Andrew Sompels

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• Taking Minutes While Presenting in OnBoard

  If you are responsible for presenting the meeting materials during the meeting while also capturing the meeting minutes, you can do both simultaneously in OnBoard . You can log into the same OnBoar...

  • Изменен 31/01/2024 17:39
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• Use Your Last Meeting As Practice

  If your organization is just getting started with OnBoard, you may not have meeting materials to add for an upcoming meeting. What many customers do, and what we recommend, is to recreate your most...

  • Изменен 23/01/2024 14:14
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• Admin Groups for Permissions

  If you have multiple Admins managing meetings in OnBoard, creating and utilizing an Admin Group can be useful.  Creating an Admin Group gives you and your fellow portal Admins administrative access...

  • Изменен 26/03/2025 17:43
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• Adding Historical Roles & Terms Data for Past Members

  Many organizations have historical Roles & Terms data for Members, Directors, and Trustees that are no longer with their organization.  It is possible to enter this historical Roles & Terms data in...

  • Изменен 17/01/2024 21:25
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• December 2023: Mobile App Meeting Updates and End of Year Promotion

  Happy Holidays! Can you believe 2024 is right around the corner? Whether you observe a holiday, or are simply celebrating the end of the workweek, we hope you take time to both enjoy and recharge ...

  • 18/12/2023 21:52
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• November 2023: End of Year Promotion, Top Tips and 2024 Product Updates Webinars, and Watermarking

  Subscribers: Buy 5 Get One Upcoming meetings? Make sure everyone in attendance has access to OnBoard! Now is a great time to add subscribers to your package. For every 5 subscribers you purchase,...

  • Изменен 13/12/2023 21:35
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• October 2023: Engagement, Minutes, and Building Strong Boards Webinars + Customer Spotlight

  Board Member Engagement Webinar Did you miss September's webinar on "Top Tips for Board Member Engagement?" Did you miss our webinar last month, "Top Tips for Board Member Engagement?"We know the s...

  • Изменен 13/12/2023 20:45
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• Sample OnBoard Implementation Timeline

  OnBoard provides implementation and training to ensure that your organization has a smooth implementation and that your Members, Directors, and Trustees adopt OnBoard successfully. Below is an outl...

  • Изменен 08/01/2025 20:39
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• September 2023: Intelligent Assistant Product Update & Fall Webinars

  OnBoard Intelligent Assistant Have you heard the latest news? Introducing OnBoard Intelligent Assistant - an AI innovation tailored for board professionals. It's a helpful and intuitive virtual as...

  • Изменен 12/09/2023 16:07
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• Assisting New Users with Activating Their Account

  Your first OnBoard meeting is an important one. It's your initial opportunity to showcase OnBoard, and is can be a critical piece in gaining long-term success with OnBoard. Because of that, it is h...

  • Изменен 12/09/2023 17:33
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