Analytics
Borealis for Microsoft Teams
Email Microsoft 365 Integration
- Introduction to Microsoft 365 Email Integration
- Email integration - Connect your account
- Email integration - Configure Allow and Block Lists
- Email integration - Synchronize Past Emails
- Email integration - Managing Folder Subscriptions
- Email integration - Admin settings
Stakeholder Engagement - Introduction Videos (5-10 min per video)
Borealis Chrome Extension
Community contribution
- Send a Rejection Email to a Community Contribution
- Create or Import Impact Measurement
- Manage Community Contribution Items and Values
- Configure Currencies and Their Exchange rate in Borealis
- View Contribution Requests Filed Through the Online Contribution Request Interface
- Online Contribution Request Interface Feature page
Grievances
Irth-Borealis for Microsoft Outlook
- Create Grievances From the Outlook Add-in
- Create Tasks From the Outlook Add-in
- Add Fields to Your Outlook Add-in Panel
- Technical documentation for Borealis Outlook Add-in
- How to Install the Borealis Add-in for Outlook to your Microsoft Account
- Link Your Borealis Calendar Widget With Your Outlook Calendar
Introduction
Introduction
Configuration
- Create and Edit Entries in a Data Dictionary
- Setup Your Microsoft Graph API Information in Borealis
- Set a Zone for an Existing Location
- View the Parent and Status of a Zone
- Change a Zone Status
- Create Zones and Sub-Zones
Introduction to Analytics
Introduction
Mobile application
- View Record Information Directly from the Map | Borealis Mobile App
- View Agreement Information | Borealis Mobile App
- View Engagement Plan Information | Borealis Mobile App
- View Parcel Information | Borealis Mobile App
- Locate Individuals and Communications Created in Offline Mode | Borealis Mobile App
- Features | Borealis Mobile App
General
- AI Writing Assistant Tools
- AI Summary of Documents
- AI Summary of Communications
- AI Translation of Communication
- Access Borealis
- Getting Started Glossary
Introduction
Introduction
News and announcements
- Product Release - June 2026
- UPCOMING Product Release - September 2026
- Subprocessor Update: Databricks
- How to use the Help Center chat and search engine
- Product Release - March 2026
- Product Release - January 2026
Parcels
- Create and Edit Parcels
- Import Parcels Using the Excel Template
- Add Addresses to a Parcel
- Add Occupants to a Parcel
- Add Specific Conditions to a Parcel
- Add Communications to Your Parcels
Stakeholder Engagement - Core videos (5-10 min per video)
Issues
Gmail Add-on
Import / Export Data
Team Data Segregation Add-on
Planning
Widgets
- Edit Properties in Combination Chart Widgets
- Change a Widget Type After Creation
- Change the Access Permission of a Widget
- Delete a Widget
- Change a Widget Owner
- Edit Properties in Bulletin Widgets
Archives
- Application Release – Sept 2018
- Application Release – July 4, 2018
- Application Release – April 25, 2018
- Application Release – February 14, 2018
- Application Release – November 22, 2017
- Application Release – September 13, 2017
Setup
- Create and Edit a Monitoring Program
- Create and Edit Parameters
- Define Monitoring Stations
- Define Norms and Standards
- Create an Environmental Monitoring Program
- Create Calculated Parameters
Stakeholders
- Create an Individual Record
- Search for an Individual's Record
- Workflow for Individuals
- Managing stakeholders with multiple positions
- Create a new position for a stakeholder
- Change a Position from One Organisation to Another
Users
- Configuring SAML with Microsoft Entra
- Managing Your Email Notification Preferences
- User Groups for Team Assignments and Notifications
- Create and Manage User Groups
- Identity Provider Certificate Renewal (SAML)
- Configuring SAML in Borealis
Governance
- Introduction to the Rate Tables
- Introduction to the In-kinds
- Introduction to the Entitlement Matrix Register
- Define Rates for each Type of Asset
- Pre-Defined Rates Only for Crops and Trees
- Combination of Assets Captured Under Impact Inventory with no Rates Available
Governance
- Perform a Screening on a Community Contribution
- Create and Edit Screening Policies for Community Contributions
- Create and Edit a Review Committee
- Introduction to the Strategic Area of Investment
- Introduction to the Review Committee
- Create and Edit Screening Policies for Stategic Community Investment
Land Titles and Titleholders
- Create and Edit Land Titles
- Add a Titleholder to a Land Title
- Import Land Titles Using the Excel Template
- Import Titleholders Using the Excel Template
- Add, Edit, or Remove Other Interested Parties in a Land Title
- Add, Remove, or View Parcels in a Land Title
Stakeholder Engagement - Grievances and Issues Management (5-10 min per video)
- Introduction to Issues
- Managing Issues and Related Workflows
- Introduction to Grievances
- Managing Grievances and Related Workflows
- Grievances Close-out and Reports
- Introduction to Commitments
Geometry
Tips and tricks
Monitoring
- Create and edit inspections
- Configure inspection outcomes
- Execute an Inspection
- Establish Compliance
- Generate Observations
