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Minutes Overview

### Pre-requisites

There are a number of things that need to be set up before you can start processing Minutes:

Minute Types

Voting Users

Minute Processing Fields

### Minute Processing Workflow

The Minutes area of Doc Assembler has been designed with the following work flow in mind:

Prior to meeting

  • Prepare draft minutes to facilitate quicker data entry during the meeting.

During meeting

  • Add voting details etc. during the course of the meeting
  • Add voting details, record meeting processes etc.

After meeting

  • Review recorded minutes and tidy up as required

  • Insert minute into the item/report

  • Assemble and publish minutes

More detail on the above is located in the Minute Processing section of this guide.