You can download meetings onto your mobile device so you can work with them remotely. You can also view any attachments or notes that may be associated with the meeting.
Before you can download meetings, you must ensure that the user rights for downloading meetings and documents are set. These settings are configured in the Agenda module. See the Agenda module reference guide to enable the following settings for user groups downloading meetings in Agenda To Go:
-
Read/View permissions for each meeting type
-
Document Type rights
-
Client Product rights
-
Document Retrieve/View permissions
To download meetings:
-
Tap the meeting you want to download from the Results tab. The contents of the meeting is displayed on the screen.
Note:
The meeting is also listed on the Downloaded tab and can be accessed at any time.
Note the following:
-
If the Download All Documents setting is turned on in the configuration settings (see Download All Documents for more information), a message box is displayed asking you if you want to download all documents associated with the meeting. Tap either Confirm or Close.
-
If you tapped Confirm, a message box is displayed showing the progression of the download. When the download is complete, tap View Agenda to return to the Meeting Screen.
Large files may not open. See your system administrator for more information.