Josh Patton
Articles
Recent activity by Josh Patton
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Viewing and Navigating the Meeting Book
Meeting Book OverviewWhat is a Meeting Book? A Meeting Book is a collection of all documents attached to a meeting agenda. It combines those documents into a single, organized packet for easy revie...
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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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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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- 4 followers
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- 3 votes
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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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Managing Meeting Feedback
Meeting Feedback helps you learn what worked well in a meeting and what could improve. After a meeting, OnBoard can send a short survey to invitees so they can rate the meeting (1–5 stars) and (opt...
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Meeting Document Watermarking
For security, your organization may want to watermark meeting documents. Meeting Document Watermarking is a setting that places visible text on meeting documents. This text helps identify: Who vie...
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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
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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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Viewing Meeting Engagement Analytics
Meeting Engagement Analytics help us see when meeting invitees interact with meeting materials and which agenda sections get the most activity. This helps leaders and board members come to meetings...
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- 3 followers
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