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Josh Patton

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Articles

Recent activity by Josh Patton

  • 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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  • AI Agenda

    Using AI AgendaWhat is AI Agenda?AI Agenda is an agenda builder that creates a draft agenda for a meeting based on: What you type in a prompt (plain-language instructions), and/or A document you up...

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  • Publishing Microsoft 365 Edits

    Document Publishing controls when edits to Microsoft Word, Excel, and PowerPoint files become visible to Readers in OnBoard.For more information on how to edit Microsoft documents in OnBoard, revie...

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  • Manage Organization Plan Details

    The Plan Details page shows Organization Admins information about the current OnBoard subscription. A subscription is the plan your organization uses to access OnBoard features and services. Use t...

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  • Creating, Duplicating, and Deleting Meetings

    Creating Meetings How Do I Create a New Meeting? To create a new meeting, open the Meetings area and start a new meeting from the top-right of the screen. Explore the Meetings course and others in...

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    • 3 votes

  • Creating and Managing eSignatures

    OnBoard eSignatures allow administrators to collect electronic signatures on documents directly within OnBoard. An eSignature “Action” lets you upload a document, assign signers, place signature fi...

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  • Creating and Managing Groups

    Overview of Groups in OnBoardGroups in OnBoard allow you to organize users into collections so you can assign access to meetings, resources, and actions all at once. This makes managing permissions...

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  • Diversity Reporting

    OnBoard’s Diversity Reporting helps organizations view group demographics in one place. This can support transparency, accountability, and responsible decision-making.Diversity Reporting uses demog...

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  • Linking an Action to a Meeting

    Linking an Action to a Meeting agenda in OnBoard allows participants to complete tasks (such as Approvals, Surveys, or eSignatures) directly within the context of the meeting. This helps keep discu...

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  • Managing Organization General Settings

    Organization General Settings let Organization Administrators control key settings for the entire organization. These settings include document downloads, download exceptions, PDF-only meeting down...

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    • 2 followers
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    • 3 votes