Export a Meeting

Things to Consider

  • Required User Permissions:

    • 'Read Only' level permissions or higher on the project's Meetings tool.

  • Additional Information:

    • The PDF includes the meeting details, meeting attendees, meeting attachments, and meeting items.

Steps

  1. Navigate to the project's Meetings tool.

  2. Click the Meeting Title.

  3. Click Export.

  4. In the Export Configurations menu, select your criteria:.

    • Export Type

    • Item Status

    • Attachment Selection

  5. Click Export.

 Note

  • The option to export as a PDF is only available if all selected attachments are also PDF files. If you select any attachments that are in a different file format (e.g., a Microsoft Word document or an image), the PDF export option will be disabled. You will be automatically redirected to export as a zip folder instead. When you choose this option, you will receive an email notification when your exported file is ready to download.

See Also

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