Customer Education
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Latest activity by Customer Education
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Customer Education commented,
Kris Peeters, Thanks for reaching out. The downloadable agenda and the table of contents at the top of your meeting book should use a consistent font when downloaded or printed. Since you’re seeing...
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Customer Education created an article,
OnBoard Release Notes - March 27th, 2026
The week of March 22nd, 2026 we released updates to OnBoard that added maintenance and security updates as well as some changes.DateTypeFeature TitleDescriptionPlatform3/23/26UpdateBook AIAdded a b...
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Customer Education created an article,
OnBoard Release Notes - March 13th, 2026
The week of March 9th, 2026 we released updates to OnBoard that added maintenance and security updates as well as some changes.DateTypeFeature TitleDescriptionPlatform3/12/26UpdateDirectoryClarifie...
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Customer Education created an article,
Creating Meetings for Creators & Committee Admins
Creators and Committee Admins in OnBoard can build complete meetings, from setting up groups, to building the board book, to publishing and capturing minutes, using a clear, repeatable workflow. Th...
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Customer Education created an article,
OnBoard Release Notes - March 6th, 2026
The week of March 2nd, 2026 we released updates to OnBoard that added maintenance and security updates as well as some changes.DateTypeFeature TitleDescriptionPlatform3/5/26Minor Bug FixMessengerFi...
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Customer Education created an article,
OnBoard Mobile Release v.2.41.2 - February 25, 2026
On February 25th, 2026 we released updates to OnBoard that added maintenance and security updates as well as some changes to the OnBoard iOS and Android apps. DateTypeFeature TitleDescriptionPlatfo...
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Customer Education created an article,
Board Member Training Guide
This facilitator guide helps administrators deliver a clear and efficient 30-minute onboarding session for members, directors, and trustees using OnBoard. It focuses on the core tasks end users pe...
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Customer Education created an article,
Preparing for Board Member Training: A Step-by-Step Guide
OverviewTraining your board members in OnBoard is one of the best ways to ensure long‑term adoption and confidence. This guide walks you through how to prepare your portal, build a realistic demo m...
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Customer Education created an article,
Multi-Organization Administration Resources
This article is designed for Administrators supporting multiple OnBoard organizations. It outlines how to navigate between organizations, manage Global Admin access, add members, and apply permissi...
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Customer Education commented,
Samantha,Thank you for your feedback. I'll submit this as a feature request on your behalf. Going forward, you can submit feedback directly in the OnBoard Platform.Select Help & Feedback > Feature ...
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