motions raised, and any action items created as a result.
Task Management
Now, manage and assign tasks to yourself and others, all within OnBoard, so you can better organize your action items and stay productive.
This update introduces our Zoom integration. This new functionality allows attendees to participate in virtual meetings while having access to all the features of OnBoard. Additionally, attendees can now easily join a Zoom meeting with one click.
Remote Meeting Details
Easily access info for web- and tele-conferencing into your meetings.
Unnumbered Agenda Sections
Meetings have been improved so items like lunch breaks can be built into your agenda.
Dashboard Hyperlinks
Quickly find external resources and websites from your Dashboard with new link additions.
• Added ability to RSVP as "Attending Remotely" to a meeting
• See which meetings have been Archived on your meetings list
• Fixed minor bugs
• Added ability to RSVP as "Attending Remotely" to a meeting
• See which meetings have been Archived on your meetings list
• Fixed minor bugs
• Redesigned Login Experience
• Enhancements to Meetings
• Receive and Accept Organization Invitations in-app
• Redesigned Login Experience
• Enhancements to Meetings
• Receive and Accept Organization Invitations in-app
Added Touch ID Security option.
Added ability to view approval results.
Bug fixes.
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Fix issue that was affecting book downloads.
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