Organisation

Organisation

Location: Settings > Organisation

These settings are general settings for your organisation.
You have 3 tabs:
  1. General
  2. Summary PDF Settings
  3. Users

General

Title: Name of the organisation
Quick Call Type: The type of meeting that is a quick call. You can start a quick call in the assistant.

Summary PDF Settings

Hide Title: Hide the main title of the document.
Hide Questions: Hide questions for each question (only show answers)
Show Textblocks: Show text blocks instead of answers
Hide Attendees: Do not show attendees on the summary
Hide Summary Title: Hide the subtitle called "Summary"
Attachments Default added to Summary Email: Add attachments as files in the summary email.

Logo: Logo of the organisation. This will be placed in the right corner of the first page
Stretch Logo: Stretch the logo over the entire page at the top of the first page

Background Document Primary Color: Primary color for the summary document. Used for title bars background color.
Background Document Secondary Color: Secondary color for the summary document. Used for theme title bars background color.

Text Color Title: Color for the title of the summary.
Text Color Sub Title Primary: Color for the title bars of the summary. Should match the Background Document Primary Color
Text Color Sub Title Secondary: Color for the theme title bars of the summary. Should match the Background Document Secondary Color
Text Color Main Information Titles: Color for the information title of the summary. e.g. Questions, Notes, ... Set this to white if you don't need these dividers.
Text Color General Text: Main color for text on the summary.

Users
Users contains a user list of the organisation.
You can edit the user's information with the  button.

First Name: First name of the user.
Last Name: Last name of the user.
Email: Email of the user. This email is used to login.
Language: Language the user speaks
Profile Image: Profile image that is shown when the user is logged in.

    • Related Articles

    • Adding a new meeting

      Location: Dashboard > Dashboard With the Add New Meeting button you can add a new Meeting Title: Title of the meeting Start: Start of the meeting End: End of the meeting Description: Internal description of the meeting Type: Type of meeting. Based on ...
    • Questions

      Location: Settings > Questions In the top right corner you have 2 buttons: Sort Questions Add new Question Navigation Buttons Add new Question When you add a completely new question you will be asked the following: Theme (Only for root questions) ...
    • Following up on the meeting

      When you open a meeting with status Processing or Finished. We will be going through each part of this page. If it is the first time you open a summary, you can enter a personal score and complete the meeting. Top Bars Navigation Bar This will seem ...