Online, Affordable, Web-based, Secure Board Portal for your Board of Directors

Save Time by uploading individual documents as they become available.  There is no need to wait for everything to be complete in order to bind them together. Save Money by putting an end to printing, reducing ink and paper costs. Shipping charges are eliminated.

Meeting Room – Current The Meeting Room will be customized with a list of your committees such as the Board of Directors, Audit, Executive, Technology, etc.  Each committee will have links to the package and minutes.  With just one click, a list of documents from the most recent meeting for a specific committee is retrieved.   Committee members can receive email notifications with single-click access to the most recent documents for your upcoming committee meeting.  In addition, automated emails can be sent to the committee members reminding them of an upcoming meeting.   You can upload a variety of files types including: Word documents, Excel spreadsheets, PDF’s, PowerPoint presentations, images, text files, Access databases, HTML and MP3 files.  The list order can be rearranged without having to remove the documents.  Additional restrictions can be applied for a PDF.   Also, multiple PDF’s can be merged to create one document.

Meeting Room – Archive Go back in time and locate the material for any meeting by committee and date. This is a convenient way to retrieve information from past meetings including viewing the comments relating to that meeting.  All information gets archived automatically.

PDF Conversion The administrator has the ability to convert a Microsoft Office Word or Excel file to a PDF when uploading to the Meeting Room.  Additional restrictions are offered that do not allow the user to print, edit or copy content from the document.

Private Notes A committee member can leave a private note for themselves pertaining to a specific meeting.  This is a place to store your comments or questions that you want to remember to discuss at the time of the meeting.  It cannot be seen by other users. You also have the ability to print the note if you want a hardcopy to bring to the meeting.

Comments Committee members can leave comments or questions regarding documents they have read for an upcoming meeting.  Each comment appears with the person’s name, date and time.  All members of that committee will be able to view the comment.  It can be used as a way to communicate with committee members.

Website Information You can have links to any page on your organization’s website.  For example, if you are a bank and have a page with the latest news, a link can be created to go directly to that page.  If your company has multiple locations, you can link to the page that displays the address and hours of each facility.

Calendar of Events We offer a calendar that users can scroll through and see events by month for any year.  The events can be categorized, for example, by committee.  Each category is color-coded making it easy to identify.  You can also select events pertaining to one category.  Each event can display the following information:  start date and time, end date and time, location and description.

Document Vault Director Access can be used as a central repository to store documents for your users to view.  Eliminate the need to distribute hard copy material which can be misplaced or outdated.  Information can be organized by subject matter, for example: policies, procedures, etc.  With just one click, the document will open for the user to read.  You can store a variety of files types including: Word documents, Excel spreadsheets, PDF’s, PowerPoint presentations, images, text files and Access databases.

Contract Information Contract information can be stored on the site.  Any associated documents can be attached, keeping all relevant information together.  When a contract is getting close to the expiration date, an email reminder can be sent to the person responsible for reviewing the contract for renewal.

Secure Internal Messages Each user on your Director Access site can send a secure, encrypted message to another user or a group of people.   All messages remain on the site and can only be viewed by the people who are corresponding with each other.  A flashing indicator will alert you when you have a new message.  You can also monitor when a person has read a message you have sent them.

Directory Maintain contact information for all users on the site with a shared directory.   This includes a primary and alternate email address, business phone number, cell phone number, fax phone number, home phone number, business address, home address and job title.  You can also upload a photo for security purposes.

Polls Need to get a quick opinion on a specific issue?  You can post a question with a list of up to eight answers and have each user vote for their choice.  The votes are tallied and also displayed as a percentage.  Multiple questions can be stored on the site with one question active at the current time.

Forums Have discussions on a variety of topics by creating your own forums.  You can start by creating your own Avatar.  Then create a new thread, reply to an exiting thread, edit or delete your responses.  You can also perform a search on a word or phrase.

Surveys Looking for comprehensive responses that you can quantify?  You can build a custom survey which generates reports containing statistics such as question averages. Create sets of answers that can be stored and used for future surveys.   An image can be added to each section of the survey for a reference.

User Permissions Permissions are given at the user level in order to control who can view or add information for each component of the site.  For example, a user can be limited to only view the documents for the committee of which they are a member.

Forgot Password If a user forgets their password, they can receive an email which allows them to login if they know their User ID and reminder answer.  The reminder answer is selected by the user upon the initial login and can be changed at their convenience.

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