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Documents

Documents such as word/excel/powerpoint, PDFs, images can be uploaded to an occurrence agenda topic, or directly to an occurrence if the document does not relate to a specific discussion topic.

This may be useful to help record which version of a document was discussed in a meeting, or to record a photo of a whiteboard drawing or a scan of a paper page that was made during a meeting for example.

The text content of any text-based document uploaded is available for searching.

On this page we describe:
  1. Adding documents
  2. Viewing documents
  3. Updating documents
  4. Deleting documents
  5. Adding comments to a document

Adding documents


Documents can be attached to a specific discussion topic in an occurrence, or directly to an occurrence if not related to a specific topic on the Occurrence details page.

A document cannot be attached directly to a meeting.

To a discussion topic of an occurrence

Documents can be added to a discussion topic in the Documents section of the Agenda/Minutes tab on the Occurrence details page.

Add doc in discussion topic

Tip: This provides the best method of later understanding the context of the discussion of the document as there will be a link directly back to this discussion topic.

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Documents that do not relate to a specific discussion topic can be added on the Documents tab of the Occurrence details page.

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Viewing documents


Via occurrence page

The Documents tab of an occurrence shows all documents across all topics of the discussion.

View doc

Tip: This provides the best summary of all documents for the occurrence.

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Via My documents

Documents that you have uploaded to MinuteMe can be viewed on My documents dashboard.

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Updating documents


Documents cannot be updated in MinuteMe after they have been uploaded. To “update” a document in MinuteMe, delete it first, and then attach a new copy - or just attach a new copy.

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Deleting documents


A document can be deleted using the delete icon. NOTE the delete icon only comes visible when you move your mouse over the document, and is only visible if you have Write access to the occurrence.

Deleting doc

Tip: Deleting a document is permanent - once you confirm the deletion it will never be returned to your list.
Permissions information:
A document can only be deleted if you have Write access.

Minutes PDF documents created by MinuteMe as a result of sending or re-sending the minutes can only be deleted if you have Admin access to the occurrence.

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Add comments to a document


You can view the comments on the document by clicking the comments icon.

Comment doc

A

The file name is displayed


B

Click to Delete a comment


Tip: Deleting a comment is permanent and there is no delete confirmation.

C

Add a text comment.


D

Click Add Comment to save the new comment.


Permissions information:
Comments can be added/deleted if you have Write access to the occurrence.

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