To share selected meetings within a Meeting Group, follow the steps below.
Step 1: Go to Meeting Minutes
Navigate to your management module and click on the Meeting Minutes tool to access your project's Meeting Groups.
Step 2: Select a Meeting Group
Select the Meeting Group folder that relates to your meeting you wish to share.
Step 3: Click the overflow button
Click the overflow button on the right-hand side of a Meeting block and select "Share" from the menu.
Note: to select multiple Meetings, hover over the block and click the check box on the left-hand side of the Meeting title.
Step 3: Add recipients and share
Add one or more contacts you would like to share your selected Meeting Groups with by typing into the search field and selecting them from the list.
If the contact you are searching for isn't in your address book, click the "ADD NEW CONTACT" button to add them.
Note: you can search for anyone in your address book by contact name, email address, company name or tag. Contacts do not require a Webuild account to view or download shared notices.
Step 4: Notifications
After sharing selected Meetings, each contact receives one email notification per Meeting like the one in the example below.
Recipients can click the "Download Meeting" button to download the Meeting Minutes pdf and any related attachments.
Example: Meeting Minutes email notification
Example: Meeting Minutes pdf file
If you have any questions about the Meeting Minutes tool, shoot us an email at firstname.lastname@example.org and our customer success team will be in touch.
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