User

Jenni Washington

Member since
Total activity 182
Last activity
Following 2 users
Followed by 1 user
Votes 23
Subscriptions 94

Posts

Recent activity by Jenni Washington

  • Inaugural Coffee Break: OnBoard Product Discovery and Development Process

    We received great feedback about our very first Coffee Break event that happened March 21st. Thank you to everyone who joined and shared their interest in being involved in our product develo...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • March Webinar: OnBoard from the Board Director's Perspective

    On March 12th we had a panel of three (3) OnBoard customers who shared their OnBoard experience. Each of these customers represented their Board or Leadership Teams in the financial industry.Meet t...

    • 1 follower
    • 0 comments
    • 0 votes

  • February Webinar - Customer Insights

    During our February 12th webinar, we had over 60 attendees and fantastic interaction with our guest speakers! The OnBoard Customer Success Team was joined by two organizations using OnBoard - custo...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • 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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • December Webinar - Year In Review

    On Tuesday, December 11th, the OnBoard Customer Success Team held our final webinar to wrap-up 2018. We reviewed changes to OnBoard and Passageways in 2018 - from reaching our 1000th customer to re...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • 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 ...

    • Edited
    • 5 followers
    • 2 comments
    • 1 vote

  • Formatting Excel Files Before Uploading to OnBoard

    When working with Excel files, OnBoard will display the uploaded workbook or sheet just as 'print preview' or if you were to actually print the pages on paper (but we don't do that anymore, right?!...

    • Edited
    • 3 followers
    • 0 comments
    • 0 votes

  • August Webinar - Surveys and eSignatures

    The OnBoard Customer Success Managers want to make sure you are effectively using Surveys and eSignatures. In our August 14th webinar, we shared several use cases for these tools so that you can st...

    • Edited
    • 2 followers
    • 1 comment
    • 0 votes

  • Quick Tips for Administrators

    If you are just beginning to deploy OnBoard or you have recently taken on an administrator role, we've got you covered! Take a moment to review the below tips - we guarantee you will learn somethin...

    • Edited
    • 2 followers
    • 0 comments
    • 0 votes

  • July Webinar - Optimizing Meetings

    The OnBoard Customer Success Managers are taking you Off-shore with OnBoard! We launched our webinar series July 10th with "Optimizing Meetings" where we featured the Dashboard, organizing Resource...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes