When the Meeting Minutes are created the list of attendees will be automatically populated based on the users that have been notified of the meeting.
These users will listed under the default attendee group called Board Members. This group is intended for the participants that are supposed to be present in the meeting, but for whom you can register absence for one specific agenda item or the entire meeting via the drop-down Register absence on each attendee.
Add a participant
To add a participant click on Add participant to create a new entry field where you can add a participant.
When entering a participant into the entry field, you may select a user from the drop-down list of users. As you are typing, the drop-down list will filter to show results of the users with names that include what you have typed.
Remove a participant
To remove a participant from the list, click on the ⨂ to the right of the participant you wish to remove.
Add group
To add a new group of attendees click on Add group.
There are two types of attendee groups available to use for noting attendees in a meeting.
- The top option is a group intended for the participants that are supposed to be present in the meeting, but for whom you can register absence for one specific agenda item or the entire meeting via the drop-down Register absence on each attendee. Absent participants will appear in the relevant agenda item.
- The other alternative group can be used for participants that are not necessarily meant to participate in the full meeting, like external participants or guest participants to specific agenda items. You can register presence for one specific agenda item or the entire meeting via the drop-down Register presence on each attendee.
Request users to sign
You can mark attendees one by one or the entire group of attendees as signers. Any selected signer will be included on a signature page at the end of the Meeting Minutes document.