Applying advanced settings to a Meeting Book

The advanced settings include several options to customize the look and feel of your Meeting Book.

  1. On the Meeting Book card, select the More options icon and select Edit from the menu.

    Alternatively, select the Meeting Book title to open it and select Edit book.

  2. Select the More options icon and select Advanced settings.

  3. Use the following options to apply your settings:

    • Manage access you can select which users from the workroom can view and access the Meeting Book.
    • View only the Meeting Book cannot be printed or downloaded as a PDF.
    • 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.
    • Share annotations allow users to share selected meeting book annotations with other users.
    • Include original files allow users to download meeting book files in their original format.
    • Preserve bookmarks preserve the original bookmarks of PDF files uploaded to a meeting book.
    • Watermark display a watermark on all pages of the book.

    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 settings to the Meeting Book, select Save.