Editing Minutes

How to edit the minutes of a meeting

Vicki van Eeghem avatar
Written by Vicki van Eeghem
Updated over a week ago

As long as the Meeting status is either Draft Minutes or Minutes in Review - you can edit individual minutes.

You can see the status in the example below is in the Minutes in Review stage

  1. From the Meeting page click on Edit Minutes

  2. Go to the Agenda Item that you wish to edit and click on that. 

  3. Click on the Minute to be edited and it will open in a pop-up box. 

  4. Once you have edited the minute click save. Your Minutes PDF will be automatically updated.

Note: You can also add extra minutes (notes, decisions and actions) to agenda items at any time before the meeting has been confirmed.

If you have accidentally updated the Meeting status or need to make amendments to a meeting, you can roll it back to the various stages provided the meeting has not been confirmed. 

See Rolling back from Draft Minutes for more information.

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