September 2021: Creating and Managing Approvals in OnBoard

Karen Griffin

Voting and Approvals in OnBoard help your board act decisively. Whether it's an approval for a loan transaction, an amendment to your board's bylaws, or the adoption of an annual budget, OnBoard's Voting and Approvals streamline the process of approving a material action prior to its implementation. 

Learn how to:

  • Simplify your approvals workflow to get more done outside of meetings
  • Use the voting feature to cast ballots and collect results
  • Finalize the approval and add it to the resources section of OnBoard

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