OnBoard January Release

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We began 2016  with a feature-rich OnBoard release that builds on the board portals’ core success – making meetings easy. The release improved how voting is handled across OnBoard, introduced the ability to annotate board books on the web, and bolstered security options for administrators. 

Approvals Made Easy

The Approvals feature, an enhanced overhaul of the voting system, allows approvals to be performed on specific agenda items and fosters discussions throughout the process. For instance, a loan committee attaches a proposed loan to the agenda with supporting documents; background of the loan, the terms, previous loans. Before the meeting, members may inspect the supporting documents and begin a discussion on the merits directly with OnBoard. For example, let other members know your vote is contingent on ‘additional supporting income statements.’

During the meeting, members can simply tap an approval icon on agenda item for the loan and have the full context of the pending decision at their fingertips, culminating in their vote.

Any action that demands an approval throughout your meeting, from dispensing with Minutes to more pressing actions, is now simply embedded into the agenda. Full supporting documents are right at your fingertips. This overhaul was focused on making it easier than ever to arrive at the meeting prepared to take action.

Web Annotations From Anywhere

We are also excited to bring board book annotations to the web, with the same simplicity available on the OnBoard iPad app. Now, no matter where you are, whether on a business trip with exclusive use of your laptop, on the beach with your iPad, or at your office desktop, you always have access to the latest board book that you can note and annotate. Enjoy a truly paperless board meeting. It fits the way you actually work, across all the devices you already use to get business done.

Simple Board Book Security

Finally, this release added additional security measures, including the ability for administrators to restrict board book downloads. Members can still view their board book within their web browser, but can be restricted from possessing a personal downloaded copy. Whether a particular meeting has sensitive information, or you would just prefer to keep all your board books within a securely hosted environment, we’ve given administrators greater control than ever over how their data is governed. Secure collaboration has never come with more peace of mine. 

We are excited for customers to begin utilizing these new features. We have many more exciting updates coming to OnBoard throughout 2016, and we’ll be sure to share details soon enough. If you would like to take a deep dive into the latest OnBoard release, all the details are explored by the lead developers in the release overview:

https://youtu.be/o3zJGRbkHVg