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Searching Documents, Agendas, and Minutes

How to quickly find matters that have been previously discussed

Kim Thibault avatar
Written by Kim Thibault
Updated over 9 months ago

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

  • Documents attached to any agenda

  • Agenda items 

  • Minutes

  • Actions

  • Decisions 

How to search the meeting documents, agenda items and minutes

On the top navigation, go to Documents --> Meeting Documents.

In the Search box, type in the keywords you are looking for:

How things appear on the list:

  • Where the title of the document, agenda item or minute, the agenda item can be found, the meeting title and date the result comes from

  • The document file type is displayed 

  • If it is an agenda title

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

  • Context Menu (Open Meeting, Preview or Download Agenda)

Clicking on different locations opens different areas

  1. Agenda Item

  2. The Meeting Details page

  3. A preview of the document

  4. Context menu where you can Open/Preview either the agenda or minutes



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