Insert Minute Snippets

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:
   

3. Select the desired section or item:
   

4. Add a motion and/or initiate a vote as necessary:

   

5. After the action for the section or item is complete, navigate to the Discussion section:
   

6. Enter text into the Discussion field, if desired:

   

7. Click the Minutes Snippets button:
   

8. Select the desired snippet from the dropdown list:
   

9. Edit the snippet content to fit your needs:
   

   Note:

   You can use the Paragraph and Text Formatting tools to format the look of your discussion text as desired:

   

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:
    

    • 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