Getting Started
- OnBoard First Steps - START HERE!
- Training Vignette: OnBoard Refresher Video
- OnBoard Quick Start Guide - Downloading the App, Logging In, Setting up Your Profile
- Article: Administrator FAQs
- PDF: Administrator Quick Reference Guide
- PDF: End-User Quick Reference Guide
Frequently Asked Questions (FAQs)
- [All Users] How long before I'm automatically logged out of OnBoard? [Timeout]
- [All Users] How do I download a copy of my Meeting Book?
- [All Users] What types of files can be used in OnBoard?
- [All Users] How do I change my OnBoard ID (Email Address)?
- [All Users] How do I change or reset my OnBoard Account Password?
- [All Users] How do I enable/disable email notifications from OnBoard?
User Management and Profiles
- What is SSO and how can I use it in OnBoard? (OneLogin ONLY)
- Creating and Managing User Roles and Terms
- Managing Your User Profile & Settings (Mobile)
- Article: Editing Your Own OnBoard User Profile
- Article: Editing Another User's OnBoard Profile
- Article: Inviting Users to your Organization
Dashboard and Organization Settings
- Managing Organization-Wide Settings
- Configuring the Zoom Integration for OnBoard
- Article: Managing the Dashboard Page
- Configuring the IP Filter Security Settings for your Organization
- Training Vignette: Setting up the OnBoard Dashboard Page
- Article: Managing Organization Info
Meetings
- OnBoard + Zoom: What are my options?
- Navigating the Meeting Calendar Page
- Meeting Feedback BETA FAQ
- Agenda Time Management: The Agenda Pacer Line
- Creating and Viewing Meeting Minutes
- Viewing and Navigating your Meeting Book
Actions (Approvals, Surveys, eSignatures)
- Creating and Participating in D&O Questionnaires
- Article: Creating and Managing Approvals
- Training Vignette: Managing Approvals
- Article: Creating and Managing Surveys
- Training Vignette: Creating Surveys in OnBoard
- Article: Creating and Managing eSignatures
Resources
OnBoard Messenger
Notifications
Tasks
OnBoard Mobile Applications (iPad, iPhone, Android, Windows)
- Mobile App Security PINs, TouchID/FaceID, and 2-Factor Authentication
- Recording: iPad Basics Training
- Training Vignette: Installing the OnBoard iPad Application
- Training Vignette: Logging into the OnBoard iOS App (iPad/iPhone)
- PDF: OnBoard iPad Application Guide
- PDF: OnBoard iPhone Application Guide