Inviting reviewers

Send draft minutes of document to specific groups like select directors or executive team members. Reviewers can add comments and suggest changes before the final approval ensuring document accuracy and completeness.

1. Go to Minutes Managerand select the minutes you want reviewed.

   The minutes document opens.

2. Change the status indicator from Draft to In Review.

   The Reviewer details panel opens.

3. Select Reviewer status and select Invite reviewers.

   The Reviewers dialog opens.

4. Add the relevant reviewers by starting to type their name in one of the input fields. As you type a list of results from current committee members appears.

1. General reviewers: Reviewers who can access all sections of the minutes document. Select the user's name to populate it into the field.

2. Restricted reviewers: Reviewers who only have access to specific sections of the minutes document. Select the user's name to populate it into the field. A table with the name of each viewer and the sections in the document appears.

Note

You cannot add administrators as restricted reviewers as they need complete access to the minutes document.

5. Select which sections of the document you want each restricted reviewer to have access to by selecting the checkbox under their name that corresponds with the section name.

6. Select Next.

7. (Optional) Add a due date for the reviewers.

8. Select Next.

9. Select Customize invitation email or send the email without customizing by selecting Send notification.

   Reviewers are notified by email when added to the review of the minutes document.