Training & FAQs
Guides and frequently asked questions covering everything from the basics to specific product features.
Getting Started
These articles will help new OnBoard users understand the basics.
Training Webinars
Register and view past recordings for live training webinars.
Board Member Training
Everything that a Member, Director, or Trustee needs to know to navigate the OnBoard portal.
User Management and Profiles
Learn how to manage your directory, groups, user profiles, skills, and roles & terms.
Homepage and Organization Settings
How to organize your home page, manage announcements, and configure the settings of your OnBoard organization.
Meetings
Everything you need to know about creating, managing and running your meetings in OnBoard.
Resources
There’s unlimited cloud-based storage in OnBoard! Here’s how to manage the folders and files in your resource library.
Minutes
Learn how to use OnBoard's Minutes Builder and Automated Minutes tools to record, transcribe, and format your meeting minutes.
Microsoft 365 Document Editing
Review how to seamlessly edit Microsoft Word, Excel, and PowerPoint documents in real-time.
Advanced Search
Use advanced search to easily locate documents and information in an OnBoard organization.
Notifications
See what notifications are sent from OnBoard and managed in the Notifications tab.
Actions
How to manage our Actions tools: Approvals, Surveys, eSignatures, Questionnaires, and Assessments.
Messenger
Communicate and collaborate from anywhere using built-in chat capabilities.
Intelligent Assistant
An AI powered assistant aimed at aiding you with tasks, answering questions, and reviewing documents.
Single Sign-On (SSO)
How to configure Single Sign-On (SSO) and log in with your organization's identity provider.
OnBoard Mobile Applications
How to use OnBoard's iOS and Android apps for your phone or tablet.
Global Administrators
See how the Global Administrator feature can assist with managing permissions and running user engagement reports.