Key Features of a Board Portal

Boost productivity and improve collaboration in your organization with Convene. Administrators and directors can securely access documents and collaborate wherever and whenever.

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Audio and Video Conferencing
For Directors and Executives
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For Administrators and Secretaries
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What’s New with Convene?

View documents and join meetings without installing the App. Convene Web is made for directors, allowing you to access Convene via any web browser.

For Directors and Executives

Convene Web

Get to your Convene board meetings within a few clicks and in a matter of seconds via any web browser on your preferred device. Skip the additional steps of downloading and installing the Convene App.

For Directors and Executives

Accessibility Features

Users with cognitive, sensory, and manual disabilities can now better navigate meeting documents with Convene’s iOS App accessibility features, compliant with equality legislations and WCAG 2.1 standards.

For Directors and Executives

With Convene, directors and executives can easily collaborate in real-time and make informed decisions anytime, anywhere.

Director using Convene for a remote meeting

FOR DIRECTORS AND EXECUTIVES

Pre-Meeting

Review Meeting Pack Anytime, Anywhere
Access and review meeting documents online or offline, whenever and wherever — as it fits your work style.
Make Annotations on Your Device of Choice
Add private or shared annotations with or without internet access on your iPad, iPhone, or laptop. Once you go online, your work is synced across all devices.
Access Updated Meeting Packs Instantly
Get the latest version of the meeting pack at all times by allowing auto-download. You won’t lose your work — your previous annotations and notes are saved.
Sign and Approve Documents Electronically
Tap to affix your e-signature on documents instantly. To add a layer of security, you can enable identity authentication before placing your e-signature.

Convene's Live Meeting Features for Directors and Executives

During Meeting

Communicate and Collaborate in Real-Time
Communicate via embedded Video Conferencing to facilitate remote meetings. Chat through Conversations, or share notes and annotations with other executives in real-time.
Engage Participants With Live Meeting Tools
Keep everyone on the same page with Page Synchronization while presenting, and direct everyone’s attention using the Virtual Laser Pointer.
Navigate Board Packs Easily
Access agenda items and documents easily by clicking through the Agenda tab, and tap links within the document. Navigate the meeting pack via page thumbnails or search.
Cast Your Votes
Expedite decision-making by casting your votes instantly during the meeting. Decide on other important matters outside of meetings through Resolutions.

Post-Meeting

Review Meeting Summary and Download Pack
Review the meeting summary instantly after the meeting—complete with annotations and action points for the directors’ reference.
Complete Assigned Action Items
Keep track of action items and deadlines assigned to you, and update the status of action items once accomplished.
Go Over Past Meeting Documents
Make a quick search by keyword, annotations, or file names to find old meeting documents.

Explore Convene App

For Administrators and Secretaries

Convene reduces the time and effort spent by administrators and secretaries in preparing for meetings, allocating resources to more value-adding projects instead.

Administrator setting up a meting in Convene

Corporate Secretary creating meeting minutes in Convene

For Administrators and Secretaries

Pre-Meeting

Schedule Meetings and Invite Participants
Schedule and publish one-time or recurring meetings easily, and invite participants on the fly. Send invitations, reminders, and notifications to directors instantly.
Build the Agenda via Drag-and-Drop
Drag and drop files from the desktop onto the specific agenda items. Add, remove, and rearrange documents and agenda items effortlessly.
Circulate Board Packs and Last-Minute Changes Instantly
Distribute meeting packs to directors easily and carry out last-minute amendments with a few clicks. Upload new versions of the files while keeping the older versions.
Monitor Delivery of Updated Meeting Packs
Ensure that all meeting participants are up-to-date by checking if the directors have received the latest version of the pack before the meeting.

Convene's Live Meeting Features for Administrators and Secretaries

During Meeting

Take Live Minutes and Notes
Take minutes, as well as notes, during the meeting for documentation.
Track Attendance Automatically
Monitor the attendance of the invited participants at the start of the meeting for record-keeping.
Update Meeting Packs in Real-Time
Modify and update board packs while the meeting is on-going. Changes will immediately reflect on the executives’ devices.
Manage Participants During Video Conferencing
Handle host controls and manage participants for clearer communication when using the Video Conferencing feature.

Post-Meeting

Track and Check Progress of Action Items
Follow up on action items and deadlines, and update the status of action items once accomplished.
Archive Meetings and Store Confidential Files
Archive past meetings and store documents in the Document Library. Manage access levels to confidential files through permissions-based settings.
Generate and Distribute Meeting Minutes
Download the draft meeting minutes with the notes, annotations, and actions created in the meeting. Edit, finalize, and send the minutes to the meeting participants.