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How to Customize Document Settings in Sally AI

Before you download a transcript or summary as a document, you can adjust the document settings to control its design and layout.
These settings let you define how your meeting reports look - from colors and logos to footers and download restrictions - so your exported files always match your company's style.


Quick Navigation

  1. What does a Sally AI document look like?
  2. How do I access document settings?
  3. What document settings can I configure?

1. What does a Sally AI document look like?​

Documents in Sally are used to store, share, or send meeting summaries and transcripts in a clean, professional layout.
They include key meeting information such as the title, date, attendees, location, and summary.

Example of a meeting summary document generated by Sally
Example of a Sally meeting report

By adjusting your document settings, you can:

  • Add your company logo for consistent branding
  • Use your own accent color for visual alignment
  • Include a footer with company details or disclaimers
  • Restrict certain downloads to maintain privacy and compliance

These options ensure that every report you generate looks polished and aligned with your organization's standards.

2. How do I access document settings?​

To open the document settings:

  1. Go to Settings in the main navigation bar on the left.
Sally interface showing where to find the Meeting Assistant settings
Go to Settings → Meeting Assistant → Downloads
  1. Select Meeting Assistant under Configuration.
  2. Scroll down to the Downloads section.
Logo for Reports section in Sally settings
Choose which logo appears in your reports

Here, you'll find all available customization options such as logo, color, footer, and download permissions.

To modify a specific setting, simply expand the corresponding tab.

In the following sections, we'll walk you through all available document settings, so you can decide which adjustments make the most sense for your team.

3. What document settings can I configure?​

3.1. Level of detail in the summary​

Sally allows you to determine the level of detail in your downloaded summaries.
These settings define how detailed content such as topics and tasks will appear in exported reports.

Options for the level of detail in Sally summary settings
Choose between compact and detailed display

You can configure two areas individually:

Subpoints​

Decide whether topics and sections of the summary should include additional descriptions.

  • Compact: Without subpoints
    Sally only displays the main sections of your summary — clear, short, and easy to scan.

  • Detailed: With subpoints
    Each section of the summary is expanded with short descriptions. This is ideal if you want more context without reading the full transcript.

Tasks​

You can also define how detailed tasks should appear in exported reports.

  • Compact: Without assignee and due date
    Tasks are displayed only as a short list.

  • Detailed: With assignee and due date
    Tasks additionally include information about the responsible person and the due date.

This format is especially useful for structured meeting notes or project discussions, where tasks should be clearly assigned.

3.2. Logo for reports​

You can choose which logo is displayed in your exported reports.

Logo settings for Sally reports
Define which logo appears on page 1 and from page 2 onwards

You can configure the logo separately for the first page and for all following pages.

Logo on page 1

  • No logo – The document will not display a logo on the first page.
  • Sally logo – Use the default Sally logo on the first page.
  • Custom – Upload your organization's logo.

Logo from page 2

For all following pages, you can also define which logo should appear:

  • No logo – No logo will be displayed on the following pages.
  • Sally logo – The Sally logo appears on all remaining pages.
  • Custom – Use your own logo on the following pages.

This setting is particularly useful if you want a prominent title branding on the first page and a more subtle logo on subsequent pages.

tip

If this logo setting should apply to all users in your organization, enable “Set and lock this setting as the default.”

3.3. Font​

You can customize the font of your exported reports to better match your company's branding guidelines or your personal preferences.

Select a font for Sally reports
Choose the font for exported Sally documents

Simply select a font from the list. A live preview instantly shows how the text will appear in your exported documents.

This setting affects, among other things:

  • Headings
  • Body text
  • Summaries and lists
  • Other text content in the exported document
Available fonts

You can currently choose from the following fonts in Sally:

  • Arial
  • Calibri
  • Courier New
  • Georgia
  • Helvetica
  • Noto Sans
  • Segoe UI
  • Tahoma
  • Times New Roman
  • Trebuchet MS
  • Verdana
tip

If this font should apply to all users in your organization, enable “Set and lock this setting as the default.”

3.4. Accent Color​

Select your desired accent color to define the look of headlines and other visual highlights in the document.

Footer configuration options in Sally settings
Add one, two, or three footers to your reports
Example use cases
  • Match your company's brand color
  • Use neutral tones for formal client-facing reports

A live preview shows how your color choice affects headline and text colors.

tip

If you want this accent color setting to apply to all users in your organization, activate “Set this setting as the default and lock it.”

Add one, two, or three footers at the bottom of your reports.

Each field can contain any text - such as contact information, company name, or legal disclaimers.

Download restrictions options in Sally settings
Control what users can download

Options:

  • None – No footer
  • One footer – A single footer line
  • Two footers – Left and right footer fields
  • Three footers – Add more detailed information
tip

If you want this footer setting to apply to all users in your organization, activate “Set this setting as the default and lock it.”

3.6. Page numbers​

Enable page numbers in Sally reports
Turn page numbers on or off for exported documents

You can decide whether your exported meeting reports should include page numbers or not.

Available options:

  • With page numbers – Each page of the document receives a page number. This is especially useful for longer meeting notes or reports.
  • Without page numbers – The document will be exported without page numbers.

Page numbers make it easier to structure, reference, or print documents, especially when they contain multiple pages.

tip

If this setting should apply to all users in your organization, enable “Set and lock this setting as the default.”

3.7. Download Restrictions​

Administrators can restrict which file types users are allowed to download - helping protect sensitive information.

Example of a customized Sally meeting report
Final example of a customized Sally document

Available options:

  • Prevent downloading of transcripts
    Users won't be able to export or save written transcripts of meetings as files. This is useful when internal discussions should stay within Sally.

  • Prevent downloading of summaries
    Blocks users from downloading Sally's automatically generated summaries. This ensures that sensitive insights remain in the system and aren't shared externally.

  • Prevent downloading of video files
    Disables the option to download meeting video recordings. Videos can still be viewed within Sally but not exported to local storage.

  • Prevent downloading of audio files
    Stops users from saving the raw audio recordings of meetings. This helps reduce data exposure and comply with stricter privacy rules.

Keep in mind

Restrictions are defined organization-wide, meaning all users follow the same rules.