Diligent Boards Features

Diligent Boards

Diligent: Built to Drive Your Modern Governance Needs

4.74/5 (223 reviews)

Diligent Boards Feature Summary

  • 24/7/365 support
  • Annotations, mark-ups, & notes
  • Dedicated account manager
  • Integrated company insights, news, and industry board best practices
  • Note preservation
  • Resource Center
  • Secure communication

Competitor Feature Comparison

Access Control
Activity Dashboard
Approval Process Control
Archiving & Retention
Authentication
Automatic Backup
Automatic Notifications
Calendar Management
Client Portal
Collaboration Tools
Collaborative Review
Collaborative Workspace
Content Library
Customizable Branding
Digital Signature
Distribution Management
Document Review
Document Storage
Drag & Drop Interface
Electronic Signature Capture
Email Integration
Meeting Management
Multi-Country
Offline Access
Permission Management
Role Management
Role-Based Permissions
SSL Security
Search Functionality
Secure Data Storage
Secure Login
Single Sign On
Survey Management
Visit WebsiteCompare App
Access Control
Activity Dashboard
Approval Process Control
Archiving & Retention
Authentication
Automatic Backup
Automatic Notifications
Calendar Management
Client Portal
Collaboration Tools
Collaborative Review
Collaborative Workspace
Content Library
Customizable Branding
Digital Signature
Distribution Management
Document Review
Document Storage
Drag & Drop Interface
Electronic Signature Capture
Email Integration
Meeting Management
Multi-Country
Offline Access
Permission Management
Role Management
Role-Based Permissions
SSL Security
Search Functionality
Secure Data Storage
Secure Login
Single Sign On
Survey Management
Visit WebsiteCompare App
Access Control
Activity Dashboard
Approval Process Control
Archiving & Retention
Authentication
Automatic Backup
Automatic Notifications
Calendar Management
Client Portal
Collaboration Tools
Collaborative Review
Collaborative Workspace
Content Library
Customizable Branding
Digital Signature
Distribution Management
Document Review
Document Storage
Drag & Drop Interface
Electronic Signature Capture
Email Integration
Meeting Management
Multi-Country
Offline Access
Permission Management
Role Management
Role-Based Permissions
SSL Security
Search Functionality
Secure Data Storage
Secure Login
Single Sign On
Survey Management
Visit WebsiteCompare App

Mobile apps

iOS App


26 reviews

Requires iOS 12.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


37 reviews

Diligent Boards Feature Reviews

25 reviewers had the following to say about Diligent Boards's features:

Colleen Sidford

Find Diligent relatively easy to use which is important with large Board packages

2018-06-07

Pros

We use it to provide comments and questions prior to meetings and this allows Management to be prepared with answers.

Cons

Folder presentation - have to search through to find folder with current date material.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Source: Capterra
Helpful?   Yes   No

Response from Diligent


Colleen, thank you for taking the time to post this review. Sticky notes are one of our most popular features!

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Sonia Morales

Diligent is an excellent product!

2020-11-09

Overall, Diligent is a great product compared to how I used to do Board reports before.

Pros

Plus page numbering is automatic.

Cons

There can be some improvements on certain Excel sheets that do not transfer over correctly to Diligent.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ellie Street

Diligent Board Solutions

2020-08-11

The Account management is Great. there is always someone on hand to deal with any small issues we have immediately.

Pros

Diligent is easy to use, our Board members have been using this for over 2 years now and find it as easy to use as the Administrators.

Cons

Integration to our existing business was simple because we had already been using Boardpad.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Diligent


Hi Ellie, thank you so much for sharing this review, we really appreciate it. It's great to hear your board members and administrative users find Diligent Boards so easy to use!

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George Brack

Satisfied board member

2018-11-02

Secure portable communication and provision of Board materials

Pros

It’s Easy for management and boards to use

Cons

Nothing about it that I don’t like very much

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Diligent


Hi George, thank you for taking the time to share this review! We're so happy to hear that Diligent has been helpful in supporting your work as a board member.

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Laurence GILLET

using diligent boards as a PA

2019-03-12

Just as a PA i.e. downloading documents and printing documents

Pros

well structured software - easy to use user friendly

Cons

a bit slot to download full files when a large one

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Diligent


Hi Laurence, we're so happy to hear you've been enjoying Diligent! Thank you for taking time to share this review - we really value your feedback.

