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This article explains how to navigate the BoardWorks iPad app, access the main menu, sign out, and manage your account on your device.

Using the BoardWorks iPad App

Learn how Directors can configure the BoardWorks iPad app, select their region, and complete the initial login and setup process.

BoardWorks Initial Login - iPad

This section explains how to view and update your profile and account settings in the BoardWorks iPad app, including your profile details, profile picture, password, and security question.

Managing My Profile and Settings on iPad

This article explains how to access meetings, join virtual meetings, and view attendee responses in the BoardWorks iPad app.

Working with Meetings on iPad

This section explains how to open, view, and navigate the Board Book in the BoardWorks iPad app. The Board Book contains the meeting agenda and all related documents.

Using the Board Book on iPad

This section explains how to add, save, and share annotations when reviewing documents in the BoardWorks iPad app.

Annotations allow you to highlight important information, add notes, and mark up…

Annotating Documents on iPad

This section explains how to access and view Reference Documents in the BoardWorks iPad app.

Reference Documents provide convenient access to important organizational information and supporting materials outside of a…

Accessing Reference Documents on iPad

This section explains how to access and complete tasks assigned to you in the BoardWorks iPad app, including Voting, Surveys, and Evaluations.

Completing Tasks on iPad

This section explains how to access and complete Signature Requests in the BoardWorks iPad app.

Signature Requests allow you to review and sign documents directly within BoardWorks using your iPad.

Signing Documents on iPad

This article explains how to use BoardWorks Chat on iPad, including accessing conversations, starting new chats, sending messages, and managing chat communications.

Using BoardWorks Chat on iPad

This article explains how to switch between boards in the BoardWorks iPad app if you have access to multiple boards. 

Directors with access to more than one board are often…

Switching Between Boards on iPad

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.

BoardWorks for iPad

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