Customer Education
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Recent activity by Customer Education
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We're continually reviewing feature requests and ways to improve our platform. The more requests we get for a particular feature, the higher priority it receives on our roadmap. I'll link this add...
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Documents cannot be moved from one agenda section to another. We're always accepting ideas on how we can improve our platform. If you'd like to submit this as a feature request you can do so via th...
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Documents cannot be uploaded directly into a meeting agenda section or resource folder via the OnBoard phone or tablet app. Managing Resources and Meetings are considered Administrative functions a...
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Rachel, this is possible with our Director & Officer Questionnaires feature. You can review our help article on D&O Questionnaires here. If you don't have the D&O Questionnaires feature, you can us...
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The OnBoard Meetings app does not support administrative functionality. To add documents to meetings, resources, or actions, you will need to utilize the OnBoard web application. You can access th...
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The ability to immediately save a Meeting Book to a Resource folder is not currently available in OnBoard. You'll need to download the Meeting Book and then upload the Meeting Book to a Resource fo...
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Thank you, Amy. I will add your suggestion as a feature request. If you have any additional suggestions, you can submit them via this Feature Request Link.
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Colleen, There is not a way to sync individual board members' calendars with OnBoard. Using the Calendar Integration feature in a meeting will sync the calendar event created by the meeting organiz...
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Thank you for your suggestion. I've associated your vote for this feature request with our product and engineering team. If you have any future suggestions for how we can improve our product, you ...
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Thank you for this suggestion, and we welcome feedback on ways we can improve the platform!I'll log this feature request on your behalf. If you have any future recommendations, you can always submi...
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