The My Onboards page allows you to monitor the onboards you are the supervisor for.

Go to Workflows > My Onboards in the user menu.

1. There, you can filter your Onboards by Onboard, Folder and/or Status.
2. By clicking on an active onboard, you will see the task statuses appear.

Managing Onboards

Go to Admin > Fileroom > Onboards

1. Enter a title for the Onboard.
2. You may choose to assign a supervisor to this onboard here, but it is not required. [it required me to select one before saving?]
3. You have the option to input a number of days until a reminder can be sent to you regarding this Onboard, but it is not required.
4. Click the Save button.
5. To add tasks to the Onboard, select the Onboard you created from the list of existing Onboards and select the Add Task button.
   
6. Enter a name for the Onboard Step and select a document type from the drop-down list.
7. Click the Add button.
8. Repeat the steps to add as many tasks to this Onboard as needed.
9. Click the Save button.

Linking Folders to Onboards

Go to Admin > Fileroom > Folders

1. Use the drop-down list to select the cabinet you need to manage the folders for.
2. You can create a new folder here, or use the list of existing folders below.
3. Click on the “paperclip” icon to start an Onboard for any folder(s) you need.
4. Select an existing Onboard to assign to this folder from the drop-down list.
5. Check the box for “Retroactive” if you wish to start the Onboard by checking if documents already exist within this folder.
6. Click the Add button.