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Josh Patton

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Articles

Recent activity by Josh Patton

  • 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

  • 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

  • Reset Passwords and Unlock Accounts

    Resetting User Passwords and Unlocking User AccountsUnlocking a user’s account and starting a password reset use the same steps in OnBoard.A Password Reset Code is a short-lived sign-in code that l...

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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

  • Creating the Meeting's Agenda and Uploading Documents

    How to Create a Meeting Agenda and Upload Documents in OnBoard This article explains how to create, manage, and download a meeting agenda in OnBoard, including how to add sections, upload document...

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    • 1 follower
    • 0 comments
    • 4 votes

  • Agenda AI

    Using Agenda AIWhat is Agenda AI?Agenda AI 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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    • 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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    • 0 votes

  • 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

  • "Building" the Meeting Book

    As documents are added to a meeting agenda, OnBoard compiles those files into one combined packet called the Meeting Book (also known as the Board Book). The Build Scheduled / Open Book status butt...

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    • 2 followers
    • 0 comments
    • 2 votes