All Collections
Action List Page and Between Meetings
Action List Page
Workaround -Adding a document to an Action
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.

Did this answer your question?