Jenni Washington
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Recent activity by Jenni Washington
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May Webinar: Frequently Asked Questions
On Tuesday, May 14th, Jenni Washington and Tim Vire answered your OnBoard questions. Learn the answers to several commonly asked questions sent to the Customer Success team and Tech Support as well...
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What agenda build activities kickoff the book build process?
Here are the items that will trigger the book to rebuild: Adding documents Removing documents Updating the page number selection in Settings Enabling or disabling the Table of Contents (TOC) in Se...
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April Coffee Break: Device Security
Are you considering purchasing tablets for your users to access OnBoard, or do your users have their own devices and you want to ensure your organization is completely protected? Michael Coghill, T...
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April Webinar: Three Tips for Improved Information Security
On Tuesday, April 9th, Ross Moore, Cyber Security Support Analyst at Passageways shared 3 tips you can put into practice with OnBoard. We had nearly 100 attendees for this session! Topics:• Two Fac...
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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...
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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...
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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...
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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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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...
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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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