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Document Downloading and Printing Policy

Manage if documents can be downloaded

Kim Thibault avatar
Written by Kim Thibault
Updated over a week ago

By default documents in BoardPro can be downloaded and or printed, as this is useful for many board members who may prefer to have a physical copy of a document. However, an increasing number of boards now maintain a policy whereby the organisation maintains control over every copy of a board document.

  • The Document Download and Printing feature provides that level of control to organisations who need this.

Found in the Organisation Page under Security.

Administrators, Board Secretaries and Chairs can enable or disable this function to switch off the ability to download and print.

  • Click on the toggle to switch it to the on or off position

NOTE: If turning this OFF, please be sure to notify everyone who may be affected.

You can not have only some documents disabled and others enabled, the same as with people you can not select who can or cannot print or download (except for Executive/Guest access level as they cannot view documents). It is all or nothing at this time.

Exceptions to this are Excel, Tableaux and other file types specifically uploaded for distribution via BoardPro. These are excluded from this setting and are always available for download.

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