Editing Minutes, Notes or Actions - Minutes - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Minutes

Platform
OnBase
Product
Minutes
Release
Foundation 23.1
License
Standard
Essential
Premier

If you need to modify the text of any minute, note or action, you can select the appropriate option in the meeting tree, and then make your modifications. You can also change the item to a different item. For example, if you are editing a Minute and want to change it to a Note instead, you can click the Change to Note button and the item displays as a Note.

To edit the text of a minute, note or action:

  1. Select the minute, note, or action under the appropriate item. The full text is displayed in the Minutes section.
  2. Modify the minute, note or action as needed, and then select the appropriate button (Edit Minute, Edit Note or Edit Action). The text is modified and saved with the meeting.