Access board books and meeting materials instantly. Review, discuss, and collaborate on documents. Use streamlined voting, questionnaires, and signature approvals. Customize feature permissions for governance and security.
Scan and upload notes, receipts, and documents. Convert images to PDF, Word, PowerPoint, or Excel. Digitize printed or handwritten text. Save files to OneNote, OneDrive, or local device. Import images from gallery.
Access meeting packets and annotate materials with sticky notes, drawing, highlighting, underlining, and strike-through. View packets online or offline. Print or email packets optionally. View full contact information.
Create, edit, comment, format, convert, and protect documents, spreadsheets, and presentations. View and sign PDF files. Compatible with Microsoft Office, Google Docs, OpenOffice, and Adobe PDF.
Scan documents and books to create PDF and JPEG files. Extract text from scans for editing and sharing. Capture notes and convert them into editable text. Share files directly or save to cloud storage.
Scan documents into PDF or JPEG without an internet connection. Edit scans, add signatures, and convert text with OCR. Share files directly or save locally. Sign documents quickly with on-device e-signature tools.
Manage board meetings and decisions remotely with mobile e-signatures, approvals, and surveys. Access documents, send emails, and track action items. Share and collaborate on meeting materials securely. Set reminders and view meeting agendas.
Edit PDF documents with annotations, comments, and form fields. Create and request electronic signatures. Share signed documents securely. Manage contracts with audit trails. and forms directly from the .
Analyze data, generate insights, and track decisions
Enables users to extract key insights from board documents and financial reports using AI. It supports semantic search with natural language queries. Users receive personalized summaries and actionable recommendations.
Schedule and conduct board with Zoom integration. Annotate documents, sign electronically, and send secure messages. Manage RSVPs, vote on proposals, and approve decisions. Share resources and track meeting outcomes for follow-up.
Sign and annotate documents directly. Add text, dates, and signatures. Export signed files and share via email or cloud. Edit and save documents without printing.
PDF viewer allows users to read PDFs with Liquid Mode for enhanced clarity. Annotate pages with various tools. Star files for quick access. View recent files in a dedicated list. Manage files and sync with cloud services. Sign documents directly.