End-User Quick Reference Guide

Eric Biddle
Eric Biddle
  • Updated

This video shows how to easily access your meeting and resource materials in OnBoard across all devices. View the article below for more details on utilizing the features of OnBoard. 

Logging In 

Once you've been invited to an Organization, OnBoard can be accessed via most browsers directly from https://app.onboardmeetings.com.

You can also download the “OnBoard Meetings” application from your respective Mobile Store (Apple Store, Google Play Store, etc.).

Once you open OnBoard, you'll be presented with the login screen.

To log in you'll just enter your OnBoard ID email address, OnBoard password, then click Continue!

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The "Forgot password?" Link can be used to reset your password or unlock your account.

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Please see the Quick Start Guide for a more in-depth walkthrough on downloading the apps and setting OnBoard up for the first time: OnBoard Quick Start Guide - Downloading the App, Logging In, Setting up Your Profile.

 

 

Accessing Meetings

Click the Calendar icon in the left navigation, then click a Meeting in your Meeting list.

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Click Open Book to view the meeting contents.

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Please see these articles to learn more about Meetings:

Navigating the Meeting Calendar Page

Viewing and Navigating your Meeting Book

Creating and Joining a Zoom Meeting from OnBoard

 

 

Making Private Annotations

Once you've opened a Board Book you can make Annotations that only you can see (or you can share them if you wish!)

You can click Annotate at the top of the Book View to open that Annotations Menu and begin adding notes, comments, highlights, and freehand drawings to your Book!

 

Highlighter Tool: Highlight blocks of texts in many color options.

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Underline Tool: Underline text with different color options.

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Squiggly Underline Tool: Underline text with a squiggly underline with different color options.

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Comment Note Tool: Drop a pin anywhere on your page and type reference notes to the side.

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Free-Text Block Tool: Click + Drag a text box and begin typing directly on the page.

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Free-hand Pen Tool: Write or draw directly on the page.

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Please see these articles to learn more about Annotations:

Creating, Managing, and Sharing Annotations

Viewing and Annotating Resource Documents

 

Accessing Resources

After logging into OnBoard, click Resources from the left Navigation and select any Resources folder.

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Click Document to view.

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Please see these articles to learn more about Resources:

Viewing and Annotating Resource Documents

Creating and Managing Resources

 

Voting on Approvals

After logging into OnBoard, click “Actions” from the left Navigation.

Click Approvals at the top of the page.


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Select an Approval to view from the list.

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Click Document Name to view related materials.


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Click View Discussions to participate in Discussion.

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Click Yes/No/Abstain to cast your vote.

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Please see this article to learn more about Approvals:

Creating and Managing Approvals

 

Answering Survey Questions

After logging into OnBoard click “Actions” from the left Navigation, then Surveys at the top of the page.

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Select a Survey to view from the list.

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Click Take Survey after reviewing its details.

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Answer Questions throughout the survey and click Submit when finished.

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Please see this article to learn more about Surveys:

Creating and Managing Surveys

 

Signing eSignature Documents

After logging into OnBoard click “Actions” from the left Navigation, then click eSignatures at the top of the page.

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Select an eSignature item to view from the list.

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Click Sign Document.

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Click NEXT to easily locate each signature block.

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Click/Tap the signature block.

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Sign your name and click Sign Document.

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Please see these articles to learn more about eSignatures:

Managing Your User Profile & Settings (Mobile)

Managing Your User Profile & Settings (Web)

Creating and Managing eSignatures

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