- Apply Corrective Actions
Reports
- Create a Report
- Organize and Plan Your Analytics Reports in Borealis
- Add Widgets to a Report
- Edit Widgets in a Report
- Add Report Filters to your Report
- Access Borealis System Reports
API
Stakeholder Assessment
- Assessing a stakeholder
- Activate an Assessment Program
- View Details of an Alert in an Assessment Program
- View Details of an Assessment in the Assessment History
- Delete an Assessment Program
- Duplicate an Assessment Program
Budget & planning
Monitoring
Investment Portfolio
- Add Feedback and/or Community Benefits to Social Investments
- Add requested items to Social Investments
- Add Stakeholders as beneficiaries to a social investment
- Introduction to Community Contributions
- Introduction to the Strategic Community Investments
- Introduction to Capacity Building
Land Units
AI Insights - Core Videos
2022
- Resources for Borealis Users
- Adding New Users
- Borealis Training Webinars
- How to manage events efficiently in Borealis
- Managing Events
- SCIM, MSAL & Intune
Maps
Legacy Grievance Online Portal
- Introduction to the Grievance Online Portal
- Customize the Grievance Portal
- Customize Titles and Texts in the Grievance Portal (Labels)
- Submit a Grievance from the Portal
- Search and Analyze Grievances created by the Portal
- Set up Email Notifications from the Grievance Portal
Planning
- Assess and Monitor Engagement Plans
- Assessment Methods in Engagement Plans
- Create an Internal Action
- Duplicate an Engagement Plan
- Complete Tasks for an Engagement Plan
- Add Staff Members to One or Several Engagement Plans
Technical FAQ
Corporate View Add-on
FAQ
Negotiation
Mailchimp integration
Smart Communications - Core Videos
- Creating and Managing Distribution Lists
- Creating and Managing Subscription Based Distribution Lists
- Creating and Managing Smart Distribution Lists
- Smart Emails: Creating a Smart Email
- Smart Emails: Adding in Recipients and Using Distribution Lists
- Smart Emails: Creating or Re-using your Email Template
Company Assets
- Create and edit company assets
- Import Company Assets Using the Excel Template
- Add, Remove, or View Engagement Plans in a Company Asset
- Link a Company Asset to an Engagement Plan from a Company Asset Record
- Add or Unlink a Community contribution from a Company asset
- Add or Remove a Compliance Document from a Company Asset
2021
- Managing Extended Absences
- Multi-Factor Authentication
- Analytics and Reporting
- Help Tools
- Grievance and Feedback Portal
- Discussion Points
Activities
Compensation
- Link a Shapefile to an Asset in your Impact Inventory (VIDEO)
- Introduction to the Compensation Files
- Introduction to the Impact Inventory
- Introduction to the In-Kind Deliveries
- Capture any other Type of Asset within Impact Inventory
- Capture a Parcel within the Impact Inventory
Engagements
- Import participants
- Manage discussion points and follow-ups
- Create discussion points
- Create and Edit your Communications
- Add Participants Effectively
- Add and Edit Participants to an Existing Communication
Fundamentals of Land Management
- Land Management Introduction
- Introduction to Company Assets and Parcels
- How to Import Geometry
- How to Create Company Assets
- How to Create Parcels
- Creating and Managing Land Titles
Insights
- Asking Questions with Ask Borealis AI
- Introduction to AI Insights
- View AI Insights for Individuals, Organisations, or Communications
- Hide Insights in Your Insights Lists
- Create Actions From an Insight
- Modify an Insight Type
Land Agreement Add-on
- How to Manage a Payment Campaign
- Introduction to Payment Campaigns
- Land Agreement Feature Information
- Create an Agreement
- Add, Remove, or View Communications for an Agreement
- Add, Remove, or View Grievances for an Agreement
2020
- Widgets in Analytics
- Changing Borealis Browser
- Borealis Outlook Add-In
- Clean Data
- Text Sending Features
- Classify a User by Domain Name
SMS functionality
- SMS System Report
- Best practices to implement and launch the SMS add-on
- Introduction to the SMS functionality
- Send SMS to valid phone numbers
- Consult the SMS communication record
- SMS received
Tasks
- Start and Manage Task Chains in Records
- Configure a Task Chain
- Add Additional Assignees to a Task
- Introduction to Tasks
- Create a Task
- Edit Information for an Existing Task
Properties
Analytics - Beginner (5-10 min per video)
US Database of Elected Officials
Media relations management
Connect Borealis and your email software
Analytics - Intermediate (5-10 min per video)
- Widget Layout Options
- Setting up Report Filters
- Adding Dynamic Filters to a Widget
- Working with Chart Widgets
- Understanding Usage Metrics
- Adding Simple Filters to a Widget
Local Employment and Procurement Add-on
Heritage sites
Analytics - Advanced (7-15 min per video)
Distribution lists and smart lists
Smart Communications
- Set up smart communications
- Introduction to Smart Communications (Add-on)
- Create, edit and send Smart Communications - Email format
- Create, edit and send Smart Communications - Letter format
- Understand How Smart Emails Read Rate Tracking Works
- Manage Smart Email Bounces