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Searching Documents, Agendas, and Minutes
Searching Documents, Agendas, and Minutes

How to quickly find matters that have been previously discussed

Kim Thibault avatar
Written by Kim Thibault
Updated over a week ago

You can use BoardPro's Meeting Document search to quickly find:

  • Documents attached to any agenda

  • Agenda items 

  • Minutes 

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 key words you are looking for.

How things appear on the list:

  1. 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

  2. Document file type is displayed 

  3. If it is an agenda title

  4. If it is a minute, whether it is a Note, Decision or Action 

  5. Context Menu (Open Meeting, Preview or Download Agenda)

Click on the item to open a preview of the document, Agenda or Minutes.  

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