User

Jenni Washington

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Followed by 1 user
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Posts

Recent activity by Jenni Washington

  • Printing Materials

    Documents must be downloaded first and then members can print them out. Downloading is enabled by default unless you have changed that under Dashboard>Organization Info. When accessing OnBoard from...

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  • Introducing OnBoard: Email Templates

    Template 1: Sent Early During Plan/Build Phase Dear Board Members, We know that your service to [Organization Name] is a big commitment of your time and we thank you. We want to do our best to use ...

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  • Getting Started - Setting Up Your OnBoard Organization

    Welcome to OnBoard and the Passageways family! Our customer success team is invested in your success and will be with you during the setup of your portal through to the launch and adoption of the s...

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  • Testing the Member View

    Testing and getting early feedback from a few key stakeholders is recommended. The best way to test currently, is to create a test user in your directory, usually done with a personal email account...

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  • Formatting CSV Template for Bulk Import of Users

    Tips: Do not add or delete columns from the template. The only required fields are First Name, Last Name, and Email Address. Currently, the available salutations are Dr., Mrs., Mr., and Ms. Anythi...

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  • OnBoard Meeting/Launch Readiness Checklist

    You are ready to use OnBoard for a meeting - fantastic! Please use the below checklist to ensure that nothing was missed and everyone has the best meeting experience possible. Checklist Director...

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  • Uploading Documents

    We provide a few options for uploading and attaching documents to an agenda in Meetings. The quickest is when you are on the Meeting Details page, you can simply drag a file from it’s saved locatio...

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    • 4 followers
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  • Sample Board Training Agenda

    Below is an outline of the topics that can be reviewed during a 30-minute OnBoard board training session conducted by an OnBoard Implementation Consultant.  Login and Password Recovery How to down...

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  • Quick Launch Options For an Accelerated Timeline

    We hope your week is going great. If you have a meeting coming up in than two weeks, there's still time to introduce OnBoard.. Follow our prescribed path for each option. Option 1: Proceed with a f...

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  • Week 6: Meeting Mastery (You're Headed for Greatness)

    You've nailed the fundamentals of creating an agenda and digital board book! If you stopped there, you'd be missing out on some "wow" factors that will keep your board on task and help members reac...

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