1. Can documents be renamed in the Document List or after they have been attached to a meeting?
Yes, a document can be renamed, but only in the 6 months after it has been added. Any changes to a documents name will populate everywhere. This means that a document that has been linked to a meeting will be updated automatically.
2. Can a document that has been attached to one set of minutes be linked to to another set of minutes, or do you have to “delete” it from the first meeting?
Documents can be linked to any number of meetings. They do not need to be "deleted." Remember, the document is saved in the system once. It is then linked to any number of other meetings, but it does not mean that the document has been duplicated.
3. Can a document be "un-linked" after the meeting is approved.
No.
Updated August 2024
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