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Document Settings

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 a document looks like
  2. How to access document settings
  3. Logo for Reports
  4. Accent Color
  5. Footer
  6. Download Restrictions

1. What a document looks 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 to 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. Logo for Reports​

You can choose which logo appears on your exported reports:

Accent color configuration in Sally settings

Define your headline and text colors

  • No logo – The document will not display any logo.
  • Sally logo – Use the default Sally logo.
  • Individual – Upload your organization’s own logo.

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

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.

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

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

6. 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.