Meeting minutes are official records of discussions and decisions made during a meeting. OnBoard provides multiple ways for attendees to access these minutes, depending on permissions and how your administrator organizes resources.
Where Can I View Meeting Minutes?
You can view meeting minutes in two main places:
1. Viewing Meeting Minutes From the Meeting
How Do I View Meeting Minutes From the Meeting?
As a Meeting Attendee, you can access minutes created by the Meeting Admin directly from the meeting page.
Steps:
- Navigate to the Meeting List in OnBoard.
- Select the meeting you attended.
- Click Open Minutes to view the minutes available to your permission level.
Can I Download the Minutes?
If your Admin has granted download permissions, there are a couple of ways to download Minutes on Web or Mobile/Tablet.
| NOTE: Users are not currently able to download Linked minutes. |
On Web:
-
Downloads
- Select Downloads on the meeting's Details page.
- From the list of materials Available for Download, select Meeting Minutes .
- Minutes downloaded in this way are PDF only.
-
Open Minutes
- Select the Open Minutes button on the meeting's Details page.
- From the Minutes page, select the Download dropdown in the top right of the page.
- Choose between Download PDF or Download Word Document
On Tablet and Mobile:
- From any tab within a Meeting's page, select the Share
icon in the top right.
- Select Export Minutes from the dropdown options.
- Choose between Export (PDF) and Export (Word).
| NOTE: Linked or uploaded minutes are not currently viewable on mobile applications, but will be in a future update. |
| NOTE: Updates made by Admins to the Meeting Minutes will not show up on downloaded versions. As a best practice, view the minutes within OnBoard. |
2. Viewing Meeting Minutes From the Resource Library
How Do I View Meeting Minutes From the Resource Library?
Your administrator may also store meeting minutes in the Resource Library for easy access.
Steps:
- Go to Resources from the main navigation menu.
- Locate the folder specified by your administrator.
| Note: Folder names and locations vary by organization. |
FAQs
Do I need special permissions to view meeting minutes?
- No, all attendees can view minutes shared by the Meeting Admin. However, downloading or exporting requires additional permissions set by the Admin.
Why can’t I find the minutes in the Resource Library?
- The Resource Library location depends on your administrator’s setup. Contact your Admin if you cannot locate the folder.
Comments
0 comments
Please sign in to leave a comment.