Preparing Minutes - Minutes Approval Workflow

Geeta Nagpal
Geeta Nagpal
  • Updated

Go to Main Navigation Bar > Meetings> select a Meeting > Packages (Tab bar) > Minutes packages > Prepared package's options menu > Approval Request or Approve Package

To approve the minute document, simply click Approve on the appropriate document’s row.

minutesapproval.jpg

Option #1: Approval Request 

Select which workflow group should be used to approve the minute document.  If an approval group is selected, then each user in the approval group will receive a sequential request to approve or reject the Minutes document. 

 

Option #2 Approve Package 

If no workflow groups have been configured, or you do not wish to use a workflow group for approval, select Approve Package, and the document will be instantly marked as approved.

 

 

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