| Table of Contents | |
USER FUNCTION GUIDES | ADMIN FUNCTION GUIDES |
Key Features System Navigation Quick Links Header Sign In Forgot Password User Profile Action Icons Home Screen Exit System My Agenda Items Search Agenda Item Add Agenda Item Copy/Move Agenda Item Delete Agenda Item Submit My Approvals Agenda Item Approval Search Agenda Item Approve / Reject Route Approval Agenda Approval Search Agenda Approve / Reject Route Approval My Actions Search Action Edit Action Item Meeting Centre View Meetings Search Meetings Agenda Item Search Search Agenda Item Add Agenda Item Copy/Move agenda item Delete Agenda Item Submit Committees Teams Member List Overview Search Action Export to Excel Action Report Add Action Edit Action Meeting Management – Create Meeting Meeting Management – Meeting Preparation Overview Agenda Access Prepare Agenda Add Agenda Group/Agenda Item Edit Agenda Group Edit Agenda Item Include numbered lists with sub level numbering – Include numbered lists within the report Include Roman Numbering or another Numbering Style Include Bullet List with Sub Level Bullet Include Mixed Lists Include Mixed Lists within Tables Check In / Check Out Send Agenda Item Duplicate Agenda Item Delete Agenda Item Assign Confidential Users Add New Input Field Agenda Item Preview Report Output Configuration Mark as Complete Send for Approval Revert to Draft View History Move Agenda Item Force Approval Download Agenda Change Font Colour of TOC in the Agenda Report Display Brief in TOC in the Agenda Report Send Agenda Finalise Agenda View Agenda History Meeting Management – Join Meeting Overview Meeting Workspace – Participant/Member View Functionality Highlight Text to Comment Sketch (Pen) Meeting Workspace – Organiser View Motion/Resolution/Notes Add Notes Delete Notes Edit Notes Vote Auto Populate Voting Content Taking a Vote Division Vote Attachments Add Action Mark In/Out Revert to Confidential Email Agenda Item Mark Attendance Start Meeting Pause Meeting End Meeting Auto Generate Actions View Full Agenda Preview Minute Output Delete/Hide/Public Meeting Management – Meeting Minutes Overview Meeting Minutes Access Minutes Workspace – Participant Member View Minutes Workspace – Organizer View Publish Draft Minutes Finalise Meeting Minutes Meeting Management – Follow Up Actions Overview Action Item Access Action Snapshot Assigning Action Items Other Functionalities | Device Requirement User Access Levels Contingencies Site Configuration Output Configuration Position Terminology Attendance Terminology Voting Terminology Motion Terminology Snippets Dictionary Management Custom Fields Grid Configuration Data Upload Templates Search Users Add Users Edit User Delete User View Teams Search Team Add Team Edit Team Delete Team View Committees Search Committee Add Committee Edit Committee Delete Committee View Locations Search Location Add Location Edit Location Delete Location View Legislations Add Legislations Add Legislations Delete Legislations Administration – Report Templates View Templates Add New Report template Edit Report Template Delete Report Template Administration – Agenda Template View Agenda Template Add Agenda Template Create Agenda Detail Designing a cover image Preview the design Designing Header/Footer Create Agenda Copy Agenda Template Administration – Email Notifications Email Templates View Email templates Add new email template Delete Email Template Email Notifications View Email notifications Add Email Notifications Add email notification – General |