The OnBoard legacy Governance Suite and the Essentials Package provides productivity tools that ensure the most effective and efficient meetings possible. These can be accessed 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
- 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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