OnBoard Features

OnBoard

Board Management Software That Makes Boards Happy

4.74/5 (175 reviews)

OnBoard Feature Summary

  • Advanced permissions management
  • Annotation summary
  • Announcements
  • Approval process management
  • Attendance tracker
  • Attendance tracking
  • Auto save
  • Biometric login security
  • Board book
  • Collaboration
  • Compliant with international security standards
  • Document management
  • Document storage
  • Electronic signature
  • Granular access controls
  • Group chat
  • Intelligent notifications
  • Intrusion detection and DDoS protection
  • Live integration with Microsoft Office
  • Member directory
  • Microsoft Azure security
  • Minutes management
  • Multi-board support
  • Multiple data centers
  • Notes & annotations
  • Offline access
  • Outlook integration
  • Polls / voting
  • Presenter mode
  • Private messaging
  • RSA 4096 bit encryption
  • Read, review & annotate board materials
  • Remote data wipe
  • Resource center
  • Resource folders
  • Surveys & questionnaires
  • Sync across devices
  • Timed meetings
  • Two factor authentication
  • Usage logs

Collaboration Feature Comparison

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Automatic Notifications (155 other apps)
Calendar Management (107 other apps)
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Collaboration Tools (255 other apps)
Collaborative Workspace (173 other apps)
Commenting (165 other apps)
Customizable Branding (129 other apps)
Document Management (135 other apps)
Document Storage (166 other apps)
Drag & Drop Interface (143 other apps)
File Management (119 other apps)
Permission Management (166 other apps)
Projections (122 other apps)
SSL Security (119 other apps)
Search Functionality (215 other apps)
Third Party Integration (161 other apps)

Competitor Feature Comparison

Mobile apps

iOS App


583 reviews

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Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


17 reviews

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OnBoard Feature Reviews

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

Lisa Boyd

Not what I expected

2019-11-07

File sharing with my board and document storage

Pros

Creating agendas is a breeze. It's easy to assign a task on the agenda to a user.

Cons

You can't drag and drop files to organize them once you have them uploaded to a folder .

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Passageways


Thank you for taking the time to review OnBoard! Sorry to hear that things have been a bit tough for you. I will definitely have Jenni reach out to you to see how she can assist. Otherwise, I'm glad you are mostly finding it easy to use.

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Pheap Chhoeun

Great!

2019-04-16

Overall, it is a great tool when putting together the board packet.

Pros

I like how you can easily drag and drop document to the section.

Cons

It is hard to modify the agenda, unlike the older version was much easier to do.

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 Passageways


Thank so much for taking the time to review OnBoard! I'm glad the drag and drop is really helping to speed things up for you. Thanks for the suggestion, and I will pass that on to our Product team.

Read more
David Geddam

Effective Management Meetings using OnBoard

2017-04-04

The documents including presentations can be easily searchable anytime.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No

Response from Passageways


Thank you for taking the time to review OnBoard! That's great to hear it's going so well for you. If you need anything, please let your CSM know.

Read more
Charles Nieman

Passageways Onboard Review

2019-11-08

Pros

Adding relevant files to each agenda item is a simple as dragging and dropping.

Cons

We originally tried to use Kindle Fire as the device of choice for access due to lower cost.

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 Passageways


Thank you for taking the time to review OnBoard! I'm so glad that ease of use is coming across for you and that your board members are loving the change. Yes, some devices are going to be more slow due to their capabilities and hardware, but good thought to go to iPads, which are definitely more powerful than a Kindle. A Kindle will still work; it's just not as fast.

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Stephanie Carlson

Hidden Gem

2019-01-28

I work with a very experienced board and several have commented that it is one of the better portals they have encountered.

Pros

It is a clean and intuitive interface with lots of power behind the scenes.

Cons

I'd like the Dashboard design to allow for more more customization.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Passageways


Thank you so much for taking the time to leave a review! Ease of use will always be a top priority for us when making updates. We definitely appreciate the suggestion, and I will pass that along to our Product team. If you need anything, please don't hesitate to contact your Customer Success Manager.

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Brenda Lockhart

The Best Board Management Option

2019-03-07

Our Board members and staff members appreciate how easy it is to find documents and communicate in real time.

Pros

I especially like the Drag-and-drop feature and the MS Office coordination.

Cons

I would love to separate my appointments by date and time and location and still have a single meeting captured.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Passageways


Thank you for taking the time to review OnBoard! I'm glad you are finding it so easy to use. We appreciate the suggestion, and I will pass that along to my Product team.

Read more
Charlotte Owen

Very user friendly, sleek portal

2019-11-14

Our Board find it really easy now to navigate to one place to find current and past Board papers or to locate details of future meetings.

Pros

I love the user friendly design and navigation. The dashboard makes it very easy to keep track of upcoming and past meetings.

Cons

Sometimes the formatting on some word documents doesn't come across when uploaded as part of a 'book'.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
John Wolfkill

CCA Foundation creates missional moments with ONBoard

2018-09-04

The OnBoard team was incredibly responsive and helped me understand how to use the tool, walked me through customizing the look and feel of the portal, and helped me build immediate muscle memory for utilizing the tool for multiple board meetings.

