Uploading your Own Minutes

BoardCloud supports the use of your own minutes document instead of using the system minutes template.

At its simplest, you can load a finalized minutes document into the Minutes Editor for the meeting you are working on. Then you can publish and distribute your document in its original form without making any edits or additions. Your distributed minutes document will be encrypted and transformed into a PDF format.

Minute notification emails are structured exactly the same way as meeting notification emails and carry the base meeting information along with a secure link to open the minutes in the BoardCloud Reader.

Click on the Open Button located in the top left-hand corner of the Minute’s Editor.
The File Explorer window will pop up which will allow you to select a document in Microsoft Word format
Once uploaded your minutes document should be the Editor window.

Uploaded external minutes documents can be a combination of your standard minutes document which has been merged with some custom template elements. (Please contact [email protected] for assistance with this.)

After selecting the Meeting Minute’s document, Click the Open button and the document will be replaced with the Selected Document.