Meetings
Learn the difference between call attendees and sending an inviteThere is a confusion between call attendees and invite, I would like to emphasize that the call attendees have no relation to the linking ...
How to cancel or delete a meeting?NEW! You can now cancel a meeting without deleting it from the portal.Follow the steps below to do this quickly and easily:To cancel a mee...
How to close a meeting?Once the meeting has been created, items for the day established, the corresponding information has been uploaded, the minute is published...
How to resend the invite to the attendees?The "Resend invitation" functionality for the attendees optimizes the invite search path for the attendee, if you have received it for a l...
How to consult the RSVP (who responded to the invitation) of a meeting?From the menu on the left side, go to the "Boards" option.
Select the Board where your meeting is located.
Click on the meeting and then p...
How to access to the meeting material via announcement?You can access the announcement in two ways:
Click on the link you received in the call email, access the Board of that meeting, or on th...
How to create a video conference automatically using Zoom meetings?Setup
Create video conferencing URLs automatically using the Zoom Meetings integration for Atlas Governance. To use that resource, you ne...
How to create a video conference automatically using Zoom meetingsTo create a video conference using Zoom, follow the steps below:
Setup:
Create video conference URLs automatically using Zoom Meetings ...
How to create a meeting?To create a meeting:
Go to the meeting page and click on "Create"
Define the board linked to this meeting and click on "Next"
Choose the ...
Understanding the status of a meetingThe meeting has four different statuses:
Agenda definition - The first status of the meeting, appears as soon as the owner finishes crea...
How to edit the data of a meeting already created?Go to the meeting you want to edit
Click on "Edit"
Make the change and click on "Finishing editing"
You may not edit the data of a ready ...
How to add or remove attendees from a meeting?To add attendees:
Go to the meeting for which you want to add attendees
Click on the "+" icon next to the current meeting attendees
Selec...
How to add or change meeting owners?To add or change meeting owners:
Go to the meeting for which you want to add or change owners
Click on "+" beside the field “Owners”
Sele...
How to give permission to a meeting attendee to attach files on an agenda item?Only owners of the meeting or this agenda item can manage this permission. For this reason, you must enter the agenda and add the person y...
How to mention users with “@” on Atlas?On Atlas you can mention users, with any specific information that you want to let them know. The sections where you can mention users are...
How to call attendees to a meeting?The call is the second status of the meeting and must be made when the agenda is defined.
Here are 3 ways to create the agenda:
Manually
...
How to cancel the invite of attendees or guests from a meeting?Go to the meeting for which you want to cancel the invitation
Click the “+” icon next to “Attendees” or “Guests”
Mark off the user for wh...
How to request the addition of files for external guests?NEWS! To ensure greater security and compliance when sending attachments directly to the Portal, it is now possible for external guests to...
How to edit agenda data?To edit information for an agenda item:
In the Menu on the left, go to the “Boards” option;
Select the board where your meeting is locate...
How to create recurring meetings?Have you ever thought about logging into Atlas and having the entire year's calendar in the palm of your hand?
Now you can create and sche...
How to postpone an agenda item for a future meeting?Now, we have the option to "Postpone" agenda items for an already created future meeting. This resource can be used in case the agenda has...
How to create an agenda item?To create agendas:
Go to the meeting for which you want to include an item on the agenda
Click on the button "Add agenda item"
Type the ...
How to import folders to the agenda of a meeting?The option to import folders into the meeting agenda makes it much easier to add a large number of files to a single meeting topic:
So to...
How to import a meeting to the agenda of a meeting?To import a meeting to the agenda, follow these steps:
Go to the meeting where you want to import a meeting;
Click "Import meeting";
Cho...
How to attach files to an agenda item?To add files to staves:
Go to the meeting for which you want to attach files to agenda items
Click on the title
Select the button “Attach...
How to comment and reply to the comments within the agenda items?To comment and reply to the comments within agenda items, follow the next steps:
Click on the meeting where you want to add comments wit...
How to add a comment on an agenda item?Go to the meeting for which you want to add comments to the agenda items
Click on the title
Click on "Comments" and add the comment
Finish...
How to include a break on the agenda items?To include a break to agenda items:
Go to the meeting for which you want to include a break on the agenda
Click on the button "Add agenda...