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Janice Rowland

Uploading Documents for Sharing

2020-11-09

Pros

Easy to upload or copy across files - 15MB limit per document Can use various packages, in early days some documents could only be uploaded as a pdf

Cons

15MB file size limit for uploading documents

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Sue McKay

Diligent Boards

2020-11-08

Pros

Uploading documents and organising Board packs is quite easy.

Cons

Formatting the notification email that advises Board and Committee members that packs are ready would be good.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Jeff Dick

Long-time user

2019-03-12

Information security and distribution control. All at your fingertips.

Pros

It makes management look good and it is so easy for board members to use.

Cons

Archiving books - you have to do it one at a time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Diligent


HI Jeff, thank you for taking time to share your review! It's wonderful to hear that Diligent has been so positively received across your organization for over a decade. Thank you for being a customer!

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Patricia Fairfield

Diligent Board Review

2019-05-17

It also functions well for directors to be able to access materials securely from anywhere in the world.

Pros

It is easy to use and very intuitive for both administrators and directors.

Cons

In addition, the notification, table of contents and calendar features are the weak parts of the software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Diligent


Hi Patricia, it's great to hear that you find Diligent intuitive and easy to use! Thank you for taking time to provide feedback please know that we are always looking to make improvements to our platform, and have taken your feedback into account.

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Mary Roth

Eileen Roth's Review

2018-09-26

I think the part of saving the book and having an easier time of choosing the correct people is rough.

Pros

I like drag and drop of the documents for our Board of Directors committee meetings.

Cons

We are going to have a test page the day before the Board Meetings to see if anyone is having a problem opening their book or documents.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Diligent


Hi Eileen, thank you for taking the time to post this review. We have some suggestions that may help with some of the issues you are experiencing, including an auto sync feature that will automatically update your directors' books. Please feel free to reach out to your Customer Success Manager to discuss further.

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Margaret Young

What Diligent Does Best

2020-11-09

Overall, the whole experience of implementing and using Diligent Board has been seamless and has created so much time-saving in my role for the number of meetings I control. And I can't speak highly enough about the Customer Support Team - they are amazing!

Pros

The Resource Centre is a terrific feature that has been embraced by the Board and Executive team as the repository for all those past presentations and reports that still need to be referred to.

Cons

As we are a not-for-profit organisation and not a listed company, we don't use all the features but there is no aspect of the software that we don't like

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Higher Education company, 201-500 employees)

Powerful, Expensive Tool for Producing and Managing Sensitive Board Materials

2019-12-19

Our support personnel received large amounts of tickets to assist with these activities. After switching, our users appear happy with the product and our support requests have decreased dramatically.

Pros

One of the best features is how document changes and approvals are tracked. You can also easily grant/restrict access to content meant for Board sub-committee members.

Cons

The solution is expensive and will be cost-prohibitive for smaller organizations. Everything works well and the support is top notch, but the value proposition can be hard to justify.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Mary Monahan

Helpful resource for committee members

2020-08-10

My company uses Diligent for committee members, most of whom like the portability of an iPad, and it is a great way to go paperless, including using electronic signatures, and to ensure security.

Pros

It's easy to set up users, and they are happy with the functionality. As an admin, it's fairly easy to navigate the interface for document templates called books, and the Resource Center where other documents can be stored.

Cons

As an admin, I can't see the same interface that the users see.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Diligent


Hi Mary, thank you for sharing your experience with Diligent! It's great to hear you enjoy using the platform with additional features like electronic signatures and the Resource Center.

If you'd like to share your story with the Diligent community, please reach out to customermarketing@diligent.com

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Jane Innes

Functionality

2019-01-29

It's a great tool overall to use for our monthly board papers.

Pros

Easy to upload documents, edit, print etc.

Cons

When uploading a word document into an easy edit document, the bullet points aren't usually copied over correctly, and it take a lot of time to bring everything into line.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Diligent


Hi Jane,
Thanks for taking the time to leave us this review. We're happy to hear that you and your directors find Diligent Boards easy to use, and we're grateful for the feedback regarding our EasyEdit word processor. Please know that we are always working to improve our product to deliver the best possible experience to our customers. Thanks again!

Read more
Sandra Dubois

We LOVE Diligent Boardbooks. Secure, user friendly, excellent features, excellent customer support.

2017-07-21

The board members can view or access the material anywhere in the world and on any device.

Pros

I also love the drag and drop method to load documents onto your sight, and the ability to drag your tabs into another position.

