Customer Education
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Recent activity by Customer Education
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Managing Permissions for Microsoft 365 Document Editing
With OnBoard’s Microsoft 365 Document Editing, you can collaborate with other Admins and Contributors by editing your documents within meetings and resource folders. With OnBoard permissions, you ...
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Deactivating or Deleting Accounts
There are several ways to manage user accounts in OnBoard. This guide explains how to temporarily deactivate, reactivate, or permanently delete users, including bulk actions.What’s the Difference B...
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OnBoard Release Notes - September 12th, 2025
The week of September 8th, 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:Minutes A...
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Minutes AI - Zoom and Teams Pre-Meeting Checklist
Prior to running your first meeting with OnBoard's Minutes AI, you'll want to ensure that your Zoom and Teams' settings are configured to allow the OnBoard Recording Assistant to record and transcr...
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Edited Document Publishing
With Document Publishing, you can manage when your edits to Microsoft Word, Excel, and PowerPoint documents are visible to Readers in OnBoard. For more information on how to edit Microsoft docume...
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Understanding OnBoard Permissions
Understanding how permissions work in Onboard is critical to allowing you and your organization to access and edit your Meetings, Approvals, and other board materials. We'll explore the different t...
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OnBoard Overview Video
OnBoard Overview Video from OnBoard Meetings on Vimeo. OnBoard Group Trainings: If you are interested, we do offer further education. You can find the calendar and register for various group trai...
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- 14 votes
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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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OnBoard Release Notes - September 5th, 2025
The week of September 1st, 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:Microsoft...
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Minutes AI Training Webinar
Transcribing and formatting meeting minutes can be a tedious and time-consuming task. With OnBoard's Minutes AI, you can streamline this process effortlessly. OnBoard's solution transcribes your m...
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