BoardWorks can be accessed either through a web browser or through our mobile BoardWorks apps on the following platforms.
iPad
iPhone
MacOS
Windows (Surface, Laptop, Desktop)
Android (Phones & Tablets)
While both options are supported, they are purposefully designed for different roles and activities. This guide explains those differences so you can choose the best experience for your role.
Two Access Methods, Two Primary Uses
Web Browser Access
Designed for administration and content creation/management
The BoardWorks web portal is where all administrative work is performed, including:
Performing system and administrative tasks
Managing users, committees and officer groups
Creating meetings and board content
Uploading and managing reference documents
Managing books and materials
Important to note:
Administrators can log into the mobile apps, but no administrative functionality exists in the apps. When using an app, administrators have the same experience as a board member - focused on viewing and participating, not managing content. Many Administrators often login to the mobile apps as a quick check after publishing a meeting.
BoardWorks Apps (iPad, iPhone, MacOS, Windows, Android)
Designed for accessing secure board materials
The BoardWorks apps are optimized for how board members typically review and interact with materials. They support:
Reading and reviewing board books / documents
Making private annotations and sharing annotations
Signing Documents (Signature Requests)
Participating in votings, surveys, and evaluations
Secure direct messaging (on supported platforms)
Offline access to materials
The apps are where board members typically spend most of their time.
What’s Available Everywhere?
Regardless of how you access BoardWorks, the following core functionalities are available across both browser and apps:
Meetings & Events
Documents (Reference)
Alerts
Evaluations
Surveys
Voting
Links
Profiles
This ensures that essential access to board materials is always accessible.
Security: An Important Difference
One of the biggest differences between browser access and app access relates to how sensitive information is protected.
Web Browser:
Relies on the security of the computer being used
Limited ability to control what happens after documents are downloaded or printed
BoardWorks Apps
Encrypt documents on the device
Require keys for actions like printing, emailing, or opening documents outside of the BoardWorks apps
Support remote wipe if a device is lost or compromised
These additional safeguards are a key reason the apps are recommended for board use.
Common Tasks by Platform
The following table highlights where common BoardWorks activities can be performed.
Task | Web Browser (Portal) | BoardWorks Apps |
Create Meetings | Available | Not Available |
Edit Meetings | Available | Not Available |
Upload Documents | Available | Not Available |
Create Meeting Books | Available | Not Available |
Create Voting | Available | Not Available |
Create Surveys | Available | Not Available |
Create Evaluations | Available | Not Available |
Create Signature Requests | Available | Not Available |
Manage Users | Available | Not Available |
Manage Committees | Available | Not Available |
Manage Officer Groups | Available | Not Available |
Configure System Settings | Available | Not Available |
Review Board Books | Available | Available |
Access Reference Documents | Available | Available |
Annotate Documents | Available | Available |
Sign Documents | Not Available | Available |
Participate in Discussions | Available | Available |
Respond to Voting | Available | Available |
Respond to Surveys | Available | Available |
Respond to Evaluations | Available | Available |
Use BoardWorks AI | Available | Available |
Use BoardWorks Chat | Not Available | Available* |
*Availability may vary by platform and configuration.
Important Note
Administrative functions such as creating meetings, uploading documents, creating voting, creating surveys, creating evaluations, managing users, managing committees, managing officer groups, and configuring system settings are not available in the BoardWorks mobile apps and can only be performed through the BoardWorks Portal (web browser).
The BoardWorks apps are intended for reviewing materials, signing documents, completing tasks, participating in board activities, collaborating with other users, and accessing BoardWorks AI features.
BoardWorks AI Availability
Feature | Web Browser (Portal) | BoardWorks Apps |
BoardWorks Support Assistant | Available | Available |
AI Summaries | Available | Available |
Custom Queries | Available | Available |
Saved Summaries | Available | Available |
Recommended Approach
Administrators:
Use the web browser for creating, uploading, and managing content.
Board Members:
Use the BoardWorks apps for reviewing board materials, annotating documents, and participating in board functions/tasks.
This separation helps ensure both strong governance practices and better protection of confidential information.
BoardWorks is intentionally designed so that administration and content creation occur through the web portal, while secure review, engagement, and participation happen through the apps.
Both access methods work together to support secure, efficient board operations.