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Josh Patton

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Articles

Recent activity by Josh Patton

  • 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

  • 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
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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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    • 1 follower
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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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    • 1 follower
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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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    • 1 follower
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    • 2 votes

  • Book AI

    Video - Book AI: WebVideo - Book AI: MobileWhat is Book AI?Book AI 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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    • 1 follower
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  • Creating, Managing, and Sharing Annotations (Web)

    Annotations in OnBoard allow you to mark up your Meeting Book with notes, highlights, and drawings. These tools help you collaborate, organize thoughts, and share insights with other meeting partic...

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    • 3 followers
    • 1 comment
    • 2 votes

  • Creating, Managing, and Sharing Annotations (Mobile)

    Annotations in OnBoard allow you to mark up your Meeting Book with notes, highlights, and drawings. These tools help you collaborate, organize thoughts, and share insights with other meeting partic...

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  • Offline Access To Meeting Books (Mobile)

    You can save your Meeting Books in the OnBoard mobile app to read and annotate them without an internet connection.What Should I Do Before I Go Offline?Step 1 — Sign In and Trust Your Device (While...

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    • 4 followers
    • 0 comments
    • 2 votes

  • Joining a Remote Meeting from OnBoard

    If you are preparing to join a remote meeting directly from the OnBoard portal, you might see a few different join options:Join Remote – Opens any remote meeting link (for example, Webex, Google Me...

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    • 2 followers
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