Offline Access To Meeting Books (Mobile)

Josh Patton
Josh Patton
  • Updated

You can save your Meeting Books in the OnBoard mobile app to read and annotate them without an internet connection.

What Should I Do Before I Go Offline?

Step 1 — Sign In and Trust Your Device (While Online)

  1. Open the OnBoard mobile app while connected to the internet.
  2. Sign in to your account.
  3. When prompted, Trust this device and set your PIN.


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Important: If the device is not trusted, you will be signed out after 1 hour of inactivity. When you’re signed out, all offline data is deleted, and any unsaved changes are lost for security.

Step 2 — Confirm Your Meeting Book Is Saved For Offline

  1. Open the meeting and locate the Meeting Materials section.
  2. Check the status text next to Open Book / Resume Reading Book:
    • “Saved for Offline” → You’re ready to use it offline.
    • No offline status → Download it using one of the options below.
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Step 3 — Choose How the App Downloads Your Meeting Books

  • Automatic over Wi‑Fi: When you view a meeting while connected to Wi‑Fi, the book downloads automatically.
  • Allow auto‑download over cellular (optional):
    1. Go to Profile & SettingsSettings.
    2. Enable Auto‑Download over Cellular Data.

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Step 4 — Manually Download (if needed)

  • Tap Download for Offline to save the Meeting Book to your device.

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How do I work with Meeting Books offline?

  • Open the meeting and tap Open Book.
  • You’ll see a message: “This document could be outdated. Please reconnect to the internet to check for a newer version.”
    • Tap Dismiss to close the message each time, or
    • Tap Don’t Remind Me to hide it going forward.
  • You can read and annotate normally while offline.

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How Do My Annotations Sync When I Reconnect?

  • After you reconnect to the internet, open your Book in the app.
  • Your annotations upload automatically and appear in the live (online) version of the Meeting Book.

How Do I Review or Remove Saved Offline Data?

  1. Tap your user icon (or tap Profile & Settings).

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  1. Go to SettingsStored Offline Data.

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  1. Review the list of all files and Meeting Books currently saved for offline access.
  2. Remove items you no longer need to free up space.

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