Pros

The ease of meeting agenda creation and document attachment; the use of voting and other actions that improve meeting efficiency; the ability of each reader to annotate documents and be well-prepared for conversations; the AGB board member best practice resources.

Cons

The customization of the theme/design of the home page is limited.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Passageways


Thank so much for taking the time to review OnBoard! We are thrilled that this is a big time-saver and easy to use for you. We definitely appreciate the feedback, and I will let the Customer Success and Product teams know.

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Vanessa Fordyce

Easy to use and a great value.

2019-11-07

When I did the demo for OnBoard I kept thinking that this software seems so easy and that I must be missing something.

Pros

The mark up/comment tools are especially helpful.

Cons

I don't have any complaints about OnBoard. The software I previously used was very labor intensive and did not flow nearly as well.

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 Passageways


Thank you for taking the time to review OnBoard! I'm so glad you are finding it easy to use and that you haven't found any cons yet is always nice to hear. If you need anything, please let us know.

Read more
Sharon Yeaton

OnBoard Success

2019-11-08

Pros

With a place for both board books and reference materials we can make it easy for directors to find what they are looking for.

Cons

I wish it would send automatic notifications when a document is updated in the board book.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Passageways


Thank you for taking the time to review OnBoard! I'm so glad that OnBoard has made things easier for you and board members. That's good feedback about the notifications, and I will definitely bring that up to Product.

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Katie Edmonds

OnBoard Board Portal

2018-09-10

Pros

Our board members and internal owners have all seemed to find it easy to learn, it secures and helps streamline our process and customer service has been great!

Cons

I feel Admins are restricted a little and would benefit from having more functionality and management options in some areas (such as being able to edit company details for a more personal “feel”, etc).

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Passageways


Thank so much for taking the time to review OnBoard! We really appreciate the feedback, and I have submitted that to our Product team.

Read more
Kathy Harlin

Great product at a great price.

2019-11-07

Allows for a terrific collaboration process.

Pros

Ease of building the agenda and supporting documents. What used to take me hours is now handled in seconds by OnBoard.

Cons

Can't think of a least favorite aspect of the software. It's easy to use and very cost effective.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Passageways


Thank you for taking the time to review OnBoard! I'm so glad you are finding it easy to use and that you haven't found any cons yet is always nice to hear. If you need anything, please let us know.

Read more
Ashley Vanderheiden

OnBoard Board Portal

2019-05-06

We are extremely happy with our decision to use OnBoard! We've been very pleased with our CSMs. Recently we rolled out OnBoard to 2 boards and the rep conducted 3 training sessions for our board members with very short notice. It's been great working with her! When reaching out to her, she's been very quick to respond or forward my email on to tech support.

Pros

Easy to learn both from an Admin and end user! Security measures of OnBoard!

Cons

As the owner of the OnBoard tool, I have to rely on others to assign permissions and ensuring human error doesn't happen.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Passageways


Thanks so much for the review! We are thrilled to hear about the shout out for the Customer Success and Support teams. I will be sure to pass along your regards. Please continue to work with your CSM to discuss any challenges you are having, so we can quickly address those for you.

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Felix Leno

OnBoard is a great board meeting sofware, easy to implement and use

2019-03-25

great experience

Pros

The convenience of uploading board meeting packages with easy access for directors at any time from anywhere (phone, tablets, laptops, etc...) 4. use of annotations features on documents.

Cons

Maybe the user interface on the homepage can be more attractive.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Passageways


Thank so much for taking the time to review OnBoard! It's always great to hear about customers making such great use of the Resources section and how easy it is to use. If you have any questions, please let us know.

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Matt Piazza

OnBoard Board Portal

2019-03-19

The ease of use in preparing the board package was the biggest selling feature.

Pros

The ability to move documents around effortlessly made it easy to switch from our previous provider.

Cons

The additional add-ons like collaboration for board members on the portal was included in our previous board package and is extra here.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Passageways


Thank so much for taking the time to review OnBoard! It's great to hear that you are having a good experience. If you have any questions surrounding pricing, please let us know, so we can work something out for you.

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Peter Vercillo CPCU CIC

My first impression is my current impression- easy to use, well supported

2018-07-24

Easier communication and development for the administrator along with the board members.

Pros

We went from a paper driven document board delivery to electronic format with in 6 months.

Cons

I would like to see either shared files or links within reports that can allow readers to continue with board report while referencing a linkable data document.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Passageways


Thank you so much for your review! We really try to make ease of use our top priority when incorporating updates into our software. I will be sure to pass along your suggestion to the Product team as well.

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Pilar Keyes, PMP

Simple for Admins and Board Members

2019-02-01

OnBoard has streamlined our process for building board books, receiving RSVPs, and surveying members for event participation, meal selection, hotel and travel accommodations. Having the ability to do all of these tasks in one portal is a terrific improvement to how we have accomplished these tasks in the past.

