Andrew Sompels
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Customizing the Display Order of Resource Folders and Files with Naming Conventions
As an Administrator, you may want to customize the order in which the folders in your Resource library are displayed. Use Numbering to Control Display Order By default, OnBoard orders the folders ...
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Uploading documents from shared cloud storage (SharePoint & Dropbox)
OnBoard allows you to easily upload PDFs, Images, and Microsoft Office documents. However, if your organization is utilizing shared cloud storage, such as SharePoint or Dropbox, you'll first have t...
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March 2024: "Why You Need" Webinars & 2024 Boardroom Insights Survey
Why You need the Microsoft 365 IntegrationAre you interested in seamless workflows and collaboration? See More and Register Now Why You Need Assessments & Skills TrackingJoin the conversation on...
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Create a Custom Agenda Style
OnBoard allows you to choose between five pre-set agenda styles with different numbering and ordering. Selecting one of these options will apply this agenda style to all the meetings in your org...
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February 2024: "Why You Need" Webinars, Boardroom Insights Survey, and Customer Spotlight
February has been a great month so far here at OnBoard. We've hosted group trainings, kicked off a new webinar series, and, in the spirit of Valentine's Day this week, we've continued to see succe...
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January 2024: Happy New Year - Share the Love!
We are so excited about 2024 here at OnBoard, and we hope you are, too. Come along for the ride, and see below for the latest updates, opportunities, and resources! OnBoard is starting off the ye...
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Taking Minutes While Presenting in OnBoard
If you are responsible for presenting the meeting materials during the meeting while also capturing the meeting minutes, you can do both simultaneously in OnBoard . You can log into the same OnBoar...
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Use Your Last Meeting As Practice
If your organization is just getting started with OnBoard, you may not have meeting materials to add for an upcoming meeting. What many customers do, and what we recommend, is to recreate your most...
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Admin Groups for Permissions
If you have multiple Admins managing meetings in OnBoard, creating and utilizing an Admin Group can be useful. Creating an Admin Group gives you and your fellow portal Admins administrative access...
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Adding Historical Roles & Terms Data for Past Members
Many organizations have historical Roles & Terms data for Members, Directors, and Trustees that are no longer with their organization. It is possible to enter this historical Roles & Terms data in...
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