Reviewing a minutes document

You can add changes and comments when you review a draft minutes document. This topic explains how to access the Minutes module and review a draft.

  1. To access the Minutes module, first sign in to BoardEffect, then go to the workroom Library page. Next, select Minutes on the top right.

  2. A list of minutes documents is available. Select a document name to open the Review page.

  3. You can suggest changes on the Review page. To begin, select the field below a section name, and then start typing.

  4. Several formatting options are available, which are similar to standard Microsoft Word formatting functions. To enable a formatting option, select it. To disable the formatting option, select it again. The following options are available, from left to right, on the toolbar:

    • Text style and size (select it to access options)
    • Bold text
    • Italic text
    • Underlined text
    • Strike through text
    • Paragraph alignment (select it to access options)
    • Numbered list
    • Bulleted list
    • Indent text
    • Reverse-indent text
    • Add table
    • Comment
    • Undo
    • Redo

  5. To add a comment, highlight a word or phrase, and then select comment on the toolbar.

  6. A new comment will appear in the Changes and Comments section, located on the right side of the page. Select the Write a comment field, and then start typing.

  7. When you finish typing, select the green check mark.

  8. You can view all of your changes and comments in the Changes and Comments section.

  9. Your work is continuously and automatically saved. The date and time of the last autosave are displayed on the top right of the page.

  10. To submit your feedback, select Complete My Review. The administrator receives a notification that your review is complete, and they can accept or deny your changes and comments.