It is easy to edit a report, resend the email notification, or remove it from the Between Meeting Reports page.
Open and edit a report
Click on the report to open and edit it. This also applies to Draft Reports.
Edit the report
When the report opens, you can:
Send or resend an email notification for the report
Update the report date and/or owner
Add additional text or information
Upload new documents
Manage current documents:
View
Download
Access previous versions
Delete
Add a comment
Note:
Admins, Chairs, and Board Secretaries can delete comments by clicking the context menu (three dots) next to the comment.
Use the context menu
Click the context menu to:
View the email history for the report
Lock or unlock the report
A report can be locked to prevent further edits or comments. It can be unlocked at any time to allow further changes or resend the email notification.
Delete a report
Click Delete Report to permanently remove a report.
Important:
You must type “Delete” into the confirmation field before the report can be removed.
Between Meeting Reports is available on the Premium and Ultimate plans.
If your board subscribes to the Essentials plan, you will not be able to access Flying Minutes.
For more information about this feature, please contact support through live chat (Support Button) or email support@boardpro.com
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