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Copying a Meeting

You can copy a meeting if you want to make internal-only notes for a meeting, or if you want to assign the meeting to a set. When you copy a meeting, you need to choose to copy a meeting to a set, or to create it outside of a set. To ensure continuity between meetings in a set, you can only select a Meeting Set Name that is not already in use.

ClosedTo copy a meeting from the register

  1. In the Meeting Minutes register, select the check box to the left of the meeting you want to copy.
  2. From the Tools menu, select Copy to New Set.

    3. The Select Meeting Set Name dialog box appears.

  3. To create a meeting inside a set, select Create New Meeting in a Set, then select the meeting set name from the lookup list.

    4. — or —

    To create a meeting outside of a set, select Create New Meeting Outside of a Set.

  4. Click OK.

    5. Proliance displays the new meeting. All the information except the Meeting Set Name, Meeting Number, and Notice Sent Date from the original meeting is carried over.

ClosedTo copy a meeting from a document

  1. In the Meeting document, select Tools > Copy to New Set.

    2. The Select Meeting Set Name dialog box appears.

  2. To create a meeting inside a set, select Create New Meeting in a Set, then select the meeting set name from the lookup list.

    3. — or —

    To create a meeting outside of a set, select Create New Meeting Outside of a Set.

  3. Click OK.

    4. Proliance displays the new meeting. All the information except the Meeting Set Name, Meeting Number, and Notice Sent Date from the original meeting is carried over.