he preparation of board materials is a highly collaborative process. Last minute tweaks and changes are not uncommon, and ensuring everyone is working off the right version can be a challenge. Give your board the powerful advantage of being able to work synchronously and define a clearer, more structured workflow with real-time collaboration capabilities. Join OnBoard as we discuss how boards can leverage real-time collaboration tools within our board management platform while ensuring security and confidentiality.

1. Get on the "Same Page"
With Secure Collaboration Tools in OnBoard
February 23, 2023
OnBoard | ©2023 Passageways Inc. Confidential. All Rights Reserved.

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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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Housekeeping
3
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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Today’s Speakers
Gabe Smith
Customer Success
Manager
Karen Griffin
Head of Product &
Customer Marketing
Martyn Chapman
Chief Product Officer

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What we do:
Inspire and enable organizations to
do their best work in a digital
world.
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About our Audience Today
Industries
• Associations
• Banks
• Credit Unions
• Education
• Government
• Healthcare
• Nonprofit
• Technology
• Transportation
• Utilities
Roles
• Board Chairs
• Board Members
• General Counsel
• Chief Executives/Presidents
• Administrative Assistants
• Directors

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Agenda
1. Key Benefits of Board Collaboration
2. Featured Collaboration Tools
1. Shared Annotations
2. Minutes Builder Enhancements
3. Messenger
4. Microsoft 365 Integration for Document Editing (coming soon)
3. Wrap-Up & Q/A

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Polling Question:
Do your board members' need to collaborate
with each other on meeting materials before
meetings.

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Polling Question:
Do your board members' currently use OnBoard
for collaboration on materials?

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Key Benefits of Board Collaboration
• Simplifies & Streamlines Communication
• Improved, more informed Decision Making
• Increased Security
• Better Meeting Preparation

11. Featured
Collaboration
Tools

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Shared Annotations
• Ideal for communicating points directly linked to a meeting packet or resource material.
• Can share highlights, notes and freehand annotations with any user permissioned to the same material.
• Privately share notes, highlights, and questions with directors before the meeting

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Secure Messenger
• Ideal for ongoing communication related to a particular committee or topic.
• Can attach files (Word, Excel, Powerpoint, PDF) directly to the message thread.
• Enterprise-grade security to communicate and share files.
• Tip – Use Groups to permission message threads instead of individually adding members.
• Quickly start individual or group conversations within a secure platform

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Minutes Builder Enhancements
• Record minutes in real-time as a team
with simultaneous editing.
• Eliminate any confusion or conflicting
changes to ensure an accurate account is
captured.
• Easily drag and drop sections for
reordering or expand and collapse
sections as the meeting progresses.
• Make quick changes with in-line editing
and ensure everyone is working together
on the same version.

15. Microsoft 365
Integration for
Document
Editing
Coming Soon!

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Microsoft 365 Integration for Document Editing
• Open Microsoft 365 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 Microsoft 365 accounts can set up integration easily in just a
few clicks
• Available in the OnBoard Web app. Availability in iOS and Android is TBD.
You can also use the browser on your mobile device.
• Work together with your board to prepare materials and communicate efficiently
Coming Soon

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Microsoft 365 Document Collaboration
• Allows you to edit Microsoft 365 Word, PowerPoint, and
Excel documents stored in OnBoard Resources or attached
to Agendas directly into an online editor.
• Work on your files in real-time with other team members
and see who else if reviewing the document.
• Keep better track of the most recent version, ensuring
everyone is on the same page.
• Users must connect to their Microsoft 365 account.
• Available in Premium & Ultimate Plans – Contact your sales
or customer development specialist for more information.
• Coming Soon – March 2023

18. Demo Time!

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Polling Question:
Would you like to learn more about any of these
capabilities?

21. 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

22. Indianapolis Lafayette London Sydney

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Integration is Easy to Set Up
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Two Ways to Access: Agenda & Resources Sections
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Streamline Agenda
collaboration for
more effective and
accurate meetings

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Once opened
from the
Agenda or
Resources
Section, you
can click "Edit
in Word
Online" in the
File Viewer

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Word, PPT, & excel online editor opens (word pictured
here)
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Edit and
store O365
documents in the
Resources
Section.
Examples of Common
Resources Documents
Include:
⎼ Bylaws
⎼ Policies &
Procedures
⎼ Annual reports
⎼ Strategic plans
⎼ Research
documents

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Open Document from Resources
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30. OnBoard | ©2021 Passageways, Inc. Confidential. All rights reserved.
Word, PPT, & excel online editor opens (word pictured
here)
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Document File Properties
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