Customer Education
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Recent activity by Customer Education
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Diversity Reporting
A diverse board can help increase transparency, accountability and responsible decision making for an organization. OnBoard's Diversity Reporting can help your organization track its demographics ...
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Board Member/Director Training Videos
The videos below review how to login and navigate the OnBoard platform on the web browser and OnBoard's free tablet app. View the videos to learn how to access your organization's meeting materials...
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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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OnBoard Android Release v.2.40.4 - September 5th, 2025
On September 5th, 2025 we released an update to OnBoard that added maintenance and security updates to the Android apps as well as some changes.Fixes:The following fixes were deployed with this rel...
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OnBoard Release Notes - August 29, 2025
The week of August 25th, 2025 we released updates to OnBoard that added maintenance and security updates as well as some changes. Fixes The following fixes were deployed with this release: Appro...
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Video: Presenting Meeting Materials in OnBoard
This video outlines how Meeting Administrators can present materials during a meeting using the OnBoard platform.
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OnBoard Release Notes - August 22, 2025
The week of August 18th, 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:ResourcesRe...
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Docusign
OnBoard's Docusign integration allows you to create and manage Docusign envelopes directly within the platform. View, track, and access envelope statuses without leaving OnBoard.Activate Docusign A...
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Preparing for Board Member Training
Training your Members on OnBoard is essential for long-term success. This guide outlines how to set up your portal for an effective demo and training session—so your board can follow along, ask que...
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Training Webinar: Roles & Terms
OnBoard's Roles & Terms allows administrators to manage and track Member, Director, and Trustee roles & terms in a secure and centralized location. Get recommended actions when roles & terms are m...
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