Create a Meeting Book with Decisions

A Meeting Book is a compilation of the agenda and selected attachments into a consolidated PDF that can be shared with meeting participants

Step I: Open the meeting

Once you’re done building the meeting agenda, you can create the Meeting Book directly from Outlook or from the meeting view.

 

Step II: Create the Meeting Book

From Outlook: Click the menu icon at the top right in the Decisions add-in. Select “Create Meeting Book” and give the document a name. When you click “save,” a Word document will open.

From the Web: Once the meeting agenda opens in your browser, click the menu button in the top left corner. Select “Create Meeting Book” and give the document a name. When you click “save,” a Word document will open.

 

Step III: Open Decisions in Word

When the Word document opens, click the Decisions add-in on the top right of your menu bar. Get the Decisions Meeting Documents Manager for Word.

 

Step IV: Update the table of contents

You have the option to select which agenda items to include in the Meeting Book. Once you’ve selected the items to include, click “Generate cover pages.”

Next, update the table of contents by selecting references > update table. When this is completed, click “proceed.”

 

Step V: Publish and send the meeting book

Double check the document and when the Meeting Book is complete, click “Create PDF.” Then, select which participants should receive the Meeting Book and click “send.” Those participants will automatically receive a notification that the Meeting Book is ready. It will be available in your Decisions meeting, as a button on the top menu.