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. 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 Eliminate the need to distribute hard copy material which can be misplaced or outdated.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 existing 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.
Search Form Attachments
A user has the ability to search the content of the documents uploaded to the Meeting Room. The files that the user has permissions to view will display in descending sequence by date uploaded.
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.
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.
Disable Saving
By converting a document using our built-in PDF conversion tool, you are able to restrict a user from saving that file to their local hard drive.
Calendar Updates
This admin feature in the calendar will allow you add a recurring meeting based on when the meeting occurs. For example, if your board meeting is the first Thursday of each month, you can repeat that event on the calendar for as many months as you’d like.
Email Message Alerts
Users will be alerted via email or text message that they have a new message awaiting them on Director Access. An active link within that email will take them directly to the login page.
Internal Messages Attachment
You are able to add attachments to your secure, encrypted message that you send to other users.
Calendar Event Link
A calendar event for a committee meeting can link directly to the documents that have been uploaded to the Meeting Room for that meeting date and committee.
Exporting Calendar Events
A user can export Calendar events as an iCalendar file. This file can be imported into Google Calendar, Outlook 2007 and Apple products such as iPad and iTouch.
Modifying User Information
A user can change their personal information in the Directory. This eliminates the need to go through the administrator.
Customized System-Generated Emails
A user can receive an email when new information has been uploaded to Director Access or when a comment has been added pertaining to that information. The email contains the Director Access logo and your company logo. The content of the message is customizable.
COMING SOON:
Approvals
The approval section of Director Access will allow users to approve items such as loan requests, minutes, policies, and procedures. All approvals will be listed by due date on its own page and link to the specific document or page it refers to. |
