OnBoard integrates with the tools your board already uses—like Microsoft 365, Zoom, and Docusign—to eliminate friction, reduce risk, and keep everything in one secure platform.
Launch and join virtual meetings via Zoom directly from your OnBoard agenda — no links to manage, no apps to toggle.
Manage contracts, disclosures, and board documents from creation to final signature with DocuSign — all without leaving the platform.
Edit, comment, and collaborate on files in Microsoft 365 without downloading, re-uploading, or losing version history.
Facilitate secure, swift access to critical information through seamless SSO integrations with Okta and OneLogin.
Forget digging through calendars or email invites. With Zoom and Teams integrated directly into OnBoard, your board can join meetings securely, on time, and with zero confusion.
With Docusign inside OnBoard, you can manage contracts, disclosures, and other legal docs from creation to final signature—all in one place.
With Microsoft 365 integration, you can collaborate on documents during meeting prep or review—without downloading, re-uploading, or losing track of changes.
Connect OnBoard to identity providers like Okta and OneLogin to streamline logins and centralize access control. SSO keeps board access secure, simple, and fully in sync with your organization’s existing authentication systems.
OnBoard integrates with Zoom and Microsoft Teams for virtual meetings, DocuSign for eSignatures, Microsoft 365 for document collaboration, and any SAML-compatible identity provider for Single Sign-On authentication.
The Microsoft 365 integration enables administrators and contributors to edit and collaborate on Word, Excel, and PowerPoint files directly within OnBoard during meeting preparation, without needing to download files or manage separate copies. Changes save automatically and sync back to OnBoard in real time, so board members always see the most current version.
The DocuSign integration enables administrators and creators to initiate, route, and track formal eSignature workflows from within OnBoard. Administrators can create envelopes, add recipients, set signing order, and monitor envelope status without leaving the platform. Once completed, signed documents can be downloaded or exported to a resource folder for record-keeping.
Yes, every integration in OnBoard meets the platform’s standards for encryption, access control, and regulatory compliance. Integration activity is governed by the same role-based permissions and audit logging that apply across the rest of the platform.
Start your journey and unlock unparalleled security, insights, and efficiency with OnBoard.
