Viewing Meeting Minutes

Josh Patton
Josh Patton
  • Updated

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. From the Meeting Itself
  2. From the Resource Library

1. 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 View Minutes to open the minutes available to your permission level.

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Can I Download the Minutes?

  • If your Admin has granted download permissions:
    • Click the Options Menu (shown in the screenshot in the original article).
    • Select Download to save a copy for your records.

2. 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.

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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.

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