Exporting minutes

Export minutes in Microsoft Word format for review and approval, or inclusion in the next meeting book. You can choose to export minutes with or without action items.

Note

  • Minutes in a In review status cannot be exported.

  • You can use the Diligent Template to format your minutes or change to an alternative template. For more information on how to format and upload a template go to Customizing a minutes template.

  1. In Minutes Manager go to the minutes you want to export and select the more options icon

  2. Select Export from the menu.

    The Export options panel opens.

    Tip

    You can also export minutes from the actions Editor tab by selecting Export on the top of the page. The same Export options panel opens.

  3. Select from one of the following three options:

    • Minutes only: Export meeting minutes only as a .docx file, excluding action items.

    • Minutes with actions: Export full meeting minutes as a .docx file, including all action items with assignees and due dates.

    • Actions only: Export actions of the meeting as a .xlxs file.

  4. Select the Diligent Template for standardized formatting, or select Change template to use an alternative stored in Templates manager. For more information go to Adding and managing templates.

    Tip

    • Select Preview to see the template layout. This preview will not contain your content.

    • Selecting any template in your Template manager will open a preview of the layout and styling.

  5. Select Export to download the file to your device.

The file is downloaded to your device.

To find out information on exporting action items, go to Exporting action items.