Associating details and attachments to a Meeting

(Agenda View | Edit | New | Details or Options)

Setting a Meeting's details

In the Options tab, select an Importance level for the Meeting. This will color-code your Meetings by Importance level if you would like to categorize them in this manner.

Choose an Access level from the pull-down menu. Access levels determine who can view the Entry in your Agenda. Public Entries are viewable by anyone on the system.

Attaching documents to a Meeting

In the Details tab, type your text directly into the Description edit box or paste text from other applications. Enter up to 30, 000 characters (30K) in this space.

To attach a document to a Meeting, click Attach in the Attachment section and the Select File to Attach dialog will appear. In this dialog, select the file that you wish to attach to the Entry and click OK. Once the file has been attached to the Entry, you will see its icon in the Attachment section Details tab. If you wish to detach a file once it has been attached, click Remove.

Note: You cannot attach files or access attachments if you are working off-line.

See also:

Creating or editing a Meeting