Pros

Drag and drop capabilities are very useful, and the portal allows for surveys, announcements, resource sharing as well as the standard features expected in all Board Portal packages.

Cons

MacBook Air unable to be setup to load word docs without font issues.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Passageways


Thank you for taking the time to review OnBoard! I'm happy to hear you are having very little issues. However, we do appreciate that feedback, and I will mention it to our Product team.

Read more
Lawanna Saxon

I am loving Onboard Passageways for assembling my monthly board packages. Support team is awesome!

2018-07-17

Pros

Preparing the packages and loading documents is extremely easy compared to the old way of combining files into one pdf.

Cons

The permissions have been a little challenge.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Source: Capterra
Helpful?   Yes   No

Response from Passageways


Thank so much for taking the time to review OnBoard! We are thrilled that this is a big time-saver. I will definitely pass along the kudos to the Support team. Also, thanks for the feedback, and I will pass that along to our Product team.

Read more
Deborah Kemper

OnBoard Board Portal Software Review

2019-02-05

Our Board of Directors is 100% paperless! No more killing trees or recycling paper after the meeting.

Pros

I really like that I can see the board documents on any of my devices, laptop, iPhone or android device.

Cons

That I have to remember to give my attendees permission to upload their documents.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Passageways


Thank so much for taking the time to review OnBoard Board Management Software! We are thrilled that this is a big time-saver for you. Please keep your Customer Success Manager updated if you find any issues. Lastly, if you are interested in calculating your environmental impact at work, we suggest this tool: https://c.environmentalpaper.org/.

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Anonymous
(Banking company, 11-50 employees)

OnBoard is great!

2019-11-08

Now, we just present the packet on a device of the board member's choice and go! Storage is great as well because it's contained within OnBoard and the members can keep their notes in their space also.

Pros

You can turn permissions on and off with the click of a mouse.

Cons

Maybe just learning the few tweaks would be the only negative - but that's with any software. Overall, I have no "cons" to mention. The customer support is awesome if you do get stuck.

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 Passageways


Thank you for taking the time to review OnBoard! I'm so glad to read that you are happy with the software and that it's making your life easier. Also, it's always great to read that you can't find any cons. If you need anything, please let us know.

Read more
Julia Schabas

OnBoard by Passageways

2019-04-17

Pros

- It's very intuitive for both users and administrators - Everything is automatically saved - Being able to notify users when a package is posted - Using the online voting tool between meetings - Great customer support!

Cons

- high frequency of emails when documents are posted to the resource library - inability of one of our board members to access OnBoard using his screen reader (we're working on it though!)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Passageways


Thank you so much for the review! We are thrilled to hear that those features are so helpful. Your Customer Success Manager should be able to help with the challenges you are having.

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Lisa Artz

From day one, the attention I have received from the team has been second to none!

2018-07-20

Please see my review comments

Pros

I can upload information as it comes to me in multiple file formats, and can reorganize the documents within the book effortlessly.

Cons

There's a few minor things that could be tweaked, but overall it's an easy, clear and efficient system that has saved hundreds of hours and resource time and reduced the risk of mailing board books to members that live outside of our immediate area.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Passageways


Thank so much for taking the time to review OnBoard Board Management Software! We are thrilled that this is a big time-saver for you, and I have passed along your compliments to the Support and Customer Success teams.

Read more
Jyl Zubiate

Eureka College OnBoard Portal Review

2019-10-21

The materials for each committee meeting as well as for the board meeting are easy to create and access. We are able to post important announcements for the board between meetings to keep them up to date.

Pros

I have heard nothing but positive comments from our board members.

Cons

Currently OnBoard does not have a feature for tracking board member terms.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Passageways


Thank you for taking the time to review OnBoard! I'm so glad to read that your board is staying engaged outside of board meeting and that you are finding our updates useful. That's good feedback about the terms though, and I will bring that up to product. If you need anything, let us know.

Read more
Jan Reynolds

Great Board Software

2019-07-11

We have been able to expand the use of the software to support management meetings in addition to the board meeting and the single point of an organized method of archiving docs and decisions is enormously helpful to our operation!

Pros

The ease of access by both the Admin and the board members is probably at the top of the list of great attributes of the OnBoard portal!

Cons

At the moment I really cannot think of anything. There was only one issue which frustrated me when I started using the software and I share it with the Passageway team and they created the change which supported my need!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Passageways


Thank you so much for the review! Ease of use has always been at the top of our priority list. I'm so glad to hear that Support has helped fix your issue.

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John Wilcox

Great system, easy to use, packed with features

2019-11-14

Relatively simple implementation, we took a modular approach by adding what we needed to start with, then adding the other available functionality later on.

Pros

Very simple to use, all users found it easy to pick up, great way to share information, calendars of meetings & events.

Cons

Its a bit fiddly across the different devices that can be used to access it, with different users accessing in different ways, it makes it a little harder to support internally

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

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