Modifying meeting properties

  1. Right-click the meeting to modify and click Properties.

    The properties appear in a dialogue box with some details in its title bar.

  2. Change the properties as required and click OK to save your changes.

    Content Manager closes the dialogue box.

  • Meeting Type - Meeting Type used to create this meeting
  • Meeting Date - start date and time for this meeting occurrence
  • Meeting Name - generated by Content Manager. Change if required.
  • Meeting Place - Content Manager Location of type Venue
  • Meeting Duration - in minutes
  • Submission Cutoff Date - date and time from which you cannot submit agenda items for this meeting any more
  • Agenda Issue Date - date and time the agenda will be issued
  • Agenda - Content Manager record number of the agenda document.

    Use KwikSelect to search in Content Manager.

  • Minutes - Content Manager record number of the minute document.

    Use KwikSelect to search in Content Manager.

This tab displays the current meeting participants, their role and their attendance type.

The Meeting Type that was used to create this meeting determines the initial set of meeting participants.

  1. Right-click in the list and click Add Meeting Participant
  2. Search for and select a person in Content Manager, click OK.

    The Add Meeting Participant dialogue box appears.

    • Invited Location - the Location you are inviting
    • Invitation Type - choose from:
      • Invited
      • Chair
      • Secretary
      • Required
      • Optional
    • Attendance type - during or after the meeting, choose from:
      • Present
      • Apology
      • Not Present
      • By Proxy - when selected, enter another Content Manager Location in the field Proxy Location
  3. Click OK.

    Content Manager adds the participant to the meeting.

  1. Double-click an existing participant to change their participation details.
  2. Click OK.

    Content Manager saves your changes.

Notes tab

Add notes about the meeting participant, if needed.

  1. Right-click the participant.
  2. Click Delete.

    A confirmation message appears.

  3. Click Yes.

    Content Manager removes the participant from the meeting.

You can use this tab to attach Content Manager documents to the meeting occurrence:

  1. Right-click and click Add Meeting Document.

    The Content Manager record search dialogue appears.

  2. Search for and select the document to attach and click OK.

    A confirmation message appears.

  3. Click OK.

    Content Manager attaches the document to the meeting occurrence and it appears in the tab.

  1. Double-click the attached document.

    The New Meeting Document dialogue box appears.

  2. Change the value in the field Document Type and click OK.

    Content Manager saves your changes to the document and closes the dialogue box.

Add notes about this meeting, if required.

  • Click User Stamp to insert your signature
  • Click in the field and type your notes or click Add Notes first
  • Click Spelling to check the spelling in the notes
  • Click OK

The Access Controls tab displays access permissions to this meeting item.

Select the Access Control you want to change and use the buttons below to make the change.

  • Clear - grants access to everyone
  • Private - grants access to yourself
  • Custom - grants access to a particular Location