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BoardWorks Quick Start Guide - User Management & Docusign Integration

Updated over 3 weeks ago

Welcome to BoardWorks 7.4!

We are excited to introduce two fantastic new features that we think you’ll love.

User Management

In this release, we’re thrilled to bring you expanded functionality wi User Management for BoardWorks Administrators! This feature gives you enhanced management capabilities to manage your users – you can now add, edit, disable users, as well as set term expiry dates for both existing and new accounts. While we always enjoy connecting with you through Support, you no longer need to contact us to add or remove users from your board.

Docusign Integration

Another fantastic new feature in BoardWorks 7.4 is Docusign Integration

Docusign integration will significantly boost efficiency by streamlining the document management process. Administrators can now send signature requests from BoardWorks through your existing Docusign account.

You can track the progress of documents in either system, ensuring transparency and reducing follow-up time. Once a signature request is complete, the signed document and certification are automatically stored in BoardWorks, saving time on manual uploads and ensuring all documents are securely archived in one place.

The guide below will provide you with the necessary steps to get started with these new features.

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