In this article, you will learn:
- What is the Pre-reading Flag feature
- How to use it as a meeting organiser
- How participants benefit
- How to set it up automatically
- Who has access
What is the pre-reading flag feature?
Preparation is key for effective meetings. The Pre-reading Flag helps organisers indicate which documents require advance reading, which will be presented during the meeting, and which are optional. This guides participants to focus their preparation time efficiently.
How to use it as a meeting organiser?
For each document attached to an agenda item, you can mark it as:
- Requires pre-reading
- Presented in the meeting
- Optional read
Steps:
- Go to Edit mode.
- Select a document attached to an agenda item.
- Use the indicator to set the preparation expectation
- Save your changes.
How participants benefits from this feature?
Participants see a yellow tag for documents that require pre-reading, and a grey tag for other expectations.
Note
A participant is considered fully prepared only when they mark documents as read; opening them is not enough.
How to set up this feature in automatic settings?
Organisers can set default pre-reading settings for all future documents:
- Go to Settings → Meeting Settings → Meeting Document Pre-reading
- Choose default flags for new documents.
These defaults apply to all meetings, regardless of the room.
Who has access to this feature?
Currently available to Sherpany Pioneers (early access). While organisers mainly manage the flags, all participants benefit from the feature in their meetings.