Exporting a minutes document to Microsoft Word

You can export a minutes document to Microsoft Word for distribution. When you export minutes, you can choose whether action items are included. This topic describes how to export minutes.

1. To open the export menu, select the Export icon from the Minute Taker or Action Items page.

   Note

   You can also select Export from the Minutes Manager hub to open the export menu.

2. A menu opens with several options. To export the minutes document text, select one of the following options:

   • Export Minutes Only: Export minutes document text, excluding action items, to a Microsoft Word document.
   • Export Minutes With Actions: Export all content from the minutes document to a Microsoft Word document, including action items with assignees and due dates. This option most closely recreates the way a Minutes document appears in the application.

3. After making your selection, the file downloads. Exported minutes documents include the following, if present in the source document:

   • Document title
   • Meeting date, time, and location
   • Attendees
   • Minutes section, headers, and text
   • Action items, with due dates and the assignees
   • Logo