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Board - Send Minutes for Review
Board - Send Minutes for Review

How to send your draft minutes for review by board or committee members

Angelica Medallo avatar
Written by Angelica Medallo
Updated over a week ago

⚠️ Good to know:

  • Minutes can be sent for review as many times as needed.

  • Revisions will be maintained along with any corresponding user feedback until the minutes are made final.

  • Users will only be provided with the latest revision, previous revisions will be removed from their device.

Open minutes from the Draft or For Review tab:

Select Publish Options:

Select Send for Review:

Select a date the minutes must be reviewed by:

Select your reviewers:

Select Send:

Your reviewers will receive a notification that there are new draft minutes to review.

To view the feedback submitted by your reviewers - see View Minutes review feedback.

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