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Josh Patton

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Articles

Recent activity by Josh Patton

  • 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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    • 2 followers
    • 0 comments
    • 0 votes

  • 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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    • 0 followers
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  • Accepting Your OnBoard Invitation

    How Will I Receive My Invitation?After your administrator invites you to an OnBoard organization, you will receive an email from notifications@airway.passageways.com.If you were invited but did not...

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    • 2 followers
    • 1 comment
    • 0 votes

  • Creating and Participating in Questionnaires

    Questionnaires in OnBoard are designed to handle complex, sensitive governance forms, such as detailed Directors’ and Officers’ (D&O) questionnaires, conflict of interest forms, and disclosure ques...

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    • 1 follower
    • 0 comments
    • 1 vote

  • Reset Passwords and Unlock Accounts

    Resetting User Passwords / Unlocking User AccountsUnlocking a user's account and resetting a user's password luckily have the same steps!To reset a password/unlock an account, go to the Directory, ...

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    • 2 followers
    • 0 comments
    • 5 votes

  • 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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    • 1 follower
    • 0 comments
    • 0 votes

  • 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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    • 2 followers
    • 1 comment
    • 1 vote

  • 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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    • 1 follower
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  • Creating and Managing User Roles and Terms

     What are Roles and Terms in OnBoard? Many organizations limit how long a board or committee member can serve in a specific role. These limits are usually defined by: Term Duration (how long one ...

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    • 5 followers
    • 3 comments
    • 3 votes

  • iOS Bluetooth Keyboard Shortcuts for OnBoard

    Using a keyboard with your iPad? In iOS V.26 or later, there are some helpful keyboard shortcuts that will help you to quickly navigate OnBoard.To access the list of shortcuts: Gently tap and drag ...

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    • 1 follower
    • 0 comments
    • 0 votes