Andrew Sompels
Articles
Recent activity by Andrew Sompels
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Meeting Templates and Meeting Duplication
OnBoard does not have agenda templates. However, OnBoard does allow Admins to duplicate meetings. So, you can use past meetings as templates for your upcoming meetings.We recommend creating unpubli...
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Benefits of Remote Meeting Configurations
OnBoard enables Meeting Admins to seamlessly set up remote meeting links within the meeting, and invitees can then launch their remote meetings directly from OnBoard with ease.There are multiple wa...
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Admin Groups for Permissions
If you have multiple Admins managing meetings in OnBoard, creating and utilizing an Admin Group can be useful. Creating an Admin Group gives you and your fellow portal Admins administrative access ...
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Customizing the Display Order of Resource Folders and Files with Naming Conventions
As an Administrator, you may want to customize the order in which the folders in your Resource library are displayed. Use Numbering to Control Display OrderBy default, OnBoard orders the folders an...
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Taking Minutes While Presenting in OnBoard
If you are responsible for presenting the meeting materials during the meeting while also capturing the meeting minutes, you can do both simultaneously in OnBoard.You can log into the same OnBoard ...
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Permissioning Announcements and Creating Multiple Announcement Sections
Would you like create separate sections for your announcements on the dashboard? Or, would you like to have an announcement only appear to certain members? Below are some tips on how to manage anno...
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Adding Historical Roles & Terms Data for Past Members
Many organizations have historical Roles & Terms data for Members, Directors, and Trustees that are no longer with their organization. It is possible to enter this historical Roles & Terms data in ...
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Use Your Last Meeting as Practice
If your organization is just getting started with OnBoard, you may not have meeting materials to add for an upcoming meeting.What many customers do, and what we recommend, is to recreate your most ...
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OnBoard Release Notes: October 21, 2026 - November 3, 2026
Between October 21, 2026 and November 3, 2026 we released updates to OnBoard that added maintenance, security updates, and changes. Bug Fixes and Updates Date Type Feature Description Pl...
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OnBoard Release Notes: October 7, 2026 - October 20, 2026
Between October 7, 2026 and October 20, 2026 we released updates to OnBoard that added maintenance, security updates, and changes.Bug Fixes and Updates Date Type Feature Description Platfo...
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