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Edit Minutes - new UI

Steps to Edit Meeting Minutes

Mike Patterson avatar
Written by Mike Patterson
Updated this week

You can edit individual minutes if the meeting status is "Draft Minutes" or "Minutes in Review" stage.

The meeting status in the example below is in the "Minutes in Review" stage.

  1. From the Meeting Details page, click on Edit Minutes on the top right.

  2. You can go to the agenda item you'd like to edit and click on it to open it.

  3. Click on the minute to be edited, which will open in a pop-up box.

  4. Once you have made your edits, don't forget to "Save." The Minutes PDF will be automatically updated.

Note:

  • You can also add extra minutes (notes, decisions, and actions) to agenda items before the meeting is confirmed.

  • If you accidentally update the Meeting status or need to amend a meeting, you can roll it back to the earlier stages, provided the meeting has not been confirmed.

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