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What is Ideagen Collaboration Portal?

Ideagen Collaboration Portal helps teams stop coordinating work across email threads, shared folders and disconnected platforms. - Secure workspaces for sharing documents with external partners, with configurable permissions and controlled access expiration - One current version of each document, with real-time collaborative editing and clear change histories - Comments kept with the documents they relate to, plus a mobile app and progress dashboards - Audit trails that capture every edit and approval, so compliance reports do not need manual compilation - File requests that gather multiple files at once and track who has submitted - Document tagging to find files faster Use it for external collaboration, document review and approval, and audit documentation. Ideagen Collaboration Portal is part of the Ideagen platform, connecting quality, EHS, compliance and risk teams.

What is Aprio Board Management Software?

The Aprio board portal software enhances the efficiency of preparing for board meetings, boosts communication and engagement among board members, and facilitates decision-making processes outside of the boardroom. This user-friendly, secure cloud-based solution is preferred by credit unions, financial institutions, healthcare providers, and educational organizations, offering immediate access to board materials across various devices while supporting real-time collaboration and interaction. Additionally, with round-the-clock support from experienced former board administrators, we simplify the complexities of effective governance. This makes Aprio not just a tool, but a vital partner in ensuring that organizations operate smoothly and effectively.

Media

Media

Integrations Supported

Microsoft 365
Bitium
Causal
Desktop.com
Enormail
Google Workspace
Microsoft Outlook
Microsoft SharePoint
Salesforce
Stackreaction
Teamstack
Tray.ai
Upsider
Wazoku

Integrations Supported

Microsoft 365

API Availability

API Availability

Pricing Information

$11.00/month/user
Starting at $10 per user per month
Free Trial Offered?

Pricing Information

Aprio’s subscription includes 12 user licenses – any number of which can be administrators — and unlimited committees. Every customer gets unlimited training and support and highly-supported onboarding at no extra cost.

You’ll get all of the premium tools and features you need to better manage your board: a library of current and past board materials, minutes builder, agenda builder, calendars, annotations, audit reports, decision tracking, desktop and remote access, attendance reports, and much more – with access to both desktop and mobile applications. If you wish to simplify your portal, you can hide the extra features you won’t use right now. Unhide them and set up training so that you can scale at no extra cost when it works for you.
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Ideagen

Date Founded

1993

Company Location

United Kingdom

Company Website

www.ideagen.com/solutions/compliance/document-collaboration-portal

Company Facts

Organization Name

Aprio Inc.

Date Founded

2003

Company Location

Canada

Company Website

aprioboardportal.com

Categories and Features

Audit

Compliance Management
Exceptions Management
Issue Management
Risk Assessment
Workflow Management

Board Management

Approval Process Management
Calendar Management
Collaboration
Document Management
Electronic Signature
For Nonprofits
Member Directory
Role-Based Permissions

Collaboration

Calendar Management
Chat / Messaging
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Content Collaboration

Not specified

Contract Management

Completion Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Version Control
Workflow Management

Corporate Governance

Not specified

Customer Engagement

Communication Management
Community Management
Content Syndication
Feedback Collection

Document Management

Access Controls
Collaboration Tools
Compliance Tracking
Document Archiving
Document Delivery
Document Indexing
Document Retention
Electronic Signature
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Version Control

File Sharing

Audit Trail
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control

Proposal Management

Calendar Management
Collaboration
Content Repository
Document Management
Electronic Signature
Knowledge Library
Revision Management
Task Management
Version Control

Virtual Data Room

Audit Trail
Collaboration
Data Protection
Data Storage Management
Project Management
Role-Based Permissions
Secure Preview

Categories and Features

Board Management

Agenda Time Management
Approval Process Management
Calendar Management
Collaboration
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Single Sign On

Company Secretarial

Archiving & Retention
Document Templates
Important Dates Reminders
Multi-Company
Shareholder Management

Corporate Governance

Not specified

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Full Text Search
Offline Access
Version Control

File Sharing

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Meeting

Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Preparation Tools
Minutes Management
Post-Meeting Tools
Scheduling
Voting Management

Portal

Not specified

Remote Work

Collaboration
Electronic Signature
Live Chat
Meeting Management
Remote Access
Task Management
Web Conferencing

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