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Edit a Between Meeting Report - new UI

How to make changes to and resend a meeting report between meetings

Rajit Theodore avatar
Written by Rajit Theodore
Updated this week

It is easy to change a report, resend the email, or remove it on the Between Meetings Report page.

Click on the report to open and edit it (this is also true for Draft Reports):

When the report opens, you can:

  • Send/Resend an email notification of the report

  • Update the date and/or owner of the report

  • Add any additional text/information

  • Upload any new documents

  • Current documents (View, Download, Previous Versions or Delete)

  • Add a comment (Admins, Chairs and Board Secretaries can also delete comments from anyone by clicking on the context menu -3 dots, next to the comment)

Click on the context menu to:

  • See Email History for this report.

  • Lock or unlock a Report. The report can be "locked" so that no further edits or comments can be added/made, and it can be unlocked at any time to make edits or email it out again.

Click on Delete Report to remove a report. Note: You must type "Delete" into the field for it to be removed.

Between Meeting reports is a feature with the Premium and Ultimate Plans. If your board subscribes to the Essentials Plan, then you will not be able to see Flying Minutes. If you would like more information about this feature, please get in touch with support

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