Knowledge Base
Knowledge Base
Learn how to use I'mBoard to run your board meetings, manage documents, and keep stakeholders informed.
Welcome to the I'mBoard Knowledge Base. These guides are written for board members and company admins — no technical knowledge required.
Getting Started
New to I'mBoard? Start here:
- Create Your Board — Set up your first board in under a minute
- Invite Members — Add board members, assign roles, and manage access
Feature Guides
- Upload & Organize Documents — Add files, set document types, and track versions
- Share Documents — Control who sees what and search across your document library
- Schedule a Meeting — Propose times, collect votes, and confirm your next board meeting
- Create a Report — Build board reports with dashboards, assign owners, and publish
- Manage Your Subscription — Understand plans, trials, seats, and billing
Need Developer Docs?
Looking for API documentation, MCP server setup, or integration guides? Head to the API & Integrations section.