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Learn about the basics of BoardWorks

Learn how to create and manage meetings and events in BoardWorks

Learn how to add and remove and manage users in BoardWorks

Learn how to add and manage Committees and Officer Groups

Learn how to manage documents in the reference section

Learn how to participate in and create and manage Discussions and Alerts

Learn how to create and manage Evaluations, Surveys and Voting in BoardWorks

Learn how to add links and manage profiles in BoardWorks

Learn how BoardWorks easily integrates with MS 365 and DocuSign

Download the latest BoardWorks Guides for Administrators and Directors

A collection of guides focusing on new functionality

A Collection of Webinar Recordings

Short, easy-to-follow how-tos for various tasks.

BoardWorks Guide for Directors

This guide explains how to use the BoardWorks iPad app to access meetings, review documents, complete tasks, and manage your account. Use the articles below to quickly find answers to common questions and complete tasks in the app.

This guide explains how to use the BoardWorks iPhone app, including logging in, accessing meetings and Board Books, annotating documents, completing tasks, signing documents, using BoardWorks Chat, and switching between boards.

This guide explains how to use the BoardWorks Windows App

This guide explains how to use the BoardWorks Android App