Exporting minutes
Export minutes in Microsoft Word format for review and approval, or inclusion in the next meeting book. You can choose to export minutes with or without action items.
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In Minutes Manager go to the minutes you want to export and select the more options icon
A menu opens.
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You can select from two options:
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Export minutes only: Export minutes document text only, not the action items, to a Word document.
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Export minutes with actions: Export all the content of a minutes document content, including action items with assignees and due dates, to a Word document.
Tip
You can also export minutes from the minutes editor page by selecting Export on the top of the page. A menu opens with Export minutes only as an option.
The word file is downloaded to your device and will include the following details:
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Document title
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Meeting date, time, and location
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Minutes section headers and text (including any AI-generated content)
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(If selected in Step 2) Action items, with due date and assignees listed
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To find out information on exporting action items, go to Exporting action items.
