This video shows how to easily access your meeting and resource materials in OnBoard across all devices. The article below highlights some of basics in OnBoard. 

You can also access full list of Board Training articles in our Board Member Training Help Section.

For guided training, enroll in the OnBoard for Members & Directors Learning Path in OnBoard Academy.

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 and then select Continue!

On the following screen, enter your password and select Continue. If your organization utilizes any other methods for signing in (such as SSO), they'll be presented below.

Use Forgot Password to initiate a password reset email.

If you mis-enter your password 6 or more times, use Reset Password to reset your password and unlock your account. 

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.

Using AI Assist

AI Assist helps you find, review, and prepare for meetings by asking questions in plain language.

1. Select the AI Assist or Ask about meeting & materials button to open the chat panel. 
2. Ask any question about past, current, or upcoming meetings or materials.

AI Assist can see the page you are viewing. While a meeting book or document is open, you can ask questions like "Summarize this." 

To ask about a specific passage, highlight the text first and then ask your question.

From a meeting's agenda, select Help Me Prepare next to an agenda section to get a summary of that section's book materials.

At any time, try prompts like these:

• "When is the next [committee name] meeting?"
• "Summarize the book for the [committee name] meeting on [date]."
• "Find documents about [topic] from the last 6 months."
• "What was discussed about [topic] at recent [committee name] meetings?"

Select New Conversation to start a new topic. Earlier conversations are saved so you can return to them.

Accessing Meetings

Your current and upcoming meetings can be accessed directly from the Homepage.

To access your full list of meetings, select Meetings from the navigation bar. 

Current and upcoming meetings will be listed with bold text, past meetings will be listed with grey text. Select anywhere on the meeting tile to access the meeting. 

Click Open Book to navigate between your agenda and meeting book and create annotations.

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.

Underline Tool: Underline text with different color options.

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

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

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

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

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 Resource folder.

Select a Document to view it.

Please see these articles to learn more about Resources:

Viewing and Annotating Resource Documents

Creating and Managing Resources

Approvals, Surveys, and eSignatures

OnBoard allows you to quickly vote on Approvals, respond to Surveys, and sign eSignature documents. Review below on how to take action on these different items in the platform. 

Actions Awaiting Response

On the Homepage, you can find any Actions that are currently Awaiting Response. Select and action to review and complete it. Once complete, it will be removed from the list.

Review below to se how to access and filter between particular action types.

Voting on Approvals

To filter just your Approvals, select "Show More" from the left Navigation. Then select “Actions."

Select the Filter button and select Approvals at the top of the page.

Select an Approval to view from the list.

Select a document to view related materials.

Select View Discussion to participate in Discussion.

Select Yes/No/Abstain to cast your vote.

Please see this article to learn more about Approvals:

Voting On And Viewing Approvals

Answering Survey Questions

To filter just your Surveys, select "Show More" from the left Navigation. Then select “Actions."

Select the Filter button and select Surveys at the top of the page.

Select a Survey to view from the list.

Select Take Survey after reviewing its details.

Answer Questions throughout the survey and click Submit when finished.

Please see this article to learn more about Surveys:

Responding to Surveys

Signing eSignature Documents

To filter just your eSignatures, select "Show More" from the left Navigation. Then select “Actions."

Select the Filter button and select eSignatures at the top of the page.

Select an eSignature to view from the list.

Select Sign Document to review and sign the document.

Select Next to easily locate each signature block, and select the signature block to sign.

Sign your name and click Sign Document.

Please see these articles to learn more about eSignatures:

Managing Your User Profile & Settings (Mobile)

Managing Your User Profile & Settings (Web)

Signing an eSignature Document

• OnBoard Quick Reference Guide.pdf800 KB
• Detailed OnBoard Reference Guide.pdf3 MB