OnBoard’s Microsoft 365 integration helps banks save time, money
Solution combines the best of two platforms, enabling real-time edits, comments and updates across Microsoft-native files
Bank board professionals who use OnBoard’s board intelligence solution can now combine the best of two powerful platforms for seamless workflows and collaboration.
The Microsoft 365 Integration for Document Editing includes the ability for board members who use Microsoft files such as Word, Excel, PowerPoint and others to save time and ensure documents are secure within the OnBoard platform. They’ll also be able to:
- Open Microsoft documents for real-time collaboration within the OnBoard platform.
- Save within OnBoard to ensure files are secure and easily accessible.
- Users with Microsoft 365 accounts can set up integration easily with just a few clicks.
- Microsoft 365 file collaboration will be available within the OnBoard web app.
Other benefits include:
- Save time and simplify your processes: No need to download, make updates outside the system, and re-upload into OnBoard.
- Better version control: Ensure everyone is using the most recent version and keep track of version history within the platform.
- Improve collaboration: Multiple editors can work together on a document, and users can see who is editing in real time.
- Ensure security and confidentiality: Store documents within OnBoard’s secure platform and use permission settings to ensure documents are shared with the intended users.
In addition to Word, Excel and PowerPoint documents, Microsoft Office Open XML file extensions are among the supported files.
OnBoard’s Microsoft 365 integration will also enable bank board members and administrators to:
- Redline and track changes.
- Make comments within the document.
- Restrict files or folders via OnBoard’s file permission structure. Admins and collaborators will be able to edit files; members will be able to view files.
Sean Larkin
Board Solution Consultant
[email protected]
317-306-5948
OnBoardmeetings.com