CIPAceTM Help

Manage Meeting Minutes Documents

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Navigate Here: Implementation > Meeting Minutes > Browse Meeting Minutes; select a meeting minutes> Documents tab.

 
You can manage Documents for the meeting minutes on the Edit Meeting Minutes page - Documents tab.

EditMeetingMinutes_Documents

You can upload a new file and associate it with the current meeting minutes by clicking Add. The system will go to the Add Document page.

 

Add Document by uploading

 

You can view the detailed information of a document by clicking view. The system will open the Document Management page of the document in a new window.

 

You can batch copy document(s) into the current meeting minutes by clicking batch copy from. The system will go to "Create Documents by Copying from Existing Documents" page for your selection of document(s).

 

CreateDocuments by Copying from Existing Documents

 

You can batch copy document(s) from the current meeting minutes to another entity by selecting the document(s) and clicking Batch Copy Documents To. The system will go to "Batch Copy Documents To Another Entity Record" page for your selection of target entity.

 

Batch Copy Documents To Another Entity Record

 

You can batch associate document(s) with the current meeting minutes by clicking Batch Associate Documents From. The system will go to Browse Documents page for your selection of document(s).

 

coordination project link in

 

You can batch associate document(s) from the current meeting minutes to another entity by selecting the document(s) and clicking Batch Associate To. The system will go to "Batch Associate Documents To Another Entity Record" page for your selection of target entity.

 

Batch Associate Documents To Another Entity Record

 

You can batch delete document(s) with the current meeting minutes by selecting the document(s) and clicking BatchDeleteQuoteLineItem.

 

You can download document files associated with the current meeting minutes by clicking DocumentDownload.

 
You can redline the document by clicking the Markup icon markup, the system will then direct you to the Online Document Markup page in a new page.

 

 

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