Print or share the meeting minutes

Open the meeting details

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.

Print or download the meeting minutes

1. Select Reports > Meeting Details.
2. Select one of the following option from the Format dropdown to filter the records:
   • Meeting Minutes - All Discussions for Old Business Items
   • Meeting Minutes - Just the last Discussion for Old Business Items
   • Meeting Minutes - Last 3 Discussions for Old Business Items
   • Meeting Minutes - Last 5 Discussions for Old Business Items
   • Meeting Minutes - No Discussions for Old Business Items
3. Select a report Template.

4. Select one of the following Export Options:

   • .DOC (Word 2003)
   • .DOCX (Word 2007)
   • PDF (Adobe Acrobat)
5. Select Ok.

Share the meeting minutes through the TeamLink Portal

1. Select Reports > Meeting Details.
2. Select one of the following option from the Format dropdown to filter the records:
   • Meeting Minutes - All Discussions for Old Business Items
   • Meeting Minutes - Just the last Discussion for Old Business Items
   • Meeting Minutes - Last 3 Discussions for Old Business Items
   • Meeting Minutes - Last 5 Discussions for Old Business Items
   • Meeting Minutes - No Discussions for Old Business Items
3. Select a report Template.

4. Select one of the following Export Options:

   • Save DOC to Linked Files
   • Save PDF to Linked Files
5. Select Ok.

The file is listed in the Linked Files section and the Show In Portal option is selected by default.