Josh Patton
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Latest activity by Josh Patton
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Josh Patton created an article,
Contributing to an Agenda
In OnBoard, when an administrator asks you to “contribute to the Agenda,” they are usually asking you to: Upload your document(s) to the Agenda section you own (for example, “Finance Report” or “...
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Josh Patton created an article,
Creating, Managing, and Sharing Annotations (Mobile)
Annotations in OnBoard allow you to mark up your Meeting Book with notes, highlights, and drawings. These tools help you collaborate, organize thoughts, and share insights with other meeting partic...
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Josh Patton created an article,
Book AI
Video - Book AI: WebVideo - Book AI: MobileWhat is Book AI?Book AI is an OnBoard feature that uses Artificial Intelligence (AI) to create short, clear summaries of Meeting Book sections. It helps M...
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Josh Patton created an article,
Navigating the Homepage
The OnBoard Homepage is your organization’s customizable landing page. It provides quick access to: Recent Meetings Actions awaiting your response Announcements Important Resource documents This gu...
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Josh Patton created an article,
Minutes AI
Minutes AI is a powerful feature in OnBoard that saves time and improves accuracy by capturing meeting discussions, generating transcripts, creating structured meeting minutes, and providing editin...
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Josh Patton created an article,
Completing Questionnaires
Directors and Officers often need to complete Questionnaires as part of governance or compliance processes. OnBoard makes this fast, secure, and easy to do from any device.Explore the Questionnaire...
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Josh Patton created an article,
Responding to an Assessment
OnBoard Assessments let you respond to board, self, and peer evaluations in one secure, centralized place. You can complete assessments on your computer or by using the free OnBoard mobile/tablet ...
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Josh Patton created an article,
Secure Messaging in OnBoard
OnBoard Messenger lets you send secure, instant messages to anyone in your organization, whether you're using a laptop, iPhone/iPad (iOS), or Android device. Messages sync across all platforms, so ...
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Josh Patton created an article,
Responding to Surveys
OnBoard Surveys let you quickly answer polls and provide feedback from any device: web, tablet, or phone.Explore the Surveys course and others in OnBoard Academy - link: Surveys How Do I Access Su...
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Josh Patton created an article,
Accepting Invitations to Additional Organizations
If you already have an OnBoard account, you can use the same login credentials to access multiple organizations. This guide explains how to accept an invitation to join a new organization when you’...
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