North & South America

Diligent's Training Hub for Administrators

Diligent is pleased to offer training materials and learning courses for Administrators managing meeting materials and users.

This hub is designed to help you get the most out of Diligent’s Board & Leadership Collaboration solution.

Help Centre & On-Demand Training

Access our on-demand content to quickly learn the key features of Diligent Boards. Ideal for those familiar with Diligent or a digital board solution.

Help Center

Articles and user guides for all applications and functionality

On-Demand Training

Access training videos for our most popular topics

 

Prescheduled / Open Group Training

Join your peers in a small group setting for a live, instructor-led course for both new and returning users. The sessions will include a live demonstration with questions welcomed and answered during the presentation. These sessions are conducted in English, via GoToWebinar, and are open to participants from multiple organizations. These sessions are ideal for those who quickly need training. Sessions run daily in multiple time zones.

If this is your first time accessing Diligent Boards, request your login credentials from your Boards Administrator. Please double-check the selected time zone, date and time.

Be sure to do a system check before attending the course.

Admin Essentials
  • Prerequisite: None
  • Meeting material creation
  • Late and revised papers
  • Notifying users
  • Basic user management
Admin Advanced
  • Prerequisite: Admin Essentials
  • Resource center
  • Voting, resolutions & digital signatures
  • Auto agenda
User and Site Management
  • Prerequisite: None
  • Managing user details and passwords
  • Security settings
  • Managing committees and roles
  • Creating new users
Secure Collaboration
  • Prerequisite: None
  • Managing users and data rooms
  • Security options
  • Loading and sharing documents
  • Collaborating on documents
Minute-Taking
  • Prerequisite: Admin Advanced
  • Taking minutes
  • Managing actions
  • Minute review process
  • Approval and signing of minutes
Evaluation Questionnaires
  • Prerequisite: none
  • Assessment creation
  • List questions
  • Submitting and tracking
  • Reporting and analysis
D&O / Declaration of Interest Questionnaires
  • Prerequisite: none
  • Questionnaire creation
  • Table questions
  • Appendices
  • Prefilling and duplication
Messenger Admin
  • Prerequisite: none
  • Messenger demo
  • Messenger best practice
  • Message retention
  • Reporting
Customized / Company Group Training

Book a dedicated time for a small group of learners with one of our experienced training specialists. These sessions allow clients to quickly train all their users in a few short sessions that can be tailored to their specific needs. These sessions can be run via Microsoft Teams, Zoom or Webex.

We recommend a maximum of 6 attendees per session. Once the session is booked, you can reach out to your trainer with any additional attendees or content to cover.

1-to-1 Training

Book a dedicated time for an individual learner with one of our experienced training specialists.

These sessions are ideal for key stakeholders and users who have no experience with a digital board solution.

These sessions can be run via telephone, Microsoft Teams, Zoom or Webex.