TABLE OF CONTENTS

I. Edit Meeting Minutes

II. Indent or Outdent a Section

III. Other Formatting Options

IV. Move Location of a Section

V. Delete a Section


I. Edit Meeting Minutes

To edit meeting minutes:

i. From Meeting Page

  1. Navigate to the meeting page

  2. Click Edit Minutes

  3. Click on the lock icon to get started

  4. Click the + to get a drop-down menu for additional options

    1. To reveal the plus sign

      1. Click where it says Start typing... or

      2. Click on a section that already exists or

      3. Click anywhere at the bottom of the page

    2. For more information regarding the additional options, please refer to Related Articles

  5. When finished editing, click Only you can edit or Return to Meeting at the top of the page - this will gives back the ability for others to make updates

ii. From Spotlight

To edit meeting minutes in Spotlight:

  1. Navigate to the meeting page

  2. Click the Join Meeting button

    1. This button can be clicked at anytime, it does not need to be at meeting date or time

  3. Click the edit icon

  4. Click on the lock icon to get started

  5. Click the + to get a drop-down menu

    1. To reveal the plus sign

      1. Click where it says Start typing... or

      2. Click on a section that already exists or

      3. Click anywhere at the bottom of the page

    2. For more information regarding the additional options, please refer to Related Articles

  6. When finished editing, click Only you can edit at the top of the page - this will gives back the ability for others to make updates

II. Indent or Outdent a Section

This option is not available for every section - just the outline entries - if unsure, click the section menu (4 dots), when the section is selected, to view the options for that section.

To indent or outdent:

  1. Click on the desired section

  2. Click on the 4 dots that appear in the upper right of the section

  3. Choose the image on the left to indent or the image on the right to outdent

  4. There can be up to 2 levels of indent

III. Other Formatting Options

There are several options for formatting the meeting minutes to create a final document that works best for the organization. Here are some useful tips and formatting options.

Note: please refer to Related Articles for more details regarding these and additional options available in meeting minutes, such as recording decisions and votes.

  • Add Header with Meeting Information

    • Click the + for the drop-down menu, then scroll down and click Meeting Info

    • This will add the following:

      • Name of the organization as a large header

      • Title of the meeting as a smaller header

      • Date and time of the meeting in plain text

    • If this option was selected and the header added in an undesired location - please refer to Move Location of a Section

    • If the heading sizes or meeting information is not displayed as desired, consider adding headings that can be edited and displayed in various sizes (see Add Headings)

  • Add Headings

    • Click the + for the drop-down menu, then scroll down and click Heading

    • Type a heading name and choose the section menu (4 dots) to determine the size of the heading (H1 through H6)

      • If the heading shows blank at first, there may be a refresh issue - close the minutes and re-open them to display and edit the new heading

  • Add Outline Entry

    • Click the + for the drop-down menu, then scroll down and click Outline Entry

    • This will add an entry that follows the same numbering as previous entries or start at number one if starting from scratch.

  • Add Blank Line / Space

    • Click the + for the drop-down menu, then click Text

    • Press the space bar on your keyboard to create a space - this will now create a blank line between the two sections

  • Add Page Break

    • Click the + for the drop-down menu, then click Page Break

    • This will result in the following being added to the document, which will create a new page from that spot when the PDF is created

IV. Move Location of a Section

To move the location of a section:

  1. Click on the section to move

  2. Click on the section menu (4 dots) that appear in the upper right of the section

  3. Click the up or down arrows that appear in the drop-down to move the section up or down within minutes

V. Delete a Section

To delete a section:

  1. Click on the section to delete

  2. Click the 4 dots that appear in the upper right corner of the section

  3. Click the X that appears in the drop-down

    1. Important Note: all of the information that is highlighted, when the section is selected, will be permanently deleted.

  4. Click the X again after it turns red to permanently delete the section


Related Articles

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