Download Notes from a Boardroom Meeting

Download Boardroom Meeting notes to review discussion topics, ideas, and outcomes 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 on the “Meeting Notes” label.
5. Click on the “Download Meeting Notes PDF” link to save a copy of the notes file to your computer.
• To exit the process, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.