Adding Members to the Attendee List - 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

To add members to the attendee list outside of a roll call:

  1. Open a meeting from Minutes.
  2. Access the Manage Attendee List dialog box. See Accessing the Attendee List.
  3. From the Manage Attendee List dialog box, click Add. The Enter Attendee Name dialog box is displayed.
  4. Select the drop-down arrow in the Attendee field.
  5. Scroll down to the bottom of the list, and then select New Attendee.

    The Enter Attendee Name dialog box contains fields allowing you to enter information for the new attendee.

  6. Enter the appropriate information in the fields provided.
  7. Click Add. The new attendee displays in the Manage Attendee List dialog box, highlighted in green.
    Note:

    When you click OK to close the dialog box, the green highlighting goes away.

  8. Click OK to close the Meeting Attendees List dialog box. Note the following:
    • If the attendee has voting rights, they are automatically added to the Voting section in Minutes.

    • If the attendee is part of the roll call, they are added to the roll call list, but only for items that do not yet have a roll call. If you want the attendee to display on an item with an existing roll call, you would need to remove the roll call from that item and then add it back again.