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Josh Patton

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Articles

Recent activity by Josh Patton

  • Accepting Invitations to Additional Organizations

    If you already have an OnBoard account, you can use the same login credentials to access multiple organizations. This guide explains how to accept an invitation to join a new organization when you’...

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    • 1 follower
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  • Logging in with Two-Factor Authentication (Web)

    Two-Factor Authentication (2FA) adds an extra layer of security to your OnBoard account. If your organization has enabled 2FA, you’ll need to verify your identity after entering your password.What ...

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    • 2 followers
    • 1 comment
    • 1 vote

  • Resetting Passwords and Unlocking Accounts

    If you forget your OnBoard password or get locked out, you can easily reset it yourself. This guide explains how to reset your password on both web and mobile, and how to unlock your account if it’...

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  • 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
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    • 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

    Book AI: WebBook 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 Members, Director...

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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