Collaboration Overview

Committees and groups can create their own secure collaboration workspaces. For example, a supervisory committee can build an area with content available only to other members of the committee. Even external access can be controlled and managed. For example creating areas for auditors to access and review content.

Some of the features available within each collaboration room include:

Document Managment

The Documents feature is designed for storing and managing files.  Any file type, from Word and Excel to images can be stored.

  • Hierarchical folder structures.
  • Document versioning including history and version tracking.
  • Keyword searching, including full-text searching on common file types.
  • Cascading and granular permissions.
  • Automatic notifications.
  • Auditing of file access.
  • Archive.

Board Collaboration

Board members can securely communicate and collaborate on important matters: to make decisions, conduct surveys, and perform reviews.

  • Optional anonymous responses.
  • Automatic closing at a predetermined date.
  • Automatic reminders and notifications.
  • Linking documents.

Calendar

The Calendar feature provides Outlook-style calendaring with the additional capabilities of shared information.

  • Import and export from Microsoft Outlook.
  • Event reminders.
  • Recurrence.
  • Linking documents.

Task and Project Management

Additional optional features include:

  • Tasks and projects
  • Notes
  • Data management
  • Contact lists
  • Internet resources