Duplicating minutes

Create templates for future meetings by duplicating existing minutes documents. You can duplicate just the section structure or duplicate the sections and minutes text.

1. In the Minutes Manager, go to the minutes you want to duplicate and select the more options icon .

   A menu opens.

2. Select Duplicate from the menu.

   The Duplicate meeting minutes dialog opens, and all fields are prepopulated with details from the source document.

   Note

   This option is not available when minutes are In review status.

3. Select your preferred duplicate options.

   1. Include sections only: Duplicate the section structure of the source document without the minutes text.

   2. Include sections and minutes: Duplicate the section structure of the source document with the minutes text.

4. Edit the rest of the details as preferred.

   Note

   The Title field adds the words "Copy of" to the title of the source document.

5. Select Duplicate.