OnBoard Features & Capabilities

Our platform is designed to work the way you do, addressing real-world needs and reducing complexity so boards and leadership teams can work smarter, move faster, and achieve more for the organizations they govern.


Foster Collaboration

OnBoard is built to help everyone involved do their best work by removing friction and fostering collaboration. From preparation, through planning and follow-up, we’ve designed our platform to address the unique needs of directors, executives, and administrators alike, because good governance is a team effort.

Zoom Integration

The Zoom integration enables directors and CEOs to meet face-to-face directly within the platform. No need to switch between apps.

Secure Messenger

OnBoard Messenger allows the board to quickly start individual or group conversations.

Dashboard Homepage

The Dashboard is the personalized homepage for every organization. Quickly examine upcoming meetings, with instant one-touch access to supplementary materials and announcements.

Notes & Annotations

Your review is aided by built-in annotation tools to mark up your book. You can highlight, draw, or create a sticky note. And your notes always stay in sync between devices.


Create a board evaluation survey, find out member availability, settle on a meeting location. Collect any opinion or preference from the board.

Presenter Mode

When guiding a meeting or showing your board materials for others to see, you can easily hide your personal notes and annotations.

Uncomplicated News & Announcements

If an important policy is changed or meeting is rescheduled, communicate with the whole board or individual committees with targeted announcements.


Multiple people can collaborate together when the agenda is being created. The board book builds and updates in real-time. Never lose your work. Never override a previous version.

Hold Smarter Meetings

Know what needs your attention and focus your energy on what matters most. Smart tools like meeting analytics and automated meeting briefs bring a new level of intelligence to board work to increase engagement and clarify priorities.


Engagement Analytics

Engagement Analytics prepares directors to better engage with board materials before meetings. Providing unique insights into your meeting.


Upload the document that needs a signature and directors immediately receive a notification that a signature is pending, and with just one click they sign their name.

Minutes Builder

Unify your workflow by making minutes directly within OnBoard. Effortlessly take notes, create tasks, track attendance, and mark motions as the meeting progresses.

D&O Questionnaires

OnBoard sets the standard for end-to-end board governance with a robust and integrated D&O Questionnaire solution

Diversity Reporting

Diversity Reporting makes it easy to record, chart, and plan updates to board diversity goals.

Skills Tracking

Build high-performing boards with insights to help recruitment and succession planning efforts

Roles & Terms Management

Real-time insights to improve recruiting and succession planning efforts — helping create a more intelligent and responsive board

Voting and Approvals

Govern from anywhere. Amend the annual budget, update the bylaws, any board actions can be voted on directly within OnBoard.

Board Assessments

Assessments empower boards to measure their performance against the organization’s goals. Leverage expert-built templates or use your own.

Meeting Briefs

An intelligent email alerts attendees when they are invited to a meeting, coaching them on next steps and how to better prepare for their meeting.

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Simplify The Tough Stuff

Respond quickly to changes and simplify difficult tasks that eat up time and resources. Track and execute action items with our task manager, build board books faster than ever, and send and receive targeted alerts and messages to keep everyone informed.

Task Management

Manage, organize, and track your most important action-items happening throughout your meeting cycle. 

Book Builder

The agenda and meeting builder is a drag and drop, every file-type enabled, template powered, cloning capable, document organizing, decision tracking, powerhouse.

Intuitive Design

OnBoard was created with the guidance of real board members. That's why directors with limited experience using technology find it so easy and natural to use – it was made just for them.

Bulk User Creation

Get your organization up and running in just minutes. Simply import a CSV file and OnBoard will instantly populate all of your end users.

Device Agnostic

Anywhere, anytime, and on any device: web app, iPhone, iPad, laptop, Kindle Fire, and Windows Surface.

Limitless System of Record

All your key documents are always one click away. Finding exactly what you need is easier than ever.

