Features

You can customize your BoardEffect account by selecting from the options on the Features page.

1. On the main navigation menu, select Site settings.

2. Select Features from the list of options.

3. To manage activity logs, book and file exports, and site connections, select the General tab.

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

   • Smart Summary

   • Smart Prep

   • Smart Search

   • Smart Minutes

     Note

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

5. To manage email messages and updates, select the Messaging tab. You can also use this tab to manage Daily Digest subscriptions and their frequency. When you subscribe users to the Daily Digest, they have the option to unsubscribe in their settings.

6. To manage meeting books, library files, and templates, select the Meeting books and Library tab.

   • Private folders Select this option to allow users to upload their own files to the platform in a private folder that is only available to them.

   • Share annotations Select this option to allow users to share their meeting book comments and edits with other users.

   • Contributor link expiration Select the amount of time that a contributor link is valid for. This link directs users to the materials in a Meeting Book that are ready for review.

   • Generate template Select a template for a workroom.

   • Select Workroom Assign the selected template to a workroom.

7. To configure Directory items, select the Directory tab.

   • Hide contact information Users can hide their contact information from other users but it will still remain available to some admins.

   • Display Directory by user category Users can be displayed in the Directory according to their assigned user category.

   • Directory Excel export Users can export in Excel.

   • Directory display columns Manages the columns that are shown in the Directory.

   • Directory display columns for PDF Manages the columns that are shown in a PDF.

8. To save your changes, select Save.