This is how you change meeting details, add/remove attendees and signers in the Meeting Minutes.
This article contains the following sections:
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Add the preferred logo
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Attendees
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Signers
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Edit meeting items
Add the logo
You can add the logo to the meeting minutes is from the top section menu bar. Click Logo and select your logo.
Absence and presence
There are two types of attendee groups available to use for noting attendees in a meeting.
There is a default attendee group called Board Members that contains the users notified about the meeting. This group is intended for the participants that are supposed to be present in the meeting, but for whom you can register absence for one specific agenda item or the entire meeting via the drop-down Register absence on each attendee.
Absent participants will appear in the relevant agenda item.
The other alternative group can be used for participants that are not necessarily meant to participate in the full meeting, like external participants or guest participants to specific agenda items. You can register presence for one specific agenda item or the entire meeting via the drop-down Register presence on each attendee.
Add and remove attendees
You can easily add and remove attendees and change the sort order with drag and drop within the group. The group names and the Attendees header can also be changed. If desired, you may have more than one group of attendees.
Request users to sign
You can mark attendees one by one or the entire group of attendees as signers. Any selected signer will be included on a signature page at the end of the Meeting Minutes document.
Edit meeting items
Use the minutes' items to describe any decisions made for each agenda item, for example, actions taken or agreed to be taken, next steps or voting outcomes. If you use the Admincontrol Board Book feature to create an agenda, the agenda items will be copied to the Meeting Minutes, and you can edit, remove or add items. With our excellent Meeting minutes editor, you have the option to utilize headings within your text, providing improved structure to your text. Additionally, you can easily insert tables or define bulleted or numbered lists at several levels to present relevant information in a more organized manner.
There are options available for different text alignments and indents, allowing you to achieve the best layout when presenting your content. We have also included an undo and redo function, enabling you to easily revert or restore changes.
Take notes
Below the attendee area and above the Meeting Minutes itself, a free text area is included. Here you can write notes or add any information that must be included in the minutes. Click the text Notes/Introduction to start editing. You can use simple formatting tools like bold, italic, underline, in addition to bullet points and ordered lists in this field.
Reference to documents
Add a reference to a document available in your Board Portal by clicking Add reference.