Offline Access

Work online or off. When there’s no internet you can still access all your board materials. Once you’re back on wifi, all your work will instantly syncs.

iOS Hand-Off

Pick up where you left off on iPhones, iPads, and Macs. OnBoard can seamlessly transfer exactly what you were working on from one device to another.

Worry Less, Do More

OnBoard is built to help everyone involved do their best work by removing friction. By elevating the key strengths and responsibilities of each role, we make it easier for everyone to bring more to the table.

Diversity Reporting Master

Public Posting

Create a public URL for public universities, governments, and public institutions to share. It’s a perfect way for public bodies to go above and beyond, provide transparency, and garner the public’s trust.

RSVP & Attendance

Know who has expressed their intent to arrive at your meetings and who attended each meeting. It helps keep you compliant, your meetings organized, and your board meetings running smoothly.

24/7 Support

Unlimited 24/7 support is available, direct from our headquarters in the U.S. You will get immediate help from a team that takes prides in their 100% satisfaction rating.

Universal Search

Need to find an old board book? Previous minutes? Or just an old note to jog your memory? Search for it.

Agenda Time Management

Keep your meetings focused and on schedule, automatically issuing reminders 15-minutes before your meeting is scheduled to end

Complete File Support

Whether your board needs a complex spread sheet, a just to the facts PDF, or a snazzy PowerPoint, you can connect any type of file to your board book.

Keep it Safe

Work confidently and ensure the right people see the right information. Unparalleled security and data protection features like permission management and compliance flexibility give you confidence and control over your organization’s most sensitive data.

Security 2021
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Azure Security

OnBoard offers the gold standard in Cloud Security: Microsoft Azure. Delivering full disaster recovery & active geo-replication. It's just part of our security first mindset, so you can be sure your board materials are completely private.

Two-Factor Authentication

With two-factor authentication, your OnBoard account can only be accessed by verifying your identity using a second method, separate from your password.

Granular Permissions

Granular access controls allow you to set who has access to board materials and communications. Every item in your board book can be quarantined for those pesky conflicts of interest.

Remote Wipe

Remote Wipe provides a contingency plan for your organization if a board member’s mobile device is lost or stolen. Quickly remove any stored data from the device to further protect your organization’s information.

Idle Wipe

As older devices find their way into junk drawers, OnBoard ensures those devices are wiped of sensitive data. When a user goes 90 days without connecting to the internet, the OnBoard app will delete all locally stored information.

Biometric Security

The strongest security available! Never worry about forgetting your password. Simply login Touch ID or Face ID on your iOS device.

Secure Single-Sign-On

Integrating with your Active Directory Authentication Library, both Okta and OneLogin SSO enables teams to seamless login to OnBoard while automating access controls and user provisioning. 

Compliance & Records

Control how your organization handles sensitive data. You can automatically purge all notes and annotations when board books are archived.


The strongest standard in the board portal industry – our data centers utilize industry leading RSA 4096 bit encryption for data in transit between a user’s device and at rest.

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Integrity and Transparency

To make sure it’s always safe and protected, we built our platform around the industry’s most advanced security protections from the ground up. And we have the credentials to prove it.

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SOC 2 Certified

Our procedures, controls and security practices have been audited by outside firms with a focus on our availability, security, privacy, confidentiality.

ISO 27001

ISO 27001 Certified

Our world-class security program and infrastructure is ISO 27001 certified, ensuring information assets such as financial data, intellectual property, and employee details are safe and secure.

GDPR Compliant

OnBoard is compliant with the General Data Protection Regulation (GDPR). It's part of our commitment to protecting the privacy of our customers around the world.

HIPAA Compliant

We know that healthcare providers experience frustration when selecting and adopting cloud solutions. That's why we've invested heavily into maintaining complete HIPAA Compliance.

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Unlock Superior Board Governance

Streamline your board meetings and unlock valuable insights with OnBoard’s powerful platform. Experience the difference of secure, efficient, and intuitive board management software designed for success.