Click here to view this article in the brand new BoardPro interface
As long as the Meeting status is either Draft Minutes or Minutes in Review - you can edit individual minutes. Confirmed minutes, however, require being unconfirmed first using the rollback feature before they can be edited. Be cautious, as unconfirming may impact the record's official integrity.
You can see the status in the example below is in the Minutes in Review stage.
From the Meeting page click on Edit Minutes
Go to the Agenda Item that you wish to edit and click on that.
Click on the Minute to be edited and it will open in a pop-up box.
Once you have edited the minute click save. Your Minutes PDF will be automatically updated. Alternatively, you can navigate to the top of the meeting page, locate agenda items marked with an 'M,' and click to edit them on the right side of the screen. This workflow is especially useful for managing minutes linked to agenda items.
Note: You can also add extra minutes (notes, decisions and actions) to agenda items at any time before the meeting has been confirmed. Additionally, collaborative editing is supported, allowing roles such as Chair, Admin, or Board Secretary to make edits. Permissions can be shared via the meeting page link, ensuring flexibility and accuracy in the editing process.
If you have accidentally updated the Meeting status or need to make amendments to a meeting, you can roll it back to the various stages provided the meeting has not been confirmed. Once the rollback is done, edits can be applied, and the meeting status reconfirmed to finalize changes. However, reopening a meeting should follow organizational protocols to maintain accuracy.
See Rolling back from Draft Minutes for more information. BoardPro maintains a single live version of meeting minutes, with all changes saved immediately. Restoring previous versions is not supported, so proceed carefully when making edits. Editing agenda items post-confirmation requires reopening the meeting, during which agenda items and locked data become editable. Ensure to follow proper organizational protocols to avoid discrepancies.