How to change the order of the agenda?To change the order of agenda items:
Click on the three lines on the agenda item and drag it up or down.
The system will adjust the time ...
How to view and download materials by agenda item?To access a specific document within the meeting, do the following:
In the "Home" of the system or in "Boards" click on the meeting you w...
How to view and download materials by agenda item? [APP]Access the Atlas application;
Select the meeting that has the material you want to see;
Click on the title of the agenda item containing t...
Understand the “Activity Log” featureWith the aim of data transparency and traceability of information within the platform, we have the functionality of recording activities o...
How to download the BlueBook?The Bluebook is consolidated with all attachments within the meeting agenda items, in a single PDF with the watermark of the person downlo...
How to download the Bluebook? [APP]Access the Atlas app;
Select the meeting that contains the material you want to see (via Home, Board or Meetings);
Click on the Bluebook (...
How to use the index of the Bluebook? [APP]Access the Bluebook of the meeting where you want to see the material;
Click on the "green ball" which appears in the top left corner;
In ...
How to write on the Bluebook with the Scratch and Highlight tools?The Scratch & Highlight is a tool that makes it possible to interact in the Bluebook of the meeting, including annotations on the page...
How to write on the Bluebook with the Scratch and Highlight tools? [APP]Scratch & Highlight is a tool that allows you to interact with the meeting's Bluebook, inserting notes on the necessary pages. Remembe...
Why does the documents doesn´t appear on the Bluebook?When attaching a document to the agenda, we need to be aware that some types of documents cannot be included in the Bluebook.
The Bluebook...
Why can't I view the minutes?There are two contexts in which minutes cannot be seen within a meeting:
The first of these occurs when the minutes have been published,...
How to create the meeting minutes on Atlas?Go to the meeting for which you want to create the minutes
Click on "Create meeting minutes" (the button only is available when the meetin...
How to upload the meeting minutes to Atlas?Click on "Choose Files" (the button only is available when the meeting status is Ready)
Choose the file and click "Confirm Upload"
Select ...
How to edit meeting minutes already published?Go to the meeting for which you want to edit the minutes
Select the button "View minutes"
Click on "Undo publish"
Edit the text and then c...
How to delete a Minute?If a published minute that was created within the portal requires any additional editing or you simply wish to delete it, do the following...
How to view the minutes?To view the minutes of the meeting you have two options:
View the standard version available after publishing;
View the signed version th...
How to view the minutes? [APP]To view the Minutes via the application:
Click on Boards, in the left corner
Select the Board to which your meeting is linked
Click on th...
Why does an attendee not appear when requesting the signature of a Minutes?The signature request within the Minutes is directly linked to the viewing of content within the meeting.
When we open a Minutes signature...
Why is the user not viewing the content?The permission of the green key () in the contents is very important, because with just a few clicks we can deprive or provide access to d...
How to give access to past meetings to Board members?When a new user is added to the board, they do not have access to the meetings that were held before their entry, so to grant this access:...
How to remove the permission of the view of a meeting to a Board member?For both actions we follow the same path:
Access the meeting you want to take or give permission to view from a board member;
Click the k...
How to remove the permission of a member to view an agenda item?Go to the meeting for which you want to remove the permission to view an agenda item from a board member
Click on the item title for which...
How to view guests' emails?Do you want to confirm the email you added to the guest? After inserting a guest, whether in the entire meeting or on the agenda, simply h...
How do I resend the meeting invite to guests?The "Resend invitation" functionality for guests optimizes the invite search path for the guest, if they received it a long time ago or du...
How to add guests on a meeting?To add guests to a meeting, follow the next steps:
Click on the meeting where you want to add guests
Select the green "+" in the "Guest...
How to include a guest on a meeting agenda?Enter the meeting where you want to add guests to an agenda item.
Enter the agenda item where you want to add a guest, click "+” next to "...
How to invite an external member to be responsible for an item on the agenda of a meeting?To add an external guest to be responsible for an agenda item:
Enter the meeting where you will add an external member responsible for an...
How to add an external guest to be responsible for an agenda item?Go to the meeting where you want to add the guest;
Click on the “Add Agenda Item” button;
Enter the title of the guest's agenda item;
Cli...
How to view the guests emails?Do you want to confirm which e-mail you added to the guest? After inserting a guest, either in the entire meeting or on especific agenda i...