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The reviewer's role – Review, comment on, and approve minutes

  • Updated

Have you been appointed as a reviewer for a meeting in Boardeaser? This guide walks you through how to open the minutes, write comments on specific items or on the minutes as a whole, and complete your review – whether you approve with or without comments, or request changes.

Good to know about the reviewer role:

  • Permissions: Any user with an account in the organization (including users with the Limited role) can be appointed as a reviewer. External individuals without a Boardeaser account cannot act as reviewers.
  • Review vs. signing: The review step means you examine and approve the content of the minutes. Once all reviewers have completed their review, the minutes move forward to formal e-signing (if you are also designated as a signatory).

Table of contents

1. Open the minutes for review

When the secretary has sent the minutes for review, you will receive an email with a direct link to review mode.

  1. Click the link in the email (or log in to app.boardeaser.com, go to Meetings > All meetings, open the relevant meeting, and click View minutes or the Review button next to your name).
  2. Read through the minutes and any attachments. If you have no comments at all, you can jump directly to step 3 below.
Click Approve at the bottom right of the minutes

2. Write comments (on specific items or the entire minutes)

If you have feedback, questions, or suggested edits, you can comment on individual minute items as well as add an overall comment for the entire minutes.

Comment on a specific minute item

  1. Click Write comment next to the minute item you want to comment on.
Click Write comment next to a specific minute item
  1. Enter your comment in the text field that opens and click Save.
Write your comment in the field and click Save
  1. If you need to edit or remove a comment you have already posted, click the three-dot icon (···) next to the comment and select Edit or Delete.
Click the three-dot icon to edit or delete a comment

Write a general comment on the entire minutes

Scroll to the bottom of the minutes and write your overall feedback in the Comment field before selecting a review status.

Write a general comment on the minutes as a whole at the bottom

3. Complete the review (Approve or Request changes)

At the bottom of the minutes, choose how you want to complete your review depending on whether the text requires revision or not:

Approve the minutes (with or without comments)

Choose this option if the minutes can be approved as written – or if you have left minor comments that do not require the secretary to send the minutes out for a new review round:

  1. Click the green Approve button at the bottom right.
  2. Confirm by clicking Send review.
Confirm by clicking Send review

Request changes

Choose this option if the secretary must revise the text in the minutes before you can approve them:

  1. Make sure you have entered your requested edits as item comments and/or a general comment as described in step 2 above.
  2. Select the Request changes option at the bottom and click Send review.
Select Request changes and click Send review

What happens after you submit your review?
Once all appointed reviewers have submitted their response, the meeting secretary (and administrators) are automatically notified by email. If any reviewer selected Request changes, the secretary updates the minutes and, if necessary, sends them out for a new review round. If everyone selected Approve, the minutes move forward to approval and e-signing.