Edit a Boardroom Meeting

Edit the details of a Boardroom Meeting to include changes or new details.

1. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen.
2. Click on the “Boardroom” tab.
3. In the “BOARDROOM” window that opens, locate the Boardroom Meeting in the list. In the “Actions” column, open the three-dots menu and choose “Edit Boardroom.”
4. Change or add information to edit the item. (To learn more about the individual settings for a Boardroom Meeting, see the “Create a New Boardroom Meeting” section of these instructions.)
5. When you are happy with your Boardroom Meeting setup, click on the “Save” button.
• To exit the process without changing the Boardroom Meeting, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.