Cons

The only thing I can think of is, that it may be nice to have an "undo" feature in case I accidentally choose the incorrect option and something gets deleted.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Diligent


Thank you for your wonderful note, Sandra. We really appreciate you taking the time to share your experience. It was a delight to read your positive comment - thank you very much!

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Cecilia Hamlin

Diligent Board Portal Review

2020-04-15

Trying to have a secure tool for Board Members to access with Board materials.

Pros

Very Easy to use and load files. Secure too.

Cons

There was a learning curve, as to be expected.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kathi Kaminsky

User-friendly yet sophisticated board portal

2020-11-06

Purchasing, implementing, deploying, and using Diligent is unbelievable easy. Our account rep and the customer service team are extremely responsive in every way.

Pros

The ability to drag and drop documents is a big time saver; hyperlinking the documents to the table of contents is very easy to do; you can quickly hide or view archived board books; works very well on iPads and iPhones; deploying to directors is seamless.

Cons

I would like to be able to view the draft book on the website (laptop) just like the directors will see it on their iPads without having to use my iPad.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Shereen van der Westhuizen

Review of Diligent boards application

2020-11-07

Makes life so much easier especially where signatures on documents are required, storage and referencing

Pros

Easy to use, Easy way to store information where it is secure an has ease of reference

Cons

some of our board packs are very large and sometimes it is a bit slow in loading documents

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Lynda Gordon

Essential Product to our Business

2020-11-06

Diligent has been immediately responsive to any questions or issues we have with the product, passwords, or general operating questions. Our board does not utilize all of the many features but we have the option to do so if we wish to expand our usage.

Pros

I like the ease of use, the instant replacement of documents that I used to have to courier out to Board members, and the environmental & confidential aspects of not having printed copies of Board materials.

Cons

I'm frustrated that the web version and one-click are not identical yet and wait for the day that the web version can do the drag and drop the same way that one-click does.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Niqui Taylor

Best Platform Ever!

2018-09-27

Its changed my life regarding board packs, signing docs and filing

Pros

intuitive, effective, accessible, reliable, wonderful service the list goes on

Cons

we have used the voting option as a document signing application but it would be great to have two signatures the same on one page

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Diligent


Hi Niqui, thank you for taking the time to post this review. We are so happy to hear how much value Diligent has added to your work. We appreciate the feedback on our voting tool - it is because of these inputs that allow us to continue developing our products to make them work even better for you.

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John Clark

RBL

2019-08-31

Instant access to working documents

Pros

Good for accessing documents in a timely fashion

Cons

Difficult for persons who are not computer able

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Diligent


Thanks for the 5-star review, John! We love hearing that Diligent has saved you time and made your materials more easily accessible.

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Isabella Crafford

Diligent

2020-11-07

Makes the work of the Cosec much easier in terms of meeting packs and approving of documents.

Pros

It's various functionalities supporting the Cosec function in managing of meetings.

Cons

Would be nice if books could be created in one window from loading document, to approving and publishing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Dena Nafus

Pleased user

2020-11-06

Now with just a few drags of files and some clicks, it's amazing how fast and easy it all comes together.

Pros

This product is great to share documents among other users, it keeps the information confidential.

Cons

The use of this software is a little difficult to learn and begin to feel comfortable using. But, their customer service team is awesome and they are only a phone call away.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Raj Dave

Review of Diligent

2019-06-27

Recently began leveraging the questionnaire functionality for Board questionnaires/evaluations and it was very successful.

Pros

The easy to use platform, Boardbook interface and functionality

Cons

There are no features that come to mind.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Diligent


We know how cumbersome the questionnaire process can be, Raj! Glad to hear that Diligent D&O and Evaluations in combination with Diligent Boards has made it easier for you. Thanks for sharing your review!

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Irene Shelton

Board Meeting Portals easy and efficient

2018-10-12

Paperless solution to Board Meetings. We have converted 8 Boards to Diligent with a seemless transition. Training is excellent and new products are always offered and existing features are updated. Diligent listens to end users for suggestions and better solutions and incorporates what they can.

Pros

Easy to load documents, user friendly for all Boards, great storage for secure historical meeting material and governance documents.

Cons

Cannot load short videos for viewing at Board Meetings. Cannot move items from board meetings to resource centre.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Diligent


Thanks for the 5-star review and sharing your feedback with us, Irene! We are thrilled that you enjoyed your experience with Diligent Boards. We will be sharing your feedback among our team. Thank you!

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