Approvals, Surveys & eSignatures Mostrato in alto In evidenza

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 OnBoard Academy or In-App Tutorials for a step-by-step walk-through of any of the action tools.