OnBoard provides a Resource Library where you can find important documents such as policies, procedures, expense reports, and bylaws.

Video - Viewing Resource Documents on the Web Browser

Video - Viewing Resource Documents on the Tablet App

OnBoard Resource Documents

Resource Documents are files stored in OnBoard’s Resource Library for easy access by authorized users.

These can include:

• Policies and procedures
• Expense reports
• Bylaws
• Images, videos, and websites

Finding Resource Documents with AI Assist

How do I find Resource Documents using AI Assist?

AI Assist is the fastest way to locate a resource document when you are not sure which folder it is stored in. Instead of browsing the Resource Library, you can describe what you need in plain language, and AI Assist will find matching documents and provide links to them.

NOTE: AI Assist access to Resources is not available in all plans. Contact your Administrator if you are not sure whether your organization has it.

How do I search for a Resource Document with AI Assist?

1. Type your question in the Ask about meetings & materials.
2. Or, open AI Assist using the AI Assist floating button in the bottom-right corner of the page, or from the navigation menu.
   
   
3. Enter a question or description of the document you need.
4. Review the results returned by AI Assist. 
5. Select the document link in the response to open the document in the Resource Library.

What can I ask AI Assist about Resource Documents?

AI Assist searches both document titles and the content inside resource documents that you have permission to access. You can ask it to:

• Find a document by name or topic.
  • Example: "Find our travel expense policy."
• Answer questions using information found in resource documents.
  • Example: "What does our bylaws document say about quorum?"
• Locate related resources across the Resource Library.
• Help identify documents when you only remember a subject, committee name, or keyword.

Tip: Include exact document names, committee names, or a timeframe when possible. More specific requests typically produce more accurate results.

Viewing Resource Documents

How do I view Resource Documents on web?

1. Click Resources in the OnBoard navigation menu.
2. Browse folders and documents you have permission to view.
3. Click any document, image, video, or link to open it.

How do I view Resource Documents on mobile or tablet?

1. Tap Resources in the navigation menu.
2. If you don’t see Resources, tap the (...) More icon. 
   
3. Select the document to view.

Downloading, Printing, and Sharing Resource Documents

Can I download or share Resource Documents?

Yes, if downloads are enabled for your organization.

How do I download a Resource Document on the web?

Choose one of the following options:

• Click the Download icon before viewing the file, or
• Click Download while viewing the document.

How do I save, print, or share a Resource document on mobile or tablet?

• Select the document to view it
• Tap the Share button (top-right corner)
• Select one of the available options:
  • Save
  • Print
  • Share the document

Exporting Documents with Annotations

When exporting from the mobile and tablet apps, annotations will reflect your current viewing mode:

• Hide Annotations: No annotations included
• My Annotations: Only your annotations included
• Shared Annotations: Only annotations shared with you included
• All Annotations: Includes your annotations and any shared annotations

Video - Creating Resource Annotations on the Web Browser

Video - Creating Resources Annotations on the Tablet App

Creating Annotations on Resource Documents

What types of files can I annotate?

How do I create annotations in the web app?

1. Open the Resource Document.
2. Click Annotate in the toolbar.

3. Use the Annotation menu to add notes, highlights, underlines or comments.

How do I create annotations on the mobile or tablet app?

You can create annotations on mobile devices and tablets using the built-in annotation toolbar.

1. Open the Resource Document.
2. The annotation tools appear along the bottom of the screen on mobile and tablet.

3. Choose Your Annotation Tool
   • Typed Text (A)
   • Notes (comment bubble)
   • Highlight and Underline (H or U)
   • Freehand Notes (pen)
4. Place Your Annotation by tapping or dragging on the document where you want the annotation to appear.
5. Edit the annotation, then select the check mark in the right-hand Annotations customization menu.

Sharing Annotations

What are the requirements for sharing annotations?

• Legacy Collaboration Suite
• Premium Package
• Ultimate Package

How do I share an annotation?

1. Select the annotation you want to share.
2. Click the Share icon.

3. Choose recipient(s) and click Save.

   

How do I view shared annotations?

1. Open the document
2. Locate the annotation view settings in the lower-left corner.
3. Select one of the following: 
   • My Annotations
   • Shared Annotations
   • All Annotations

How do I share multiple annotations at once?

Option 1: Use the Select Tool

1. Choose the Select Tool.
2. Drag across multiple annotations.
3. Group the annotations.
   
4. Click Share Annotation.

Option 2: Use keyboard shortcuts

1. Hold CTRL. 
2. Click each annotation you want to include.
3. Group the annotations.
   
4. Click Share Annotation.

Recently Accessed Document on Mobile

How do I view recently accessed documents on mobile?

Recently viewed documents appear in the main Resource folder.

You can:

• Tap a document to reopen it.
•  Tap Clear to remove them from the list.

OnBoard Group Trainings:

If you are interested, we do offer further education. You can find the calendar and register for OnBoard Board Member/Director group training sessions by clicking here.