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  1. OnBoard Help Center
  2. Training & FAQs
  3. Tips & Tricks

Tips & Tricks

Helpful tips and best practices to enhance your experience with meetings in OnBoard.

  • Preview as a Member - Adding a Test User
  • Uploading documents from shared cloud storage (SharePoint & Dropbox)
  • Managing Meetings with Executive Sessions
  • How to Create Two-Day and Multi-Day Meetings in OnBoard
  • Managing Calendar Events During Board Member Term Change
  • How to Format Excel Files for OnBoard
  • Meeting Templates and Meeting Duplication
  • Benefits of Remote Meeting Configurations
  • Admin Groups for Permissions
  • eSignature Use Case: One Completed Document Per Signer
  • Customizing the Display Order of Resource Folders and Files with Naming Conventions
  • Taking Minutes While Presenting in OnBoard
  • Permissioning Announcements and Creating Multiple Announcement Sections
  • Adding Historical Roles & Terms Data for Past Members
  • Use Your Last Meeting as Practice
  • Downloading and Printing Documents in OnBoard
  • Improving Productivity For Data-Driven Strategic Meetings
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