Approvals, Surveys & eSignatures Pinned Featured

Jenni Washington
  • Edited

The OnBoard legacy Governance Suite and the Premium Package provide tools that ensure the most effective and efficient meetings possible. They are also available as add-on's to the Essentials Package.

You will access these from the Actions menu inside OnBoard.

Secure Approvals & Voting

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

  • Meeting Minutes/Consent Agenda Approval
  • Loan Decisions
  • Board Nominations
  • Property Acquisitions


Find out member availability, settle on a location for the annual retreat. Collect any information or opinions you need from you Board.

  • Post-meeting Feedback
  • Retreat Evaluations
  • Event and Meeting RSVPs


Electronic signing provides a fast, secure, and accurate identification alternative to handwritten signatures, all while keeping your records compliant.

  • Confidentiality Statements
  • Resolutions
  • Travel Authorizations
  • Amendment to Bylaws/Policies

Training Videos & Resources

Note: When you are logged into OnBoard, navigate to the Help menu and launch the Use Cases for a step-by-step walk-through of any of the action tools.



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