To notify the Chair, CEO, or others with edit access to the minutes who need to review or collaborate on the minutes, use BoardPro’s draft minutes email function.
Email draft minutes
Open the meeting and go to the Meeting Details page.
Click the Minutes menu.
Select Email.
When the email window opens:
Select the recipients you want to send the draft minutes to. Only attendees who have edit access to the minutes will appear in the recipient list.
Choose how the recipient's name is displayed in the greeting:
First name
Last name
First and last name
No name
Enter any additional comments in the comment box.
Click Send.
Send draft minutes to the Chair only
To notify only the Chair:
Deselect all other recipients.
Leave only the Chair selected.
Add any personalised comments for their review.
Click Send.
Note:
When emailing draft minutes, only attendees who have edit access to the minutes will appear in the recipient list.
If someone in your organisation has an Invitation Pending or No Access status, an asterisk (*) will appear next to their name, indicating they cannot receive the email.
Only people listed in your People List who attended the meeting will appear in the recipient list.