Add, include and remove attachments in meeting minutes

Table of contents

• 1. Attach files to a specific agenda item
• 2. Choose how the attachment should be included in the minutes
• 3. Remove or replace an attachment

1. Attach files to a specific agenda item

If an attachment relates to a specific agenda item, you can attach the file directly to the relevant item:

1. Click the Minutes tab.
2. Then click the title of the agenda item to which the attachment should be added.
3. Drag and drop files or click in the box under Attachments to select files from your device or from the document archive.
4. Click Save or allow the minutes to be saved automatically once the file has been uploaded.

2. Choose how the attachment should be included in the minutes

If the attachment is to be included in the minutes, this needs to be managed and configured under the Attachments tab. From this view, you can choose to: 

• Included in minutes: The attachment is added to the minutes as text.
• Link in minutes: The attachment is added as a clickable link in the minutes.

If no option is selected, the file will still be stored in the meeting folder in the document archive, but will not be included in the minutes themselves.

Important information about attachments included in minutes:
Included attachments are not automatically e-signed when the minutes are signed.

3. Remove or replace an attachment

Attachment added to the minutes

If you want to delete an attachment that you have uploaded or attached directly to the minutes:

1. Go to the Minutes tab and open the agenda item to which the file is attached.
2. Click the red cross icon next to the file name. The attachment will be removed when you save the minutes.
3. If the attachment is to be replaced, upload a new, correct file according to the instructions above.

Attachment added earlier in the agenda

If the minutes have already been created and you need to remove or replace an attachment that was added while preparing the agenda, there are two options:

• Option 1 (Unlock the agenda): Unlock the agenda to delete or replace the original attachment directly in the agenda view. This means you first need to delete the minutes. Read more in the guide Unlock the agenda and notice.
• Option 2: Upload the correct attachment directly to the agenda item and tick the option that only this new attachment should be included in the minutes. This means you do not need to unlock the agenda by deleting the minutes, but note that both attachments will be saved in the meeting folder in the document archive.