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Edit a Between Meeting Report

How to make changes to and resend a meeting report between meetings

Vicki van Eeghem avatar
Written by Vicki van Eeghem
Updated over 10 months ago

On the Between Meetings Report page, if you need to make any changes to a report, resend the email or remove a report it is quite easy to do.

Click on the report to open and edit it (this is also true for Draft Reports):

When it opens you can:

  • Send/Resend an email notification of the report

  • Update the date and/or owner of the report

  • Add any additional text/information

  • Upload any new documents

  • Current documents (View, Download, Previous Versions or Delete)

  • Add a comment (Admins, Chairs and Board Secretaries can also delete comments from anyone by clicking on the context menu -3 dots, next to the comment)

Click on the context menu to:

  • see Email History

  • Lock or unlock a Report

  • The report can be "locked" so that no further edits or comments can be added/done and unlocked at any time to make edits or email out again.

Click on Delete to remove a report. Note: You must type "Delete" into the field for it to be removed

Between Meeting reports is a feature with the Premium and Ultimate Plans. If your board subscribes to the Essentials Plan then you will not be able to see Flying Minutes. If you would like more information about this feature please contact support

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