Include Comments in a Boardroom Meeting

Boardroom Organizers and Managers can add comments and attach documents to a Boardroom Meeting to capture ideas and outcomes before, during, or after the Meeting itself.

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 “View Boardroom.”
4. On the right side of the “BOARDROOM MEETING” window that opens, click in the text-entry box below your name and avatar to add comments.
5. To add one or more files as attachments to the Meeting, click on the “include attachments” link below the text-entry box. Locate and select the file(s) you want to attach, and click on the “Open” button to upload them to the Meeting.
6. When you are happy with your Boardroom Meeting comment, click on the “Add Comment” button.
• To refresh the comments list and view any new comments posted since you loaded the page, click on the “Refresh” icon (two arrows forming a circle) below the comment text-entry box at the bottom right of the “Boardroom Manager Comments” window..
• To exit the process without incorporating your comment, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.