TABLE OF CONTENTS
I. PDF Doesn't Show Edits
If the Minutes are edited, and the PDF does not display these edits, the cause is that the browser has cached an outdated view of the PDF.
To fix this, and view the most recent version of the PDF, clear the browser's cache.
To do so for Chrome:
On your computer, open Chrome.
At the top right, click More (⋮)
Click Clear browsing data.
Select a time range; we recommend All Time
Click Clear data.
Revisit the desired Minutes and click View as PDF
New copy of PDF opens displaying desired edits
II. 500 Error on Opening PDF
If a 500 error message appears when trying to open a Minutes PDF, the cause is likely unsupported formatting in the Minutes.
Minutes support 3 levels of nesting. When a Minutes item is nested to the fourth level or deeper, this causes an error message like the one described. An example of unsupported formatting is:
First level
Second level
Third level
Fourth level; indentation to this level is not supported, and can cause the Minutes PDF to break
To fix this:
Navigate to the Edit Minutes view
Search the Minutes for any entry nested to four levels or deeper
Move this out of the fourth level—either:
Move the entry to the third level or higher:
Click the six dots to the entry's left
Click the ← button until the entry is indented three times or fewer or
Delete the entry:
Click the six dots to the entry's left
Click the X button
Click View as PDF
PDF opens with no error message
III. PDF Doesn't Show Attendance / Logo
The following details are not included by default on the Minutes PDF:
Attendance
Organization logo, if uploaded in Organization info within Settings
Organization title
Meeting title
Date and time of the meeting
To add attendance, add an attendance entry to the Minutes:
Navigate to the Edit Minutes view
Click + to drop down entry types
Click Attendance from drop down
Use automatic attendance selections carried over from meeting page, or set manually:
Click the drop-down next to each invitee's name
Click the desired attendance option, from:
Present
Present (Remote)
Not present
Type any desired notes beneath each attendee's name
Click View as PDF
PDF including attendance opens
Attendance divided in to two sections: Members and Guests
Each section organized by following sub-sections: Present, Absent, Remote, and Notes
If no guests invited, guest section does not appear
If any subsection has no invitees with the matching attendance status, this subsection does not appear
To add the logo, the organization title, the meeting title, and the meeting time:
Navigate to Edit Minutes view
Click + to drop down entry types
Click Meeting Info from drop-down
This adds the following:
Organization logo, if uploaded in Organization info within Settings.
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
Click View as PDF
PDF including Meeting Info opens
IV. PDF Doesn't Show Images
Images are not supported by Minutes PDFs.
To provide meeting invitees with an image, attach it to the agenda or upload it to the meeting's documents. Please see Related Articles to learn how to do this.
V. New Agenda Items not Added to Minutes
Minutes started from an agenda and the agenda used to start them are not continuously synchronized. Text added to the agenda after the Minutes are started is not automatically added to the Minutes.
There are two ways to add new agenda content to Minutes after the Minutes are started.
The first option is to delete the Minutes, and re-start them from the same agenda. This is recommended if no notes on the meeting other than those contained by the outdated copy of the Agenda are yet added to the Minutes.
To use this strategy:
Navigate to the Minutes
Click Delete Minutes
Click Delete; the screen redirects to the Meeting page
Click Minutes at the top right side of the meeting page
Click Start from Agenda
This starts a new copy of the Minutes based on the most up-to-date version of the agenda.
The other available approach is to copy the desired text from the agenda and paste it in to the Minutes. This is recommended if notes on the meeting other than those contained by the outdated copy of the Agenda are already added to the meeting.
For the best experience with this path, please paste each new agenda item into an Outline Entry. To do so:
Navigate to the Agenda
Copy the new Agenda item
Navigate to the Minutes
Click the + button on the left side of the Edit Minutes window, dropping down entry options
Click Outline Entry from these options
Paste the text copied during step 2
Repeat steps 1-6 until all new Agenda items are copied
This adds the new item to the Minutes using the same visual formatting as the existing agenda items.
To learn how to edit this new entry, including its location, please see Related Articles.
VII. User Cannot Access Minutes
If a member or observer cannot access Minutes, this is because they need to be promoted to Meeting Collaborator.
Minutes can only be edited by the following users:
Organization admins
Meeting creators / owners
Meeting collaborators
To learn how to make this change, please see Related Articles.
Related Articles
Create Meeting Minutes: Learn how to create meeting minutes from the meeting page and from Boardable Spotlight.
Edit / Format Meeting Minutes: learn how to edit meeting minutes along with some tips on moving sections, deleting sections, and formatting (i.e. indenting, page breaks)
Meeting Minutes — Additional Options: learn about all of the options available through the plus icon within free-form meeting minutes
Attendance in Meeting Minutes: learn how to record and edit detailed attendance, within free-form minutes, during the meeting and after
Publish Meeting Minutes: learn how to publish free-form minutes through the meeting page or through Spotlight
Agenda — Upload a Document: Learn how to add / upload a document to the meeting agenda
Documents — Upload to Meeting Page: Learn how to add documents to the meeting page from a variety of sources
Update Meeting Role: Learn how to change a user's meeting role.