OnBoard actions tools help teams reach consensus, make decisions, and execute responsibilities throughout your meeting cycle. The accelerate contracts and formal decisions with built-in eSignatures, enables decisions to be reached at any time or place with Approvals, and the Survey tool allows teams to reach consensus before the meeting starts.

In this training session, you will learn how to:

• create Approvals and Voting for board actions
• collect any information you need via the Surveys and Questionnaires tool
• request, create, and collect e-signatures

This training will be run by one of our OnBoard Success Experts. Questions are encouraged!

Click here to choose your preferred date and register for live training.

OnBoard Action Tools Training Recording

If you are interested, we have a previously recorded session for you to access on-demand. It can be accessed by clicking here.