Once the Draft Minutes are finished and moved to the Minutes in Review stage, you can email them to individuals on the People’s List.
For security reasons, BoardPro does not directly email the minutes. Instead, recipients will receive a secure link to log in and view the document online.
To email the minutes, go to the Meeting Details page, click the Minutes drop-down menu, and select "Email.
You can also email the minutes directly from the Post Meeting Tasks. Click on "I'll do these now" and select the minutes you wish to send.
In the Post-Meeting Tasks box:
Choose the recipients for the email.
Personalise your greeting. The default is "Hi," but you can type your greeting and choose to include a first name, last name, or both at the top of the email.
Add any additional comments in the comment box.
The system will display when the notice was sent and by whom.
Note:
When emailing out the Minutes, if a person in your organisation does not have login ability and their status shows "Invitation Pending" or "No Access," an asterisk will appear next to their name, indicating that * This person does not have access and cannot receive the email.
A person with an executive/guest access level cannot have an email sent to them.
You can still edit the minutes up until they are confirmed. If you email the minutes with the changes, you must follow the same steps.
Related Article: