Once a meeting is complete, minutes can easily be emailed from iPassport.
This action can be performed by selecting Email to Invitees from the Actions drop down then click Go.
The Email to Contacts option in the meeting’s Actions menu allows the minutes to be emailed to any iPassport contact or Distribution List. Upon clicking Go, a lightbox opens with search filters for contacts and distribution lists.
The Actions menu also provides options to:
It’s sometimes desirable to use the same or a similar agenda from one meeting in a new one. To allow this, it is possible to duplicate a meeting and then edit the agenda as required. This action is also useful if a meeting that didn’t have a frequency set needs to be held again.
When a meeting is duplicated no attendees are copied over but a distribution list can be created to add the same group of contacts in one step.
The meeting must be active (not completed) to duplicate it.
To duplicate a meeting:
When a meeting is active (not completed), it can be edited. Once it’s marked completed (Set as Completed), no changes can be made to it. The permission, “Meetings:Complete Meetings” is required for this.
If necessary, it can be re-opened by selecting the option, Unlock meeting. The permission, “Meetings:Unlock Meetings” is required.
This is the last article in this user guide.
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