Insert Minute Snippets

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This article will show you how to insert a Minute Snippet after a motion has been passed or failed.

Important Note

You must first add Text Snippets (specifically, Minutes Snippets) in Site Settings before you can select them within a meeting.

Instructions

  1. Sign in to your solution if you have not already

  2. Navigate to the desired Minutes Summary page:
    An example Minutes Summary page.

  3. Select the desired section or item:
    An example item name on the Minutes Summary page.

  4. Add a motion and/or initiate a vote as necessary:Select - Settings - Meetings - Text Snippets - Minutes Snippets - Minutes Module Motion Button.png

  5. After the action for the section or item is complete, scroll to the Discussion section:
    The Discussion section in Edit Mode.

  6. Enter text into the Discussion field, if desired :Select - Settings - Meetings - Text Snippets - Minutes Snippets - Minutes Module Discussion Text Field.png

  7. Click the Minutes Snippets button:
    The Minutes Snippets button.

  8. Select the desired snippet from the dropdown list:
    The Minutes Snippets dropdown and an example option.

  9. Edit the snippet content to fit your needs:
    The Discussion text field with an example snippet.

    Note:

    You can use the Paragraph and Text Formatting tools to format the look of your discussion text as desired.Select - Settings - Meetings - Text Snippets - Minutes Snippets - Minutes Module Paragraph and Text Formatting Tools.png

  10. If Auto Save is on, your changes will automatically be saved; if Auto Save is off, click the Auto-Save Off button and select a save option:
    The Auto Save button and dropdown with the Save Changes and Save and Next Item buttons.

    • Save Changes: Save your changes to this item and remain on its Edit Mode page

    • Save and Next Item: Save your changes to this item and open Edit Mode for the next item in the Minutes order