Archiving and deleting a Meeting Book

You can archive a Meeting Book to preserve historic information, and then restore the Meeting Book to access the materials again. While not recommended, you can also permanently delete a Meeting Book. This topic explains how to archive, restore, and delete a Meeting Book.

Archive a Meeting Book

When you archive a Meeting Book, it is saved in the Archives.

  1. To view the current Meeting Books in a workroom, select the Library tab , and then select Meeting Books on the top of the page.

  2. To archive a Meeting Book, click the arrow on the top right corner, and then select Archive from the menu.

    Note

    You will remove all existing annotations when you archive a Meeting Book.

  3. To view archived Meeting Books, select Archives on top of the page.

  4. Meeting Books in the Archives are listed from the most recent archived date to the least recent. You can view the Archived date on the Meeting Book card.

  5. To restore an archived Meeting Book, click the arrow on the top right corner, and then select Restore from the menu.

Delete a Meeting Book

When you delete a Meeting Book, it is permanently removed from BoardEffect, and you cannot recover it.

  1. From the Meeting Books page, select the arrow on the top right corner, and then select Delete from the menu.

  2. To confirm, enter delete in the blank field of the dialog box that appears.

  3. Select Continue to permanently delete the Meeting Book.