In OnBoard, a meeting's Settings allow meeting administrators to control visibility, document behavior, agenda tools, notifications, and publishing options for a meeting. These settings help ensure meetings are well‑organized, secure, and aligned with organizational preferences.
| Explore the Meetings course and others in the OnBoard Administrator 101 Learning Path, on OnBoard Academy - link: Meetings |
Accessing Meeting Settings
How Do I Access Meeting Settings?
Meeting Settings can be accessed from within an individual meeting.
Steps to access Meeting Settings
- Open the meeting in OnBoard.
- Locate the ribbon of buttons directly below the Invitees list.
- Click the Settings button at the end of the ribbon.
What if I don’t see the Settings button?
If you are using a smaller screen or lower resolution:
- Click the three‑dot (⋯) menu at the end of the button row.
- Select Settings from the expanded menu.
Once opened, the Settings panel displays all configurable options for that meeting.
Hide Attendance Setting
What Does the Hide Attendance Setting Do?
The Hide Attendance setting controls whether non‑administrators can see how others have RSVP’d.
How Hide Attendance works
- Meeting administrators can always see attendance, regardless of this setting.
- When enabled:
- Non‑admins cannot see how other invitees responded.
- This helps prevent RSVP decisions from being influenced by others.
Table of Contents Settings
What Are Table of Contents Settings?
Table of Contents settings control whether OnBoard automatically creates a Table of Contents (TOC) page for the meeting’s board book.
What Happens When This Setting is Enabled?
- OnBoard generates a new first page in the board book.
- This page acts as a structured Table of Contents.
How Do I Customize the Table of Contents?
- Enable the Table of Contents setting.
- Click Configure.
- Choose which elements to include:
- Organization Logo
- Organization Name
- Meeting Date & Time
- Meeting Location
- Agenda Section Descriptions
- Agenda Section Document Names
- Agenda Sections without Documents
|
Book Page Numbers Setting
How Do Book Page Numbers Work?
Book Page Numbers automatically apply a continuous page number across all documents in the Meeting Book.
What This Setting Does
- Adds a page number to every page in the Meeting Book.
- Page numbers continue consecutively across:
- The agenda
- All attached documents
- Downloaded versions of the Book
- Individual documents may still retain their own internal numbering.
NOTE: This setting doesn't affect the hoverable page numbers of the book viewed within OnBoard. |
Meeting Pacer Line Setting
What Is the Meeting Pacer Line?
The Meeting Pacer Line visually tracks time progress across the agenda during a meeting.
How This Setting Works
- This option appears only if the Agenda Pacer is enabled at the Organization Settings level.
- You can:
- Enable or disable the moving line that tracks agenda timing in real time.
| To learn more about the Meeting Pacer Line, see: Agenda Time Management: The Agenda Pacer Line. |
Document Download Setting
How Do Document Download Settings Work?
Document Download settings control whether users can export meeting materials from OnBoard.
Default Behavior
- If downloads are enabled at the Organization level, users can:
- Export a PDF of the board book
- Export a .DOC version of the agenda
- Download agenda section documents
What Happens When Downloads are Disabled?
- When Disable book and document downloads is checked:
- Users cannot export or save source documents.
- Documents can still be viewed within OnBoard.
Important Note
There are two ways downloads can be disabled:
- From Meeting Settings
- From Organization General Settings
If you do not see Document Download options in Meeting Settings, downloads may already be disabled organization‑wide.
Meeting Brief Emails Setting
What Are Meeting Brief Emails?
Meeting Brief Emails are automated, intelligent notifications sent to meeting invitees.
How This Setting Works
- Enabled by default.
- Sends:
- Preparation reminders
- Key meeting details before the meeting occurs
| If the meeting visibility is set to "All Visible": | MORE THAN 72 HOURS BEFORE THE MEETING | BETWEEN 24-72 HOURS BEFORE MEETING | LESS THAN 24 HOURS BEFORE THE MEETING |
| ...then the Meeting Brief Email will be automatically sent: | Once, 72 Hours Before Meeting | Once, 24 hours before meeting | N/A (no e-mail is automatically sent) |
Meeting Feedback Settings
How Does Meeting Feedback Work?
- Meeting Feedback allows invitees to provide feedback after a meeting concludes.
- It only appears if Meeting Feedback is enabled in Organization Settings.
What Can Administrators Control?
- Enable or disable Meeting Feedback for the meeting.
- Choose who receives the feedback request once the meeting is completed.
Meeting Feedback is accessible from Meeting Analytics within a meeting (if enabled for your organization. Otherwise, it is accessible via the Meeting Feedback button.)
|
NOTE: Meeting Feedback is anonymous. You can find out more about Meeting Feedback in this article. |
Publish Meeting Settings (Public Posting)
How Do I Publish a Meeting?
Publishing a meeting makes the selected meeting content available on the organization’s public meeting page(s).
When Does This Option Appear?
Public Posting will only be available if the organization has the Public Posting Feature.
How Publishing Works
- Meetings are Unpublished and not posted to the public site by default.
- In the Publish Meeting section:
- Click Select Content & Publish.
- Choose what content should be public.
| To learn more, about Publishing your Meetings, see: How to Publish Your OnBoard Meeting to the Public. |
FAQs
Can non-admins ever see RSVP statuses if attendance is hidden?
- No. When Hide Attendance is enabled, only administrators can view RSVP details.
Why don’t I see certain settings?
- Some settings depend on Organization Settings. If a feature is disabled at the organization level, it will not appear at the meeting level.
Do page numbers reset for each document?
- No. Page numbers run continuously across the entire board book.
Comments
0 comments
Please sign in to leave a comment.