Josh Patton
Articles
Recent activity by Josh Patton
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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
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- 2 votes
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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...
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- 1 follower
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- 2 votes
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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...
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- 9 followers
- 5 comments
- 3 votes
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OnBoard Login Timeout and Automatic Logout Rules
OnBoard Login Timeout Rules for Web and Mobile AppsThis article explains how long you can stay signed in to OnBoard before being automatically logged out. Timeout behavior depends on whether you ar...
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- 1 follower
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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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- 2 followers
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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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- 2 followers
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- 3 votes
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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...
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- 3 followers
- 1 comment
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Managing Organization Details
OverviewThe Organization Details page stores your organization’s public information in OnBoard, including: Organization name Organization logo Organization profile and firmographics (company-level ...
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- 3 followers
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AI Book
Video - AI Book: WebVideo - AI Book: MobileWhat is AI Book?AI Book is an OnBoard feature that uses Artificial Intelligence (AI) to create short, clear summaries of Meeting Book sections. It helps M...
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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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