How to Upload Meeting Minutes

Members Area
How to Upload Meeting Minutes

Uploading meeting minutes is a straightforward process once you are logged into the Members Area. Follow these steps to ensure your minutes are properly uploaded and accessible:
Step 1: Log into the Members Area
  • After logging in, you will land on the Member Home Page. From here, you have two options to begin uploading your meeting minutes:
    1. Option 1: Use the link located at the bottom-right corner of the page labeled "View Meeting Minutes".
    2. Option 2: Navigate to the User Menu, select Online Tools, and then click Meeting Minutes.
Step 2: Access the Upload Page
  • Once you’ve entered the Meeting Minutes section, you will see a table of contents listing previously uploaded minutes.
  • At the top-left corner of the page, click the link labeled "Add Minutes".
Step 3: Fill Out the Form
  • You will be directed to a form to input details about the meeting minutes you’re uploading. Be sure to fill out all required fields accurately.
Step 4: Attach Your File
  • Under the "Add Attachment" section:
    1. Click the Browse button to locate the file on your computer.
    2. Select the file, then click Open. The file path will appear in the attachment box.
    3. Click the Attach File button to upload the document.
Step 5: Submit Your Minutes
  • Once the file is successfully uploaded, click the Submit Minutes link at the top-right corner of the page.
Your meeting minutes will now be visible on the main Members Page and in the Meeting Minutes Library.
Helpful Tips
  • Save as PDF: To ensure the document maintains its formatting, save and upload the file as a PDF.
  • Add Security: PDF files can be password-protected for an extra layer of security.
By following these steps, you can confidently upload meeting minutes while keeping them organized and secure for future access.
 
Article ID: 20, , Modified: 11/22/2024 at 1:58 PM

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