Getting started
Getting started with Board Governance & Packet Portal
What Board Governance & Packet Portal is for, who uses it, what you need before you start, and your first steps.
Applies to Board Governance & Packet Portal as it works today. Moraph updates the platform continuously, and this page is reviewed when it changes.
The Board Governance & Packet Portal gives directors their meeting packets on an iPad or in a browser, in a reading room where access, downloads and printing follow your policy. The corporate secretary builds packets, records minutes and runs votes and written consents, and directors annotate privately and vote from the same place. Every packet version, approval and vote is kept with its date and author, ready for auditors and examiners.
What it is for
Many boards still receive packets as emailed PDFs or printed binders. Non-public material ends up in personal inboxes and on devices the institution does not manage, late changes produce several versions of the same packet, and nobody can say for certain who has which copy. Minutes approvals, written consents and committee votes are tracked by the corporate secretary in spreadsheets, and when an examiner asks to see what the board was given before a decision, the answer has to be rebuilt from archives.
- Non-public board material travels by email and lives on unmanaged devices
- Late changes create competing packet versions
- Votes, consents and minutes approvals are tracked by hand
- It is hard to show examiners exactly what the board saw before a decision
Who uses it
- Corporate secretaries and board administrators at banks and credit unions
- Directors and committee members
- Executives who prepare board and committee materials
- General counsel and compliance teams responsible for board records
- Internal audit and examiners reviewing board oversight
Before you start
- Your organization licenses Board Governance & Packet Portal from Moraph.
- A Moraph client account in that organization, signed in.
- Access to Board Governance & Packet Portal in Moraph Apps, given by an administrator in the Moraph Portal under People and access.
- For setup: the product administrator role.
Steps to get started
Sign in at app.moraph.com with your Moraph account.
Open Board Governance & Packet Portal from the launcher. The first time anyone opens it, its workspace is created from the default described in Workspace reference.
Check your role: what you can see and do depends on it. See Roles and permissions.
Product administrators: work through Set up Board Governance & Packet Portal before your team starts.
Everyone else: start with Everyday tasks.
Where to go next
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