With the function of importing data from the Meeting, located in the Notes field, you will be able to obtain the template with the information provided by Atlas. In addition to the template, it is also possible to export a created note directly to your Minutes.
To import the template with the Meeting data:
- Access the Notes field on the left side menu;
- Click on "Create a new Note";
- Select the Board to which this annotation will belong;
- At the top of the screen, on top of the title, click on the “Down Arrow”;
- Finally, choose the meeting that contains the data you want to import into the note.
To export your note data to Minutes: - At the top of the screen, on top of the title, click on the “Up Arrow”;
- And finally, choose the meeting that will receive the new exported minutes.
Important: If the Minutes you wish to export is already published, it will be necessary to undo the publication of the previous Minutes, so that a new one can be added.
Watch the video provided below for a better view of the process to be done:
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