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Josh Patton

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Articles

Recent activity by Josh Patton

  • Creating a Remote Meeting from an OnBoard Meeting

    What Are My Options for Creating a Remote Meeting in OnBoard? Meeting Administrators in OnBoard can create a remote (virtual) meeting link in three different ways.You can choose the option that be...

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    • 2 followers
    • 0 comments
    • 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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    • 3 followers
    • 0 comments
    • 3 votes

  • 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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    • 1 follower
    • 0 comments
    • 2 votes

  • 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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    • 2 followers
    • 0 comments
    • 0 votes

  • Managing Meeting and Agenda Permissions

    What Are Meeting and Agenda Permissions? Meeting and Agenda permissions control who can access a meeting and what they can do within it.Users in your organization cannot see or access a meeting un...

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    • 2 followers
    • 0 comments
    • 2 votes

  • Accepting Your OnBoard Invitation

    How Will I Receive My Invitation?After your administrator invites you to an OnBoard organization, you will receive an email from notifications@airway.passageways.com.If you were invited but did not...

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    • 2 followers
    • 1 comment
    • 0 votes

  • Managing Meeting Settings

    In OnBoard, a meeting's Settings allow meeting administrators to control visibility, document behavior, agenda tools, notifications, and publishing options for a meeting. These settings help ensur...

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    • 1 follower
    • 0 comments
    • 0 votes

  • 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
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    • 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