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Josh Patton

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Activity overview

Latest activity by Josh Patton

  • 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,

    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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  • Josh Patton created an article,

    Logging in with Two-Factor Authentication (Web)

    Two-Factor Authentication (2FA) adds an extra layer of security to your OnBoard account. If your organization has enabled 2FA, you’ll need to verify your identity after entering your password.What ...

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  • Josh Patton created an article,

    Accessing Meeting Materials

    Board members, directors, trustees and meeting participants have several options for accessing meeting materials in OnBoard. Review below for how to access meeting materials on the web and our mobi...

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  • Josh Patton created an article,

    Resetting Passwords and Unlocking Accounts

    If you forget your OnBoard password or get locked out, you can easily reset it yourself. This guide explains how to reset your password on both web and mobile, and how to unlock your account if it’...

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  • Josh Patton created an article,

    Viewing the Meeting List

    Accessing meetings in OnBoard is simple and intuitive. This guide explains how to access, navigate, and search your meeting list across web, tablet, and mobile apps. What Is the Meeting List? The M...

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  • Josh Patton created an article,

    Joining a Remote Meeting from OnBoard

    If you are preparing to join a remote meeting directly from the OnBoard portal, you might see a few different join options:Join Remote – Opens any remote meeting link (for example, Webex, Google Me...

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