Document Management

Complete Document Lifecycle Management

Manage every aspect of your board documents with enterprise-grade security and intelligent features

Easy Upload & Organization

Drag-and-drop upload for all file types. Organize documents in folders and categories with custom naming conventions for easy retrieval.

Version Control

Track every change with complete version history. Restore previous versions, compare changes, and maintain a full audit trail of all modifications.

Granular Permissions

Control who can view, edit, or share each document. Set permissions at the file or folder level with role-based access control for maximum security.

Built-in PDF Editor

View and annotate PDFs directly in eBoard. Highlight text, add comments, draw annotations, and collaborate without leaving the platform.

eSignature Integration

Send documents for digital signatures using Adobe Sign or docuSign integration. Track signature status and receive notifications when documents are signed.

Board Pack Creation

Combine multiple documents into comprehensive board packs. Automatically compile agendas, reports, and supporting documents into a single colection.

Manage All Your Document Types

eBoard supports every document type your board needs, with specialized features for each

Individual Documents

Upload any file type - PDFs, Word documents, Excel spreadsheets, presentations, images, and more. Each document gets automatic version tracking and can be shared with specific team members or committees.

  • Support for all file types
  • Automatic version history
  • File-level sharing permissions
  • Link documents to meetings
Create Meeting Click to view full image

Folders & Organization

Create hierarchical folder structures to organize documents by department, committee, meeting, or any custom category. Folders inherit permissions and can be shared with entire teams at once.

  • Inherited permissions
  • AI-powered folder summaries
  • Custom naming conventions
Create Meeting Click to view full image

Board Packs

Automatically compile comprehensive board packs by combining agendas, minutes, reports, and supporting documents. Board papers are version-controlled and can be distributed to all board members with one click.

Create Meeting Click to view full image

Never Lose Track of Changes

Complete version control ensures you always know who changed what, when, and why

Automatic Version Tracking

Every save, edit, or annotation creates a new version automatically. No manual version numbering or confusing file names like "final_v2_FINAL_revised.docx".

One-Click Restore

View any previous version and restore it with a single click. Compare versions side-by-side to see exactly what changed between iterations.

Complete Audit Trail

See who made each change, when they made it, and what they modified. Full accountability for every document edit and access.

Version Comments

Add comments to versions explaining what changed. Create a clear narrative of document evolution for future reference.

Version Locking

Lock specific versions to prevent accidental changes. Perfect for approved board papers or signed contracts.

Version Search

Search through version history to find when specific content was added, modified, or removed from a document.

AI-Powered Document Intelligence

Let artificial intelligence help you work smarter with your documents

Document Summarization

Get instant AI-generated summaries of lengthy documents. Perfect for quickly understanding board papers, reports, and contracts without reading every page.

Key Points Extraction

AI identifies and highlights critical information and key insights from documents for quick reference and faster comprehension.

Folder Summaries

Get AI-powered summaries of entire folders. Understand the collective content of multiple documents at a glance.

Document Q&A

Ask questions about document content and get instant answers. No need to read through pages – just ask what you need to know.

AI Chatbot Support

Get instant help navigating eBoard features, finding documents, and understanding how to use the platform effectively.

Content Generation

Request AI to generate meeting minutes or agendas from your uploaded documents for faster preparation and documentation.

Note: AI features may generate inaccurate information and should be used as assistance tools, not as definitive sources.

Streamlined eSignature Workflow

Send documents for digital signatures without leaving eBoard. Powered by Adobe Sign for legally binding electronic signatures.

  • One-Click Signature Requests:

    Select a document, choose signers from your organization, and send – it's that simple.

  • Real-Time Status Tracking:

    See who has signed, who's pending, and when each signature was completed with detailed signature trails.

  • Automatic Notifications:

    Signers receive email notifications with clear instructions. Automated reminders ensure timely completion.

  • Legally Binding:

    Adobe Sign & docuSign integrations provides legally valid signatures compliant with e-signature laws worldwide.

Note: Your organization admin must configure Adobe Sign or docuSign credentials to enable eSignature functionality.

Create Meeting Click to view full image

Why Choose eBoard Document Repository

Experience the advantages of centralized, intelligent document management

Eliminate Document Chaos

No more hunting through email attachments or shared drives. Everything is organized, searchable, and instantly accessible in one secure location.

Save Hours Every Week

Automated board pack creation, instant document sharing, and AI summaries reduce administrative time by up to 70%.

Ensure Compliance

Complete audit trails, access logs, and version history make regulatory compliance effortless. Ready for any audit.

Access Anywhere

Review documents on any device – desktop, tablet, or mobile. Even offline mode ensures you're never without critical information.

Reduce Storage Costs

Eliminate expensive file servers and reduce IT overhead. Cloud storage with unlimited scalability at predictable costs.

Better Collaboration

Real-time annotations, comments, and edits keep everyone on the same page. No more version conflicts or lost changes.

Frequently Asked Questions

Everything you need to know about document management in eBoard

eBoard supports all file types including PDFs, Microsoft Office documents (Word, Excel, PowerPoint), images (JPG, PNG), and more. However, advanced features like built-in viewing, annotation, and AI summaries work best with PDF files.

Every time a document is edited or annotated, eBoard automatically creates a new version. You can view the complete version history, compare versions, add comments, and restore any previous version with one click. All versions are preserved indefinitely.

Yes! eBoard offers granular permission control. You can share documents with specific users, committees, or roles. Set different permission levels (view-only, edit, or admin) for each user. Documents are private by default – only you and those you explicitly share with can access them.

Absolutely. All documents are encrypted with AES 256-bit encryption at rest and TLS in transit. eBoard is ISO 27001 and SOC 2 compliant, with complete audit trails and access logs. Your data is backed up across multiple locations with 99.99% uptime guarantee.

Click the E-sign button on any document, select the organization members who need to sign, and send the request. Signers receive email notifications with instructions. The signing process uses Adobe Sign, which provides legally binding signatures compliant with e-signature laws worldwide. Track signature status in real-time.

Yes! For PDF files, click to open the built-in viewer where you can highlight text, add comments, draw annotations, and collaborate with others in real-time. All annotations are saved automatically and create new document versions.

Explore Related Features

Discover other powerful features that work seamlessly with document management

Meeting Management

Link documents to meetings, create agendas with attached files, and distribute board papers to all participants automatically.

Learn More

AI-Powered Intelligence

Get instant document summaries, extract key points, and search across all files using natural language AI queries.

Learn More

Action Points & Tasks

Convert meeting discussions into trackable tasks with assignees, due dates, and automated follow-up reminders.

Learn More