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Searching for Documents, Agendas, and Minutes in BoardPro - new UI

Search and Find Previously Discussed Matters Fast

Mike Patterson avatar
Written by Mike Patterson
Updated over a month ago

You can use BoardPro’s Meeting Document search to find a keyword in the title of:

  • Documents attached to any agenda

  • Agenda items

  • Minutes

  • Actions

  • Decisions

How to search Meeting Documents, Agenda Items, and Minutes:

  1. On the left navigation bar, go to Documents → Meeting Documents.

  2. Use the search bar to enter your keyword and locate the relevant item.

In the search box, type in the keywords you are looking for. Search results will display the following details:

  • The title of the document, agenda item, or minute.

  • The agenda item the document is linked to (if applicable).

  • The meeting title and the meeting date.

  • The document file type (e.g., PDF, Word).

  • If the result is an agenda title.

  • If the result is a minute, whether it is a Note, Decision, or Action.

Clicking on different areas will open:

  1. The specific Agenda Item.

  2. The Meeting Details page.

  3. A Preview of the attached document.

  4. The Context Menu is where you can open or preview the agenda or minutes.


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