Aprio Board Portal Features

Provides cloud storage for documents and content in-app.

Enables board members to view and electronically sign documents.

Restrict access to confidential files or folders.

Allows board members to share notes or annotations with others.

Integrates video conferencing into the meeting workflow.

Maintains an archive of meeting materials.

Provides a single sign on functionality for users and works with different authentication applications.

Manages skills tracking for board members, helps users identify skills gaps, and informs recruitment and succession planning.

Allows for the creation and administration of board assessments.

Provides real-time insights into board members’ roles and term statuses.

Creates tailored questionnaires for directors and officers, featuring pre-filled answers, eSignatures, and attachments.

Integrates with popular storage and file-sharing tools including Google Drive, OneDrive, or DropBox

Integrates with popular email software, such as Microsoft Outlook or Google Workspace

Integrates with e-signature software such as Docusign or Adobe Acrobat

Set up connections to third-party platforms to improve business processes

Securely stores data to prevent data loss or breaches

Automates the process of scheduling meetings.

Enables users to create itemized agendas for meetings.

Allows users to record the meeting minutes within the application.

Enables users to prepare a board book with meeting materials, including managing file uploads and publishing selected materials.

Provides built-in voting functionality to streamline decision-making and approvals.

Gives users the ability to send polls, surveys, or questionnaires to board members.

Includes the ability to create and assign tasks to board members or committees.

Manage the process of planning and scheduling meetings, including agenda creation

Track and manage adherence to policies for any service, product, process, or supplier

Track and manage schedules and meetings via an integrated calendar

Access event or meeting agenda online

Manage attendance for classes, shifts, meetings, or events

Manage a group of members established for coordinating plans, programs, or other initiatives

Create, manage and track all task activities and progression

Keep an official record of all meeting discussions, including decisions made, actions assigned, deadlines set, etc.

Manage the process of evaluating documents or requests submitted for approval

Create, design and manage workflows for repetitive tasks

Create, save, and store files

Specify or track the date/time a project, task, etc., is due for completion

Plan an event's time and location

Public or private sharing of digital files such as documents, audio/video, images, and more

Engage in direct, instant messaging with customers, users, etc.

Allow users to access multiple services after entering their login credentials once

Customize contracts and forms to collect specific information

Online portal where employees can access and track their own information

Add customized logos and colors to align with company branding

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Store, modify, and track user accounts and access in a centralized directory

Protect sensitive data for digital privacy

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Assemble applications and processes by dragging over and arranging pre-built components

Define levels of authorization for access to specific files or systems

Provides a channel for team members to share media files, communicate, and work together

Integrates with Active Directory

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Create, manage and track all task activities and progression

Pre-designed layouts that can be customized to match preferences and requirements

Store, manage and track all forms in a centralized location

Store, manage, and track all electronic documents in a centralized location

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Create, design and manage workflows for repetitive tasks

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Centralized repository to store content and assets

Track and manage schedules and meetings via an integrated calendar

Use AI to generate content in the form of text, images, videos, etc.

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Private online space that lets businesses securely share documents and provide information access to clients

Track revisions and updates made to files and navigate between different versions

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Securely stores data to prevent data loss or breaches

Communicate using direct chat or messages within the system

Leave comments and notes on documents for others to view

Online portal through which end users can access the system, manage tasks, or obtain information

Search and filter data across systems to locate required information by entering keywords or certain criteria

Application programming interface that allows for integration with other systems/databases

Set up connections to third-party platforms to improve business processes

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Access software remotely via mobile devices

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Add customized logos and colors to align with company branding

Communicate using direct chat or messages within the system

Online portal through which end users can access the system, manage tasks, or obtain information

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Software designed for the healthcare industry

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Data is backed up automatically to prevent data loss

Search and filter data across systems to locate required information by entering keywords or certain criteria

Application programming interface that allows for integration with other systems/databases

Review and analyze existing information across documents

Comprehensive list that contains information and details of all the members associated with a particular organization or group

Track revisions and updates made to files and navigate between different versions

Connect with meeting participants remotely over video

Pre-designed layouts that can be customized to match preferences and requirements

A record of all activities within the system, including user access, changes made, etc.

Gauge satisfaction and receive information for improvement and success

Provides a channel for team members to share media files, communicate, and work together

Allow users to access multiple services after entering their login credentials once

Software specialized for non-profit organizations

Notifications received when important dates and deadlines are coming up

Manage the accounting and financial aspects of multiple locations or companies in a single location

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Import and export data to and from software applications

Timed notification for any upcoming task, deadline, appointment, or activity

Private online space that lets businesses securely share documents and provide information access to clients

Ability of websites, web applications, or mobile applications to function without an active internet connection

Verify the identity of users/devices to enable secure access

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Integrated automation system to allow enterprises to create new company holdings

A list of events with their respective dates

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Allows users to generate text based on a text prompt.

Use AI to generate content in the form of text, images, videos, etc.

Use AI to convert voice into text automatically