Andrew Sompels
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Recent activity by Andrew Sompels
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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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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 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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If you have the OnBoard Essentials Package, and you’ve logged your attendance in the Attendance button, you can export the RSVP/attendance report word document for each meeting, and then combine th...
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