Email the meeting minutes

  1. Go to Projects and select the appropriate project in the Quick Select section.
  2. On the Project Home page, select Meetings in the Documentation section.
  3. Select the meeting number from the list.
  4. Select Actions > Send Meeting Minutes.
  5. Select an email Template from the dropdown.
  6. Select Ok.
  7. In the Recipients List section, select the recipients.
  8. In the Linked File Attachments section, select the Grant Access next to each file that you want to share through the TeamLink Portal.
    Files in the Linked File Attachments section are not added as attachments to the email.
  9. Optionally, select Choose File in the Email Upload Attachments section to include any additional files as attachments to the email.
    Files uploaded in the Email Upload Attachments section are not added to the Linked File Attachments section or shared through the TeamLink Portal.
  10. Review the email Subject and Body.
  11. Select Send Email.