Ansarada

Angelica Medallo

Kanika Malhotra

Vitaly Faynerman

Ansarada Board

Download the latest version Ansarada Board app For IOS, MAC and Windows 10.

Board - Download the Ansarada Board App

Get to know your browser and system requirements for using the Board

Board - Ansarada Board Minimum Requirements

How to manage your Admin Portal settings including company details and screen timeout settings

Board - Manage Admin Portal Settings

Getting Started

Existing Ansarada users can easily register and login (first-time) using the same email address as Board App Users - Directors.

Board - Registration of Board (Directors) - Existing Ansarada Users

Existing Ansarada users can easily register and login (first-time) using the same email address as Board Admin Users.

Board - Registration of Board (Administrator) - Existing Ansarada Users

How to accept an invite to a new company as an existing admin

Board - Accept an invite to a new company

How to switch between companies from your admin account

Board - Switch between companies

Existing Ansarada Profiles

New users can easily register and login (first-time) into Board as Board App Users (Directors).

Board - Registration of Board App Users (Director): Non-Ansarada Users

New users can easily register and login (first-time) into Board as Board Admins.

Board - Registration of Board Admin Users: Non-Ansarada Users

New Non-Ansarada Profiles

Easily add and invite Admin Users to Ansarada Board

Board - Adding a Board Admin

Board - Adding a Board Director (App User)

Board - Edit or Delete a Board Director (App User)

Board - Edit or Delete a Board Admin

Ansarada Board - Adding Users

How to view and open your Boards and Committees

Board - Boards and Committees

How to view and open your meeting binders

Board - View and open Binders

Board - Meeting Agenda

How to read and navigate through your meeting agenda documents

Board - Reading Agenda Documents

Board - Annotate Documents

How to make notes alongside your board papers with the notepad

Board - Add Notes to the Notepad

How to find and view board policies and charters in Files

Board - Read reference documents in Files

How to view upcoming board events and sync them to your calendar

Board - View and Sync Calendar Events

Board - Sign a Resolution

How to answer a vote from the meeting agenda

Board - Answer a Vote

How to compare two documents side by side

Board - Compare Documents

Board - Print a document

How to share a board document to an email recipient

Board - Share a document

Find out which features are supported via the Director App or Web Experience

Board - Director Features

Users can now share the annotations with their colleagues, creating a more collaborative and transparent environment.

Board - Annotation Sharing by Users

Ansarada Board for Directors

Board - Add a New Board or Committee

How to add or remove users from a Board or Committee

Board - Manage Board and Committee Memberships

Board - Delete a Board or Committee

The Admin Segregation feature empowers you to precisely define the access rights of each admin to specific boards.

Board - Admin Segregation

Boards and Committees

How to create and publish a new meeting binder

Board - Create and publish a meeting binder

Board - Create a Binder Template

How to download signed resolutions from a published meeting

Board - Download Signed Resolutions

How to keep your meeting binders in the right time period

Board - Current to Previous handling

How to preview what a meeting will look like for your directors

Board - View a meeting binder as a Director

How to view and download the results of a vote

Board - View and Download Vote Results

Board - Add a user to multiple binders

How to add a user to a meeting binder from the Previous tab

Board - Add a user to a Previous Meeting Binder

How to convert documents to PDF and verify the converted result

Board - Document Conversion and Verification

Admins can now personalize emails/notifications before sharing the binder with users, enabling effective and customized communication

Custom email/notification for binder

Meeting Binders

Forgot your Ansarada Board Administrator password? No worries – you can reset it anytime!

Board - Administrator password reset

Forgot your Ansarada Board App password? No worries – you can reset it anytime!

Board - Reset password via Ansarada Board App

Latest Board versions available for best security and functionalities.

Board - Ansarada Board : Supported Versions

How to re-send an expired or lost welcome email to an invited user

Board - Re-send a user invite

Administrator can enable or disable printing for some or all of your boards by following the guide below.

Board - How to enable Printing

Board - Reset App to Defaults

How to manage your device settings to ensure you receive Board notifications

Board - Notifications & Do Not Disturb Settings

How to remove permissions from protected documents that fail to upload or convert

Board - Troubleshooting Protected Documents

Christine Wong

Troubleshooting

Learn all best practices about managing your files for your Boards and Committees!

Board - Files

How to upload reference materials, including board policies and charters

Board - Adding Files

How to publish reference materials, including board policies and charters

Board - Publishing Files

How to delete the files added to your Boards and Committees

Board - Deleting Files

How to download the files that have been added/published

Board - Admin - Downloading Files

How to rename the files/folders added to your Boards and Committees

Board - Renaming Files

How to move/ re-arrange files between folders

Board - Moving/ Re-arranging Files

Board - Replacing/Updating Files

Files

How to manage the settings for a single binder

Board - Manage Binder Settings

Board - Manage User Settings

How to manage the settings for your boards and committees

Board - Manage Board Settings

Here you'll find a list of all applicable settings, their defaults and which level they can be applied to

Board - Admin Portal and Director App Settings

Which countries are banned by default if location restrictions are enabled

Board - Default Banned Locations

Settings

How to view who has downloaded, reviewed and actioned published meeting agenda items

Board - View Meeting Insights

How to view and export a list of actions performed by users for a published meeting binder

Board - View and Export Binder Usage Logs

How to view and export usage logs for your board or committee

Board - View Board Usage Logs

Board - View Audit Logs

Meeting Insights, Usage & Audit Logs

How to add a calendar event to your board or committee

Board - Add a calendar event

How to bulk import calendar events from a CSV file

Board - Bulk import calendar events

Board - Edit or Delete an event

Calendar

How to create minutes and edit them during and after your meeting

Board - Create Minutes

How to send your draft minutes for review by board or committee members

Board - Send Minutes for Review

How to view feedback submitted by minutes reviewers and make updates to minutes

Board - View Minutes review feedback and make edits

How to publish the final minutes into your next meeting binder

Board - Publish final minutes

Board - Delete Minutes

Minutes

Invite anyone to securely contribute / upload documents into your Board portal.

Board - Add contributor

Easily contribute and upload documents into the Board portal.

Board - Contribute documents

Contributed documents will be visible on the homepage and in the contributor inbox.

Board - Contributor inbox

 Contributors feature allows non-admins (e.g. company executives) to securely contribute documents to the defined board pack, without needing to be a user in the Board platform. This feature is only available on PREMIUM or ULTIMATE subscription plan.

Contributors

Circular Resolutions feature allows for CoSecs to circulate a single document to be signed by certain users within the board.

Board - Create and publish circular resolution

Board users can take action on the circular resolution by choosing either to sign or abstain.

Board - Take action on circular resolution

Circular resolution responses are compiled and can be added to the circular resolution document to create a finalised copy.

Board - Finalise circular resolution

Along with singular resolution abilities, you will now also be able to publish a circular resolution (CR) to a group of users for signature or abstention. This feature is only available on PREMIUM or ULTIMATE subscription plan. 