How to Archive a Meeting in OnBoard

Matt Holmes
Matt Holmes
  • Updated

Archiving a meeting in OnBoard creates a permanent historical record of that meeting. This feature helps organizations maintain compliance, transparency, and accountability by preserving records for audits and legal requirements.


Before You Archive

  • Confirm you want to archive the meeting. This action is irreversible.
  • If your Organization Administrator has enabled Delete Annotations from Archived Meetings, all annotations will be permanently deleted and cannot be recovered.

Steps to Archive a Meeting

  1. Open the Meeting Options Menu.
  2. Click Archive.
  3. A confirmation dialog box will appear. Select Confirm to complete the process.

What Happens After Archiving?

When a meeting is archived:

  • Permissions Change:
    • All Contributors become Readers.
    • Administrators remain Administrators and can still manage user access.
  • Permission Snapshot Report:
    • A new report is generated showing who had access at the time of archiving.
    • Access this report by going to Downloads > Permission Snapshot.
  • Annotations:
  • Meeting Book: Still visible to users with the correct permissions.

Important Notes

  • Archiving is permanent.
  • Deleted annotations cannot be recovered.
  • Administrators can still grant access to archived meetings later.

FAQs

Can I undo archiving?

No. Archiving is permanent and cannot be reversed.

Will annotations remain?

Can users still access the meeting book?

Yes, as long as they have the correct permissions.

 

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