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Download Notes from a Boardroom Meeting

Meeting Notes recorded for a Boardroom Meeting (see the Navigate the Boardroom Meeting Window article for how they're entered) can be exported as a PDF at any time, whether the meeting is still open or already closed.

Steps

  1. Click the Membership tab on the vertical Dashboard menu at the left side of the screen.
  2. Click the Boardroom tab.
  3. In the BOARDROOM window, locate the meeting in the list. In the Actions column, open the three-dots menu and choose View Boardroom.
  4. In the BOARDROOM MEETING window, click the Meeting Notes tab at the top right.
  5. Under Meeting Minutes, click Download Meeting Notes PDF. The PDF downloads immediately with whatever notes have been entered so far.

Note: If no notes have been entered yet for the meeting, the downloaded PDF will be empty aside from the meeting heading. Only the Meeting Organizer can add or edit notes — Boardroom Managers can view and download them, but not enter them.

Tip: To see notes added by someone else since you opened the window, click the Refresh icon (two arrows forming a circle) in the lower right corner of the Meeting Notes area before downloading, so your PDF includes the latest entries.