Attaching files to member profiles

Attaching files to member profiles

We are looking at a functionality of scanning and attaching Oaths/ Ethics Codes to individual board members profiles in Onboard. Is that a function that is available at this time

You can add upload fields to your member’s profiles in Settings -> Configure Board Member Fields under Basic Information and label them anything you wish and set them if you want them to be visible to the public or not.


    • Related Articles

    • Configuring Member Profiles

      Can the board members contact information be removed from public view? Member’s basic information as well as any Custom Field can be removed from Public View on the Configuration Board Member Go to: Settings >Configure Fields > Board Members >Basic ...
    • Custom Question - Restrict and Exclude from certain boards on Applications

      You can create Custom Questions and apply those questions to only certain boards. Click Settings on the bottom left navigation panel, then click Applications at the top right under Configure Fields. Applications Configure Fields Some of the basic ...
    • Validate application and add member to seat on board

      After viewing the application if everything looks good and has the needed information click on Validate and then Create New Record On the next screen look through the fields and confirm everything looks ok and add any missing any needed information. ...
    • Custom Seat Affiliations

      I can label a seat name on a board when the seat is affiliated with Democrat, Republican, etc. but when I label a seat as Unaffiliated nothing shows up. How can I make that label show up on the board seat? The Unaffiliated selection in Seat ...
    • Filter for Open Meeting Certificates (OMA)

      We do not use the certificates module but would like to be able to filter current seated members who have Open Meeting Certificates (OMA). What you can do is create a custom label called OMA as part of the member's profile under Settings -> Configure ...