New capabilities are coming fast - there are many ways to stay updated including this live product webinar. Join OnBoard’s product experts to get up to speed on all of OnBoard’s latest updates. We’ll also share a sneak peek into new capabilities including Microsoft Office 365 File Collaboration, Messenger Document Support, and Minutes Builder enhancements. Whether you’re just getting started with OnBoard or are ready to go deep on new features, you’ll learn how to work smarter, move faster and achieve more within the platform.

1. OnBoard Product Sneak
Peek
November 15, 2022

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Housekeeping
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Please ask questions
at any time using the Q&A Button
Chat or ”raise your hand” if you
need anything
Attendee Mics are muted by default

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Confidentiality & Roadmap Disclaimer
The information in this presentation is confidential and proprietary to OnBoard and may not be disclosed without the
permission of OnBoard. This presentation and OnBoard’s strategy and possible future developments, products and or
platforms directions and functionality are subject to change and may be changed by OnBoard at any time for any
reason. The information in this presentation is not a commitment, promise or legal obligation to deliver material, code
or functionality. This presentation is for informational purposes and may not be incorporated into a contract. OnBoard
assumes no responsibility for errors or omissions in the document. All forward –looking statements are subject to
various risks and uncertainties that could cause actual results to differ materially from expectations.
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About our Audience Today
Industries
• Arts & Entertainment
• Associations
• Financial Institutions
• Government
• Healthcare
• Manufacturing
• Nonprofit
• Technology
• Transportation
• Utilities & Energy
Roles
• Board Chairs & Members
• C-Suite, Executive Directors
• Corporate Secretaries
• Executive Assistants
• General Counsel
• Vice Presidents

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Introductions
Karen Griffin
Head of Product & Customer
Marketing
Jarred Porter
Orr Fellow, Product
Management
Michael Fitzgerald
Senior Product
Manager

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Today’s Agenda
• Welcome & Introductions
• New Capabilities Coming Soon
• New Help Center and Community Site
• Q&A

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What we do:
Inspire and enable organizations to
do their best work in a digital
world.
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A Secure Place to Talk About Board Work
• A safe way to share and receive attached documents
• Supported file types include Microsoft Office files, PDF,
PNG, GIF, JPEG, and BMP
• Available on Web and Mobile apps
• Coming Soon – Early December 2022
Messenger Document Support

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A Journey Towards Diversity & Inclusion
• First step in helping organizations report and
work towards diversity requirements
• New User Profile fields include:
⎼ Date of Birth
⎼ Gender Identity
⎼ Demographic Background
⎼ LGBTQ+
⎼ Military Veteran
⎼ Individual with Disabilities
• Demographic information can be included when
importing and exporting CSVs
• New robust diversity reporting and exporting
functionality
• Coming in Q1 2023
• Laying the foundation with New User Profile Fields

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Ensuring Confidentiality
• Organization admins can configure User Profile visibility
settings
⎼ Hide fields with sensitive contact information
⎼ Ensures your organization maintains bylaws or helps
meet sunshine laws
⎼ Settings for Profile Visibility and Directory Visibility
• Organization admins can set visibility to:
⎼ Admins-only
⎼ Admins & Profile Owner- only
⎼ Member Affiliated Groups – only
⎼ All Visible
• Coming Soon – December 2022
• Control Visibility of User Profile Information

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Minutes Made Even Better
• Drag-and-drop functionality makes it easy to
reorder sections
• Add a note with in-line editing by typing the
information right into the section block
• Make in-line edits to a topic or description
• Simultaneous editing helps you collaborate with
others and see the changes being made
• Coming Soon – December 2022
• Minutes Builder enhancements to securely and efficiently capture minutes

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Seamless Collaboration with Microsoft O365 Integration
• Open Microsoft Word, Excel, or Power Point for real-
time collaboration within the OnBoard platform
• Save right within OnBoard to ensure files are secure
and easily accessible
• Users with O365 accounts can set up integration
easily in just a few clicks
• Microsoft O365 File Collaboration will be available in
the OnBoard Web app. Availability in iOS and Android is TBD.
• Coming Soon – Q1 2023
• Power your board's productivity with access to Microsoft Office documents right within
OnBoard

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A Fresh New Look
• Refreshed design for a better user experience
• Find what you're looking for with intuitive
navigation
• New content added weekly – including videos,
articles, tutorials, and more!
• Coming soon - Early December 2022
• New Help Center and Community Site

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What features are you interested in learning more
about?
• Messenger Doc Support
• New User Profile Fields (Demographics)
• Directory/Profile Visibility
• Minutes Builder Enhancements
• Office 365 Integration
• Redesigned Help Site
Polling Question

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OnBoard Share the Love Referral Program!
$50/Referral + $500 once they become a customer

17. Contact & Help
OnBoard Sales Team
765.535.1882
More@onboardmeetings.com
OnBoard Customer Success Team
OBpros@onboardmeetings.com
Technical Support: (765) 535-1880, option 1
help@onboardmeetings.com
Online knowledgebase
onboardmeetings.com

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