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

Using the BoardWorks iPhone App

This article explains how to configure and log in to the BoardWorks iPhone app for the first time.

Once logged in, you will be able to access meetings, Board Books,…

BoardWorks Initial Login - iPhone

This article explains how to access and manage your profile, account information, alerts, settings, and other personal features in the BoardWorks iPhone app.

Managing My Profile and Settings on iPhone

This article explains how to access meetings, view meeting details, open Board Books, join virtual meetings, and view attendee responses in the BoardWorks iPhone app.

Working with Meetings on iPhone

This article explains how to access and navigate the Board Book in the BoardWorks iPhone app. 

Learn how to open the Board Book, review meeting materials, navigate agenda items and…

Using the Board Book on iPhone

This article explains how to annotate documents in the BoardWorks iPhone app, including creating, viewing, editing, and synchronizing annotations.

Annotating Documents on iPhone

This article explains how to access and review reference documents in the BoardWorks iPhone app. Reference documents provide access to important materials that are not associated with a specific meeting…

Accessing Reference Documents on iPhone

This article explains how to access and complete tasks in the BoardWorks iPhone app. Tasks may include signature requests, voting, evaluations, and surveys assigned to you by your organization.

Completing Tasks on iPhone

This article explains how to review, sign, accept, reject, and comment on signature requests in the BoardWorks iPhone app.

Signing Documents on iPhone

This article explains how to use BoardWorks Chat on iPhone, including accessing conversations, sending messages, sharing files, and communicating with other BoardWorks users.

Using BoardWorks Chat on iPhone

This article explains how to switch between boards in the BoardWorks iPhone app if you have access to multiple boards. Directors with access to more than one board are often…

Switching Between Boards on iPhone

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.

BoardWorks for iPhone

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