Exporting minutes

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

    A menu opens.

  2. You can select from two options:

    • Export minutes only: Export minutes document text only, not the action items, to a Word document.

    • 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:

    • Document title

    • Meeting date, time, and location

    • Minutes section headers and text (including any AI-generated content)

    • (If selected in Step 2) Action items, with due date and assignees listed

    • Logo

    To find out information on exporting action items, go to Exporting action items.