Customer Education
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Recent activity by Customer Education
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Managing the Homepage
OnBoard's Homepage is a customizable landing page. It is where where every OnBoard user can review their most recent Meetings and Actions awaiting their response. It can also be used to post Annou...
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- 2 votes
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Organization Administrator Handoff Process
When your Organization Administrator (Org Admin) changes, you want two things: Nothing missing – meetings and content stay available. Access stays secure – only the right people keep access. This...
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OnBoard Release Notes - September 26th, 2025
The week of September 22nd, 2025 we released updates to OnBoard that added maintenance and security updates as well as some changes.FixesThe following fixes were deployed with this release:Resource...
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OnBoard Academy
OnBoard Academy is your hub for self-guided training on all OnBoard features. Our concise yet detailed instructional videos empower you to learn at your own pace. Accessing OnBoard Academy Access ...
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Editing Documents with Microsoft 365
With OnBoard’s Microsoft 365 Document Editing, you can collaborate with other Admins and Contributors by editing your documents within Meetings and Resource folders. Supported File Types The only ...
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Recommended Fonts for use in OnBoard
Due to being a multi-platform application, some fonts may not be compatible across all versions of OnBoard. Any font not on the below list will display in OnBoard with the closest compatible match....
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How to Sign In Using Single Sign-On (SSO)
Single Sign-On (SSO) allows you to log into OnBoard using your organization’s identity provider (IdP) credentials. This guide explains how to sign in when SSO is enforced or optional, and how it w...
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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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Administrator Getting Started Guide
Welcome to the Administrator Getting Started Guide, your go to checklist for configuring OnBoard with confidence using proven leading practices. This guide walks you through the core configuration ...
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OnBoard Mobile Release v.2.40.5 - September 25th, 2025
On September 25th, 2025 we released an update to OnBoard that added maintenance and security updates to the iOS apps as well as some changes.Fixes:The following fixes were deployed with this releas...
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