Features

You can customize your BoardEffect account by selecting from the options on the Features page. This topic includes a description of each option.

  1. On the BoardEffect home page, from the left Navigation menu, select Site Settings .

  2. Select Features from the list of options.

  3. To customize your account, in the General tab, configure one or more of the following options:

    • Email Messaging: Select the checkbox to enable users to send email messages through BoardEffect, select the checkbox. Deselect the checkbox to prevent users from sending a message from their BoardEffect account.

    • Receive Updates: Select the checkbox to automatically subscribe new users to the Daily Digest, select the check mark. When you automatically subscribe users, they have the option to unsubscribe in their settings.

    • Prevent Admins from Accessing All Workrooms by Default: Select the checkbox to require system administrators to request access to all workrooms.

    • Private Folders: Select the checkbox to allow users to upload their own files in the platform, select the check mark. Their files will be available in a private folder.

    • Share Annotations: Select the checkbox to allow users to share their comments and edits in a Meeting Book with other users.

    • Contributor Link Expiration: From the dropdown menu, select the amount of time a workflow link is valid. The workflow link directs users to the materials in a Meeting Book that are ready for review.

    • Daily Digest Frequency: From the dropdown menu, select how often subscribed users receive Daily Digest emails from BoardEffect.

    • BoardEffect Templates: Select a pre-populated template for Meeting Books, custom fields, and surveys. To assign a template to a workroom, select a template from the Generate Template dropdown menu, and then select a workroom in the Select Workroom dropdown menu.

  4. To enable AI features, select the AI features tab and select the toggle beside one or more of the following features and select Save:

    • AI Summary: Select to generate and publish the summary of a meeting book.

    • Minutes AI: Select to leverage AI to generate minutes from your notes.

    Note

    The activation of the Minutes AI feature may take a few minutes to take effect after you select the toggle.

  5. To save your changes, select Save.