Approvals, Surveys & eSignatures Pinned Featured

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

Surveys

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

eSignatures

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

• Managing Approvals
• Creating Surveys 
• Collecting eSignatures

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.