In today’s fast-paced, highly regulated board environments, efficient, compliant, and flexible document management is a must — especially when it comes to securing legally binding signatures.
Now, OnBoard customers can tap into one of the most trusted names in eSignatures without ever leaving their workspace. The Docusign experience is coming to OnBoard as a fully embedded feature, bringing streamlined, secure, and legally compliant eSignature workflows directly into the boardroom.
Whether you’re gathering approvals for meeting minutes, authorizing financial statements, or managing complex board agreements, this new capability gives you everything you need to make the signature process faster, smarter, and easier.
Simplify the Signing Process Without Switching Apps
For board administrators who already manage a high volume of sensitive documents, the last thing you need is another platform to juggle. With Docusign built right into OnBoard, the entire signature workflow will live in one place. You won’t have to switch between applications or export files just to get a signature.
Need a document signed by 10 different people in a specific sequence? Or by multiple groups, each with different authorization levels? With Docusign embedded, it’s all possible—directly from your OnBoard workspace.
Just log in, choose Docusign as your eSignature option, and you can begin preparing and sending documents for signature right away. There’s no need for a separate Docusign account, and no complicated integration process.
The comprehensive blueprint for selecting a results-driven board management vendor.
eSignatures vs. Docusign: What’s the Difference?
Once Docusign is embedded into OnBoard, you’ll have the flexibility to choose the eSignature solution that best fits your needs without leaving the platform. But which option should you use, and when?
Here’s a breakdown to help you decide:
There are several board-level responsibilities that businesses and organizations must commit to in order to improve their AI compliance posture.
Feature | Docusign in OnBoard | |
Best for | Simple, internal approvals and routine board work | Complex, high-stakes workflows involving external signers |
Routing complexity | Single-step or basic routing | Sequential routing, conditional logic, recipient groups |
Field types | Basic fields (signatures, dates) | Advanced fields (emails, company names, checkboxes, initials, and more) |
Who can sign | OnBoard users only | OnBoard users and external stakeholders (e.g., legal counsel, funders, vendors) |
Compliance needs | For low-risk approvals where legal enforcement is unlikely | When legally binding signatures and audit trails are essential |
Audit trail | Limited or not required | Full, detailed audit history for compliance and verification |
Speed | Fast and lightweight for day-to-day use | Feature-rich and secure for sensitive or legally binding agreements |
In short, use OnBoard eSignatures when speed and simplicity are your top priorities, like collecting signatures for meeting minutes, internal memos, or standard resolutions. Turn to Docusign when you’re handling contracts, agreements, or other legally sensitive documents that require detailed tracking, stronger compliance, or signers outside of your board.
By offering both options in one integrated platform, OnBoard ensures you have the right tool for every signing scenario, whether it’s simple, secure, or somewhere in between.
More Power, Less Friction: Advanced Signature Features Built-In
The embedded Docusign experience enhances the capabilities you already rely on in OnBoard:
- Expanded Form Fields: Gain access to more field types than ever before, so you can create documents that do more than just collect signatures. Whether you need initials, checkboxes, text inputs, or date fields, it’s all there.
- Enhanced Signature Tracking: Track every stage of the signing process in real time, with full visibility into who’s signed, who’s next, and what’s outstanding. No more guesswork or manual follow-ups.
Internal and External Signers: Need to collect signatures from board members and outside stakeholders? You can send documents to anyone inside or outside your organization without leaving OnBoard.
Security & Compliance You Can Trust
When it comes to eSignatures, legality and security aren’t optional. They’re essential. That’s why embedding Docusign into OnBoard is more than just a convenience. It’s about giving you peace of mind.
Docusign meets the highest industry standards for digital signature compliance, including U.S. ESIGN Act, UETA, and eIDAS in the EU. Each signature is legally binding and includes a full audit trail for verification.
Your documents remain protected with enterprise-grade encryption, robust access controls, and automatic time-stamping. In short, you get the same rock-solid compliance and security Docusign is known for, now seamlessly connected to your board workflows.
Save Time, Increase Visibility, and Stay in Control
This new capability isn’t just about adding features. It’s about eliminating barriers and giving you more control.
- No more managing two different tools: Say goodbye to downloading, uploading, and copying documents between platforms. With Docusign inside OnBoard, everything will live in one secure place.
- Fewer bottlenecks: Automatic routing and real-time tracking mean you can spend less time chasing signatures and more time focusing on strategic work.
Greater flexibility: Build complex workflows, customize signature flows, and meet unique compliance needs, all while keeping things simple for signers.
Designed for the Way Boards Work
Board administrators are the unsung heroes of board operations — navigating complex approval chains, safeguarding sensitive documents, and ensuring regulatory compliance at every turn. This new embedded Docusign capability is designed to help you do all of that more easily and more effectively.
It’s especially helpful for:
- High-volume signature requests: Handle multiple documents and complex routing scenarios with speed and precision.
- Sensitive board documents: Ensure every signature is secure, verifiable, and legally binding — without compromise.
Board members on the go: Eliminate friction for directors and executives. They can sign anytime, from anywhere, without learning a new system.
Available Soon as an Add-On
The embedded Docusign experience will be available soon as an add-on for all OnBoard packages. There’s no separate setup, no need for an existing Docusign account, and no disruption to your existing workflows.
It’s all about giving you the flexibility, control, and confidence to manage eSignatures the way board professionals expect — efficiently, securely, and without added complexity.
Ready to Experience the New eSignature Workflow?
With Docusign embedded into OnBoard, you’ll soon be able to:
- Sign and manage documents without leaving your board portal
- Route documents to internal and external signers with ease
- Enjoy full legal compliance, enhanced tracking, and powerful customization
Everything you need to run better board meetings — now with the power of Docusign.
Talk with the OnBoard team to learn more about how you can start using Docusign in your board workflows.
Enhance strategic meetings with OnBoard's intuitive board management tools.
About The Author
- Adam Wire is a Content Marketing Manager at OnBoard who joined the company in 2021. A Ball State University graduate, Adam worked in various content marketing roles at Angi, USA Football, and Adult & Child Health following a 12-year career in newspapers. His favorite part of the job is problem-solving and helping teammates achieve their goals. He lives in Indianapolis with his wife and two dogs. He’s an avid sports fan and foodie who also enjoys lawn and yard work and running.
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