Applying advanced settings to a Meeting Book

The Advanced Settings include several options to customize the look and feel of your Meeting Book. This topic explains how to apply Advanced Settings to a Meeting Book.

  1. Edit a Meeting Book by selecting the arrow on the top right of the card, and then select Edit from the menu.

  2. Select Advanced Settings on the top right.

  3. Select from the following options in the Advanced Settings dialog box:

    • Manage Access: you can select which users from the workroom can view and access the Meeting Book.
    • Generate Page Numbering: apply page numbering to each page of the Meeting Book, including the agenda. For more information about customizing page numbers in the agenda, see generating an agenda.
    • View Only: the Meeting Book cannot be printed or downloaded as a PDF.
    • Include Original Files: files in the Meeting Book can be downloaded in their original formats.

    Note

    System administrators can download files in their original format, regardless of whether you select Include Original Files.

    • Preserve Bookmarks: the original bookmarks are included in documents.
    • Files Visible: all files in the Meeting Book are visible, even if the Book is incomplete or users are reviewing it.
    • Watermark: a watermark with the Administrator’s name and email address is displayed on every Meeting Book page.
    • Password: a password is required to access the Meeting Book and any supporting documents. You can create a password by entering text in the blank field.
    • Collaborator Notification Email: a notification is sent to collaborators when new documents are added to the Meeting Book. You can add collaborators by entering their email address in the blank field.
    • Logo: the default logo is added to the cover page and agenda of the Meeting Book. You can change the logo by selecting "Browse", and then selecting a new file to upload.

    Note

    When you create a Meeting Book, you can save your Advanced Settings as a new template. Review the Creating a Meeting Book template for more information.

  4. To apply the Advanced Settings to the Meeting Book, select Save.

  5. To save your changes, select Save and Continue.