Easily share your digital agenda for your next meeting with relevant users.
This article contains the following sections:
-
Publish and notify users
-
Manage and control document access
-
Stay in control with access history
Before publishing and during the agenda preparation, you may at any time open the draft of both the agenda and the Meeting Book. You are also able to download and share the draft locally. The draft will for security reasons contain a draft watermark.
Publish and notify users
The status gives you essential information. You can see if the Meeting Book is in a draft or published when it was last amended and by whom. When finished, remember to invite and notify users and to publish the Meeting Book/meeting.
NB! Once published, amending meeting title, date, time or location in the meeting overview will require the Meeting Book to be republished.
If last minute changes should occur, conduct the changes and republish the Meeting Book. All existing recipients can be notified. If only conducting changes to the agenda, all potential annotations and notes will be forwarded to the new Meeting Book.
If replacing an attachment, any annotations/notes on this document will no longer appear in the Meeting Book. To keep the annotations we recommend adding a new version of the document to the agenda item and keep the old version.
Manage and control document access
To differentiate access to the agenda item documentation, create a separate folder in the folder structure and upload the documentation that requires limited access. When attaching documents from this folder, only users with folder access will be able to read the content.
Stay in control with access history
Administrators and content administrators may access the download history of the agenda/Meeting Book both in a draft and published state. This is useful if you have published the Board Book and need to do last minute changes. If the Board Book has not been viewed yet, you may want to republish it and not notify the attendees.