Viewing and Navigating your Meeting Book

Matt Holmes
Matt Holmes
  • Updated

When an Administrator creates a new meeting and uploads several documents to it, those documents are compiled together to form what we call the meeting's Book. Some organizations refer to it as the Meeting Packet or Meeting Docs. 

Open and View the Meeting Book

Regardless of which device you access your meetings with, you'll need to start by clicking the Meeting button in the left-hand navigation menu and selecting the meeting you wish to view from the list of available meetings.

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Next, click the Open Book button.

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With the Book opened up, let's take a look at some of the Page View Controls we have access to use. Important Note: Not all options are available on each device type. Smaller phone screens will have fewer options.

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With these options, you can alter your view of the Board Book. This does not change the actual Board Book, this only changes the view you see it as you view it now. If you were to change your view to Rotate Clockwise, the next Board Book you view wouldn't be rotated luckily!

Next to the Page View Controls are the View Percent Controls. Clicking the percent dropdown will allow you to choose a preset zoom level to choose for your view.

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The Zoom-Out and Zoom-In buttons are to the right of the percentage dropdown and will allow you to manually zoom in and out. You can also hold down the CTRL button in Windows (⌘ button in MacOs) and use your mouse's scroll wheel to zoom in and out, using a keyboard you can hold down the CTRL button in Windows (⌘ button in MacOs) and tap your minus (-) and plus(+) keys to zoom in and out. 

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The Pan Tool (hand icon) will allow the mouse's cursor mode to click to scroll easily through the book.

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When active you can click and drag to scroll through the book with granular control.

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You can return to your normal mouse mode by clicking on the Select Tool.

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With the Select Tool active you can click and drag to select any text to bring up a Select Tool Menu.

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This menu will allow you to copy the selected text, or apply Annotations to the text, such as Highlight, Underline, and Squiggly Underline.

Navigate by Agenda Section

You can easily navigate around your Agenda a few different ways. One of which is the Agenda Section View in the top left corner.

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This will display a list of clickable shortcuts to quickly jump to a new agenda section in the book. Any section with a document attached (indicated with a page icon) can be selected. 

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Hovering your cursor over this Document indicator will show you the documents added to the section.

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Here is that same Agenda Panel, but from the smaller iPhone-sized screen.


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You'll first need to find the three-dot icon in the top left corner of the screen to open the left-side panel.

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Once opened, you can select any agenda document to immediately jump to. 

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Navigate by Keyword Searching

Another way to quickly navigate through your pages is to type in a search term in the Search panel. Locate the magnifying icon along the top toolbar and click this.

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This will open the Search Panel where you can begin typing the term you wish to find in the Book document.  Any matching term will be highlighted in the results, so you can click to jump to that page.

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Navigate by Annotations

Your Annotations can be easily accessed by clicking the Comments button at the top right corner of the page. 

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This will bring up the Comments Panel which will display all of the Annotations you've made in this Board Book. Clicking an Annotation will jump to the page that Annotation appears on and will highlight the Annotation item selected.

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Open and View a Single Book Document

While the method mentioned above, clicking "Open Book" to view the entire board book and all of the agenda's documents, is the recommended viewing experience - it is still possible to click any single document within the agenda to view it.

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Doing so will transition OnBoard to a single-document preview. While in this view, you will not be able to make any annotations on this document.

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To view other documents in the book, you must either click the BACK button located at the top of the page and select another document from the list, or click OPEN IN BOOK to see all documents compiled together (Similar to the Open Book button mentioned above).

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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

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