General Settings

General Settings is the first tab in the Organization Settings. You can return to this tab at any time by clicking on Settings in the left navigations, then on General at the top of the screen. Here Organization Administrators can set general organization settings such as enabling or disabling Document Downloads, setting the Landing Page users see when they log in, and the Time Zone setting for items exported from OnBoard. 

Document Downloads 

Downloads of Meeting, Resource, and Messenger documents are enabled by default. When enabled, Meeting and Resource Admins can disable document downloads for individual Meetings or individual Resource folders/files.

To disable downloads for all Meetings, Resources, and Messenger messages, use the toggle next to Document Downloads in the Organization General Settings.

Best Practice: Disabling document downloads keeps your organization's information secure by ensuring it can only be accessed within OnBoard. This guarantees members always view the most up-to-date version. If downloads are allowed, there's a risk of outdated copies being shared. Keep this in mind when deciding your organization's download settings.

Download Exceptions

Use the Add Exceptions for Document Downloads button (visible after disabling the Document Downloads toggle), to allow a few users to be exceptions to this download restriction.

Users who are added to the Exceptions list will still be able to download books and resources, even when this feature is disabled for all other users.

Best Practice: Download exceptions are helpful when you want to keep materials secure within OnBoard, but some members can't access the platform directly. By granting download access to select staff, they can download and share the most up-to-date materials with those members as needed.

Restrict Meeting Downloads to PDF Only

This setting is only available in Premium and Ultimate plans.

Select the Restrict Meeting Downloads to PDF Only checkbox to restrict document downloads to PDFs for Non-Admins (Readers and Contributors) for Meeting Documents Only.

Meeting Admins will still be able to download the native versions of meeting documents (.doc, .xls, and .ppt). However, Readers will only be able to download PDF versions. 

Best Practice: If you choose to allow downloads, it's recommended to enable Restrict Meeting Document Downloads to PDF Only. This ensures meeting Readers can only download non-editable PDF versions of meeting documents.

Meeting Document Watermarking

This setting is only available in Premium and Ultimate plans.

Meeting Document Watermarking will place watermarks on agenda section and meeting book documents viewed and downloaded from Onboard. You can place the watermarks across the entire page or in the footer. Review our Meeting Document Watermarking article for more information. 

Shared Annotations

This setting is only available in Premium and Ultimate plans.

Sharing Annotations between users can be an excellent way of collaborating over meeting documents. However, should you wish to disable this feature for your Organization, simply uncheck this option.

Once disabled, exceptions can be configured to allow access to the Shared Annotations feature on a user-by-user basis.

Learn more about shared annotations here.

Best Practice: Organizations subject to Open Meeting/Sunshine Laws—or other internal policies that restrict private communication outside of meetings—should consider disabling shared annotations to maintain compliance.

Organization’s Landing Page

Users in your organization can be automatically directed to either your Meeting List or your Homepage when they initially log in. Select either option from this dropdown menu to apply this setting to all users in your organization.

Organization’s Time Zone

This setting can be used to set the timezone for your Organization. This affects time zones on all downloaded materials and notifications sent from OnBoard. 

Most of the items inside OnBoard will display a time in the user’s local time. For example, a meeting scheduled for 5pm Pacific time will display as 8pm for anyone who is in the Eastern time zone. However, some timestamps will always report the “Organization’s Time Zone,” such as eSignature timestamps, exported materials, and email alert notifications.