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This section explains how to navigate and manage your account in the BoardWorks Windows app, including accessing the main menu, signing out, and managing your device settings.

Using the BoardWorks Windows App

BoardWorks Initial Login - Windows App

This section explains how to view and update your profile and account settings in the BoardWorks Windows app.

Managing My Profile and Settings on the Windows App

This section explains how to access meetings, join virtual sessions, and view attendee participation in the BoardWorks Windows app.

Working with Meetings on Windows

This section explains how to open, view, and navigate the Board Book in the BoardWorks Windows app.

The Board Book contains the meeting agenda and all related documents for a…

Using the Board Book on Windows

This section explains how to create and manage annotations while reviewing documents in the BoardWorks Windows app.

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

Annotating Documents on Windows

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

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

Accessing Reference Documents on Windows

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

Completing Tasks on Windows

This section explains how to review and sign documents in the BoardWorks Windows app.

Signature Requests allow organizations to distribute documents requiring electronic signatures and track completion by attendees.

Signing Documents on Windows

This section explains how to switch between Boards in the BoardWorks Windows app.

Users with access to multiple Boards can switch between organizations without signing out and back in again.

Switching Between Boards on Windows

This guide explains how to use the BoardWorks Windows App

BoardWorks for Windows

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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