Customer Education
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Recent activity by Customer Education
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This is understandable.If you have any suggestions on how you'd like to see Skills Tracking or any other features in OnBoard improved, you can submit a Feature Request Support Ticket to let our sup...
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Tracy,Only organization Admins can administrate Skills Tracking.The administrative functions of Skills Tracking are: Adding the skills to your organization's skill bank Assigning skills to users a...
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Gemma,This can be accomplished by mapping your network drive to your Sharepoint library. Details for this can be found in this article. Once linked you should be able to upload documents directly f...
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You can track this information with a Global Administrator account. The Global Administrator can be used to generate Engagement Reports: Login Reports Book Downloads Resource Downloads All Organiz...
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Sherry, you can take the steps below. Please review the Managing Meeting and Agenda Permissions Article for more detailed information. Within the Meeting, select the "Manage Invitees" button next ...
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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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