Step I: Click the “Minutes” in the meeting agenda and then select “Word.”
A dialog box might appear asking if you want to use Word online or desktop. You must select “desktop” to enable the Decisions Meeting Documents Manager.
Step II: Name the document and click “save.”
Once you save, Word will open.
Step III: Once Word opens, select the Decisions Meeting Documents Manager from the upper toolbar.
Step IV: Details from the agenda, including the agenda items, date, time and attendees automatically sync within the meeting minutes. You can choose additional components to include in the minutes and mark any absent participants.
Then select “merge” in the bottom of the sidebar
Step V: When the meeting is finished, review the minutes, tasks and decisions.
You can review the minutes before you finalize them. You have the option to share the meeting minutes with other reviewers before distributing them to the broader group.
Step VI: Once finalized, save minutes as a PDF.
You can send the minutes to all meeting attendees and anyone else who might need to see the outcomes directly from word. The minutes will not be available to the group before the minutes are finalized.