Confirm previous meeting minutes
The Confirm Minutes smart agenda item lets you confirm minutes from a previous meeting during your current meeting.
When drafting the agenda, the minutes may already be selected for confirmation. If not, you can select the meeting from the list of available minutes.
Important: To confirm meeting minutes, you must have the Administrator, Chair, Board Secretary, or Senior Executive access role.
How to confirm meeting minutes
On the Confirm Minutes smart agenda item, click Confirm.
In the confirmation window, choose one of the following options:
Confirm as Presented – Confirms the minutes without changes and locks the meeting.
Confirm with the following changes – Adds a note at the top of the confirmed minutes describing the agreed changes. If you need to edit the original minutes instead, click Cancel, update the minutes, then return to confirm them.
Request Signature – Sends the confirmed minutes for digital signature, if enabled. See How to Request Signatures for Minutes.
Important: If the Confirm button is missing or unavailable, check that:
You have the Administrator, Chair, Board Secretary, or Senior Executive access role.
The previous meeting's minutes are in the Minutes in Review stage.
What happens when you confirm and close the minutes?
When you click Confirm and Close:
The source meeting is marked as Closed.
A record of the confirmation is added to the minutes for the current meeting.
The source meeting's confirmed minutes are updated to show when and where they were confirmed.
Important: Once the minutes are confirmed, the meeting is locked and the minutes can no longer be edited. This ensures they remain an accurate record of the board's decision at the time they were confirmed.
What happens if you don't confirm the minutes?
If you move the current meeting to the Minutes in Review stage without confirming the previous meeting's minutes, a reminder will appear.
You can choose:
Postpone for another meeting – Removes the minutes from the current Confirm Minutes agenda item and returns them to the Available Minutes list, ready to be confirmed at a future meeting.
Fix Now – Returns you to the Confirm Minutes agenda item so you can confirm the minutes before continuing.
Postpone minutes for another meeting
If you want to confirm the minutes at a later meeting, you can remove them from the current Confirm Minutes agenda item.
Click the context menu (three dots), then select Remove.
The minutes are returned to the Available Minutes list so they can be selected for confirmation at a future meeting.
Use the Show/Hide button to view the Available Minutes list.
Frequently Asked Questions
How do I reverse confirmed minutes?
If you need to undo a confirmation, see Reverse Confirmed Minutes.
How do I manage signatures on confirmed minutes?
After confirming the minutes, you can send them for digital signature.
For the full workflow, including how to resend requests and track signature status, see Signing the Minutes.
How do I schedule minutes for confirmation at a future meeting?
You can set which previous minutes will be confirmed at an upcoming meeting, including using the Confirm On date field to control when they appear.
See Scheduling Minutes for Confirmation for the full workflow.
Can I confirm minutes from another account?
No. Each board or committee account has its own workflow for confirming minutes. Minutes cannot be confirmed between separate accounts.
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