To be able to create Meeting Minutes in the area in which the meeting is created needs to have a default Meeting Minutes folder set. All the approved Meeting Minutes will be saved in this folder by default.
Only one folder per area can be set as the default Meeting Minutes folder. You can change which folder is the default folder at any time.
Set a folder as default Meeting Minutes folder
There are three ways to set a folder as the default Meeting Minutes folder:
- Create a new folder and check the “Set as default Meeting Minutes folder” option.
- Click on actions inside a folder and choose Set default folder for Meeting Minutes.
- When creating Meeting Minutes for the first time for the relevant area of use you will be prompted to select a default Meeting Minutes folder if one has not been created yet.
Access and permission settings for the default Meeting Minutes folder
To have full benefit of the Meeting Minutes and Electronic signing for these, it is important that the secretaries and the users requested to sign the minutes have access to the default Meeting Minutes folder.
Identifying the default Meeting Minutes folder
The folder icon in the folder structure is coloured blue for easy identification and an explanation text is displayed in the Meeting Minutes folder, letting the users know this is the default Meeting Minutes folder.
Approved minutes in folder
When Meeting Minutes have been approved, they will be available in the default folder. A Go to folder button in the Meeting Minutes panel in the meeting will be available to take the user directly to the folder where the approved minutes are located.
Signed minutes in folder
If the Meeting Minutes have been signed manually or electronically, the status of the minutes will show Meeting minutes (signed).