After you have transferred your board book you may need to remove or add an agenda item or change part of the agenda. This can be done in your meeting Flow.
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In to Diligent Data Room, select Flows from the Navigation bar, and select the corresponding Flow tile to open the Flow.
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Make the required change in your meeting Flow.
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Update the board book and wait until it has been transferred successfully.
Note
You can only update board books as long as they are in the status Hidden. Board books that are in the status Current or Archived cannot be updated by Secure Meeting Workflow. This prevents the loss of annotations or sticky notes.
Update a document in the board book
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In to Diligent Data Room, select Flows from the Navigation bar, and select the corresponding Flow tile to open the Flow.
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Select the Agenda tab.
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If the agenda item has already been finalized, select the more options icon
for the agenda item, then Reopen. If the agenda item has not yet been finalized select then Manage delivery.
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Select Request change.
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The person responsible for delivering the document is notified that they need to update the document.
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Review steps will be triggered again as necessary.
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If approval is required, the Administrator is notified so that they can request the approval.
After this and any reviews or approvals are completed, update your board book.
How an update appears in Diligent Boards
Only the updated documents are transferred to Diligent Boards:
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The previous version of the document will be removed and replaced with the updated version.
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The updated document will have its status set to Not approved.
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It will not initially appear in a board book, even if the board book has its status set to Current. To have the document appear, set its status to Approved.
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Nothing else about the board book, including its status or the status of other documents, will be changed.
