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Josh Patton

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Articles

Recent activity by Josh Patton

  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • Meeting Downloads

    Downloading OnBoard Meeting MaterialsMeeting Downloads allow Meeting Administrators and Board Members to export key materials from an OnBoard meeting. These downloads help users review, share, or a...

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  • Agenda Collaboration

    Agenda Collaboration in OnBoard allows members of an organization to participate in meeting preparation by reviewing, commenting on, and making recommendations to a meeting agenda—without directly ...

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