Managing files in a Meeting Book

You can update old or outdated files in a Meeting Book, even after you build it. This topic describes how to manage the files in a Meeting Book.

1. Edit a Meeting Book by selecting the arrow on the top right of the card, and then select Edit from the menu.

2. Move down the Edit Meeting Book page to view the categories section. To view more details, click Expand.

3. To manage your files, select the arrow next to a file name, and then select one of the following options from the menu:

   • Rename/Edit Note: add new details or edit existing information about the category, including the Name , Time, Presenter, Action, and Additional Notes.
   • Replace: upload a new file to replace an outdated one. After you upload a new file, the original one is removed.
   • Preview Online: view the selected file as a new tab on your web browser.
   • Add Approval Workflow: create a workflow and select users to review files in the Meeting Book.
   • Delete: remove the file from the Meeting Book. When you delete a file, the annotations from other users are removed. To save annotations, use the "Replace" option, described above.

4. To change the order of your files, select and hold the Menu icon next to the file name, and then drag it above or below existing files.

   Note

   Files cannot be moved between Main Categories. You can only change the order of files within the Subcategory.