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Josh Patton

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Articles

Recent activity by Josh Patton

  • AI Minutes

    AI Minutes 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...

    • Updated
    • 2 followers
    • 0 comments
    • 0 votes

  • Editing Microsoft 365 Documents

    Microsoft 365 Document Editing lets authorized users edit Word, Excel, and PowerPoint files from OnBoard Meetings and Resource folders. Multiple users can edit the same document, and their changes ...

    • Updated
    • 3 followers
    • 0 comments
    • 0 votes

  • Creating and Managing Approvals

    Approvals are a formal voting tool in OnBoard that lets boards capture votes quickly and keep a clear record of outcomes.Explore more through the Approvals course and others in the OnBoard Academy ...

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    • 2 followers
    • 0 comments
    • 2 votes

  • Adding and Inviting Members

    Adding and Inviting Members to Your OrganizationOrganization Admins can add new members to OnBoard from the Directory. The Directory is where admins manage users, permissions, invitations, password...

    • Updated
    • 1 follower
    • 0 comments
    • 4 votes

  • Creating and Managing Announcements

    Announcements in OnBoard allow administrators to share important updates with members in one central place. You can use announcements instead of mass emails to communicate things like: Event update...

    • Updated
    • 1 follower
    • 0 comments
    • 2 votes

  • Send and Receive Messages in Messenger

    OnBoard Messenger lets you send secure, instant messages to people in your organization from the web, iPhone or iPad (iOS, Apple’s mobile operating system), or Android device. Messages stay availab...

    • Updated
    • 9 followers
    • 5 comments
    • 3 votes

  • Navigating the Meeting List

      How Do I Navigate My Meeting List in OnBoard? Navigating your Meeting List in OnBoard is simple and flexible. OnBoard provides three main navigation tools that work together to help you quickly f...

    • Updated
    • 1 follower
    • 0 comments
    • 1 vote

  • Meeting Brief Emails

    Meeting Brief EmailsWhat are Meeting Brief Emails?Meeting Brief Emails are automatic reminder emails that help meeting attendees get ready for an upcoming meeting.These emails can include: A remind...

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    • 3 followers
    • 0 comments
    • 2 votes

  • Creating and Managing Surveys

     OnBoard Surveys allow administrators to collect structured feedback from board or committee members. Survey responses are automatically recorded and can be exported for reporting, compliance, or r...

    • Updated
    • 3 followers
    • 1 comment
    • -1 votes

  • Managing Organization Details

    OverviewThe Organization Details page stores your organization’s public information in OnBoard, including: Organization name Organization logo Organization profile and firmographics Primary Industr...

    • Updated
    • 3 followers
    • 0 comments
    • 0 votes