Skip to main content
OnBoard Help Center Help Center home page
Community Help Customer & Billing Support About Us Back to OnBoard Submit Feedback Refer a Friend Sign in

  1. OnBoard Help Center
  2. Training & FAQs
  3. Board Member Training Articles

Board Member Training Articles

Everything that a Member, Director, or Trustee needs to know to navigate the OnBoard portal.

  • End-User Quick Reference Guide Promoted article
  • OnBoard Overview Video Promoted article
  • OnBoard Quick Start Guide - Downloading the App, Logging In, Setting up Your Profile
  • Board Member/Director Training Videos
  • Accepting Your OnBoard Invitation
  • Accepting Invitations to Additional Organizations
  • Logging in with Two-Factor Authentication (Web)
  • Resetting Passwords and Unlocking Accounts
  • Changing an OnBoard ID (Email Address)
  • Navigating the Homepage
  • Viewing the Meeting List
  • iOS and Android New Meeting Experience
  • Accessing Meeting Materials
  • Viewing and Navigating the Meeting Book
  • Book AI
  • Creating, Managing, and Sharing Annotations (Web)
  • Accessing Meeting Books While Offline - Mobile Apps
  • Joining a Remote Meeting from OnBoard
  • Viewing and Annotating Resource Documents
  • Secure Messaging in OnBoard
  • Viewing Meeting Minutes
  • Voting On And Viewing Approvals
  • Responding to Surveys
  • Completing Questionnaires
  • Signing an eSignature Document
  • Reporting Skills for Skills Tracking
  • Responding to an Assessment
About Us Leadership Press Contact Us Privacy Policy
Dansk Deutsch Español (Latinoamérica) Français (Canada) Italiano Русский