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. 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.
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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:

  1. 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.
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  1. 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
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On Tablet and Mobile:

  1. From any tab within a Meeting's page, select the Share Screenshot 2026-05-22 at 1.06.31 PM.png icon in the top right. 
  2. Select Export Minutes from the dropdown options.
  3. Choose between Export (PDF) and Export (Word).
Screenshot 2026-05-22 at 12.07.00 PM (2).png
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.

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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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