Finishing minutes

There are two ways to finish the minutes of a meeting and send it to the next step:

Through the meeting minutes data screen

On the meeting minutes data screen, it is possible to finish the minutes and send the meeting to the next step by selecting the Save and exit option, as long as the minutes have been duly defined. It is also possible to finish the scheduling and send the meeting to the next step by performing the following operation:

Through the main record screen

In the list of records on the main screen, select the desired meeting. To send it successfully, it is necessary for the subject (minutes) to be properly entered.

After that, click on More on the toolbar.

On the screen that will be displayed, first, keep the participants who have attended the meeting enabled. Click on the toggle next to the name of the participants who have not attended the meeting.

The system will ask if you wish to send the meeting to the next configured step. Choose the desired option:

OK: The meeting will continue to one of the following steps:

▪Signature: If the "Wait until all participants have signed meeting minutes" option was checked, the meeting will be sent for the participants to confirm the minutes signature. If the "Send meeting minutes signature task only to the participants who have attended the meeting" option has also been enabled in the type, only the participants enabled in the previous step will receive the task.

▪Closure: If waiting for the minutes to be signed has not been configured, the meeting will be closed. It will be possible to search the minutes created by the note taker through the View Meeting menu.

Cancel: The meeting will remain pending with the Minutes status. The closure of the meeting minutes record can also be performed through the Minutes task.