Workaround -Adding a document to an Action

How to use the governance documents to link documents/reports to an Action Item

Vicki van Eeghem avatar
Written by Vicki van Eeghem
Updated over a week ago

To use the Governance Documents to link additional reading/ appendixes for Board packs to an agenda:

  1. Create a Folder in the Governance Documents

  2. Add your documents to the folder

  3. Copy the URL from the above bar

  4. Paste the URL into the Insert/Edit Link button on the action bar

Links to documents can also be added to completed Actions.

Things to NOTE: If the meeting is confirmed then it will not update the minutes for that meeting as they are locked and cannot be edited.

  • The update though will appear on the action on the Action List page or if using the Smart Agenda Item- Action List in future meetings it can be reviewed in Completed Since -use the date picker to include the date it was completed

If the meeting is in the Minutes in Review stage then the Minutes will be updated.

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