Add Attendees
- Use + Add Attendee to search by name or Employer
- Add All Signed-In Workers or Add All Visitors if using Sign-In App
Assign Locations
Attendees can be linked to specific locations, if the option is enabled for the Meeting Type.
After adding Attendees and creating the Meeting, use Add Location(s) next to Attendees' names.
Capture Signatures
- In person during the Meeting: use the Sign button next to an Attendee's name
- Via Sign-In App: if enabled for the Meeting Type and the specific meeting, the Meeting will appear as part of the sign-in process the next time an Attendee signs in
- Via QR code: the sign-off QR code can be scanned by the Attendee to download the Meeting minutes and sign
Distribute Meeting Records
- Use Options > Send PDF to All Attendees to distribute the Meeting record
- Alternatively, choose to Send PDF and Attachments to All Attendees if the Meeting attachments need to be distributed alongside the record
Note: Attendees must have an email address on file to receive the files.