Working with our Minutes Builder (Editor)

Minutes Template Editor

Customizable template with tables for agenda, attendance, votes, & tasks. 

Refreshing the Minutes 

Click refresh to update active content in the minutes.

How to Reset Minutes

Reset clears all edits and restarts minutes from the template.

Saving Minutes

Only save minutes if you’ve added or edited agenda item text.

How to Publish Minutes

Publish minutes to make them visible and shareable with members.

How to Distribute Meeting Minutes 

Notify Attendees of the publication of meeting minutes.

How to Unpublish Minutes

Unpublishing hides minutes from members until republished.

Where to Find Past Meeting Minutes

Published minutes are saved to the committee the meeting is linked to.

Minutes Editor Functionality Overview

The BoardCloud Minutes Editor is a dedicated component housed within the Meeting screen. It allows for the capturing of meeting minutes and meeting related reporting functions, such as attendance and vote outcomes.

The Minutes Editor works with Microsoft Word documents only.

The Editor hosts all functionality required to create, edit and publish the minutes. There is also an ability to distribute the final minutes document to meeting attendees.

All published minutes are versioned for audit and governance purposes. If necessary, a published minutes document can be unpublished to correct any errors. The minutes can then be re-published and redistributed. Note, members working in the BoardCloud app will automatically be served that latest version of any republished minutes (or agendas).

Active Agenda Content Widgets

You can continue to use your traditional minutes format and automate it by adding certain active content items to it (listed below). This will get your minutes out faster and increase reporting accuracy.

The active agenda content tables and fields:

  • Attendance
  • Outcomes of any motions or votes
  • Task or action items

There are also certain active fields which will populate variables such as:

  • Meeting title
  • Committee
  • Meeting date and time