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Josh Patton

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Articles

Recent activity by Josh Patton

  • Meeting Visibility States

    Meeting Visibility lets meeting Administrators control how much of a meeting other users can see. This helps when we want people to know a meeting is scheduled, but we’re not ready to share the fu...

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    • 1 follower
    • 0 comments
    • 2 votes

  • Changing an OnBoard ID (Email Address)

    What Is an OnBoard ID? Your OnBoard ID is the email address you use to log in to OnBoard.When you change your OnBoard ID, you are updating your login credentials. Explore the Viewing and Updating...

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    • 3 followers
    • 0 comments
    • 1 vote

  • Meeting Email Notifications

    Meeting Visibility Email Notifications inform meeting invitees when new information becomes available in an OnBoard meeting.When a meeting’s Visibility setting is updated, Meeting Admins (users wit...

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    • 1 follower
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    • 0 votes

  • 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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    • 1 follower
    • 0 comments
    • 0 votes

  • 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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    • 1 follower
    • 0 comments
    • 0 votes

  • Calendar Integration: Managing and Sending Calendar Events

    Meeting Administrators can sync an OnBoard meeting with their primary calendar using Calendar Integration. This integration works with Outlook, Office 365, Exchange, Google, and Apple calendars usi...

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    • 2 followers
    • 1 comment
    • 1 vote

  • Calendar Invites & RSVP Behavior

    OnBoard includes a built‑in calendar integration that allows meeting administrators to send calendar invites and track RSVPs directly within the platform.OnBoard uses Cronofy, a third‑party calenda...

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    • 2 followers
    • 0 comments
    • 2 votes

  • 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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    • 1 follower
    • 0 comments
    • 0 votes

  • Archiving a Meeting

    What is Meeting Archiving in OnBoard?Archiving a meeting in OnBoard creates a permanent historical record of that meeting. This record supports organizational compliance, transparency, and audit or...

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    • 2 followers
    • 0 comments
    • 1 vote

  • Viewing and Navigating the Meeting Book

    What is a Meeting Book?When an administrator creates a meeting and uploads documents, OnBoard compiles those files into a Meeting Book (also called a Meeting Packet or Meeting Docs).A Meeting Book ...

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    • 1 follower
    • 0 comments
    • 2 votes