Meetings

Introduction to meetings

• Meetings
• How do I create a meeting?
• How do I find an archived meeting?
• How do I change secretaries, reviewers, and/or signatories at a meeting?
• How do I find documents from an old meeting?

Agenda

• How do I add items to the agenda?
• Create your own agenda template from an existing template
• How do I save the Agenda?
• Create an agenda template
• How do I change the start numbering for the agenda?
• How do I update the agenda with a new file?

See all 9 articles

Invitation

• How do I send an invitation?
• How do I include the agenda in an invitation?
• How do I add a video meeting to the invitation?

Minutes

• Unlock archived meetings for signing
• How do I change the starting numbering of the minutes?
• How do I find a protocol?
• How can I add attachments to the minutes?
• How do I add attending members to the minutes?
• How do I create a agenda template from an archived protocol?

See all 9 articles

Comments and Review minutes

• How do I leave comments on the minutes?
• How do I view comments on a minute?
• Ask for comments on a minute and see comments on minutes
• How do I review the minutes without comments?
• How do I skip the review?

Sign meeting minutes

• How do I e-sign a protocol?
• How do I reject a signature?
• How do I download the minutes as a file?

Meeting settings

• Change meeting number on archived meeting
• Meeting number
• How do I share an agenda template between boards?
• How do I create standard phrases?
• How do I edit standard phrases?
• How do I delete standard phrases?