A typical scenario of agenda processing using the DocuNote Agenda feature looks as follows:

• The agenda administrator (or responsible person) creates the meeting and uploads agenda items to the meeting that should be discussed during the meeting;
• When all the agenda items are prepared and sorted, the administrator locks the agenda. Since then, no more agenda items could be uploaded further;
• The administrator generates the agenda document in PDF format and distributes it among the meeting participants;
• If there are any additional items that are missing in the agenda list but should be discussed during the meeting, they could be added to the appendix section;
• The administrator starts the meeting;
• During the meeting, decisions are specified next to each agenda item;
• Once the decisions are entered, the final agenda document with minutes is generated in PDF format.

Although the mentioned scenario is common for many organizations, it could be further customized to meet your business needs.

See also:

Agenda - View log

Creating new meeting

Working with agenda items

Moving agenda items to meeting

Locking agenda

Generating agenda

Attaching appendices

Locking appendix