Meeting - Main

• Current State: Indicates the current state of the meeting.
• Managing Company: Displays the managing company. You can change the Managing Contact in the Details section.  
• Meeting Set: Displays the name of the meeting set that this meeting belongs to.
• Meeting Number: A string of characters that uniquely identifies the meeting document within the workspace. You can edit the number in the Details section.
• Meeting Date: Displays the date of the meeting. You can change the date in the Details section.
• Title: Displays the name of the meeting set. If your meeting does not belong to a set, this field is not displayed. To change the Meeting Set Name, copy the meeting to a new meeting.
• Items Not Discussed: Displays the number of meeting items not discussed out of the total number of items in the meeting.
• Order in Set: Displays the order in the set out of the total number of meetings in the set.
• Items Not Completed: Displays the number of meeting items not completed out of the total number of meeting items.
• Latest Meeting: Indicates whether this document is the latest meeting in the set. If this is not the latest meeting, a hyperlink is provided to the latest meeting document.

The Project section displays a simplified version of the information available on the Projects tab. Use this section to quickly view a list of projects currently linked to the document, and to create, read and delete project links in edit mode. Information displayed in the project section is also available on the Projects tab, and any changes you make in the Project section is synchronized with the Projects tab.

Note: Like all other project-related user interface elements, the Projects section is hidden if no projects currently exist in the workspace.

Using the Project section, you can set the current document's project linking status to:

• None: Select to remove all project links for the current document. You can only remove project links if you have the appropriate role security permissions, and your contact document has a link to the same projects.
• One: Select to display a box where you can enter a single project link for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
• Multiple: Select to display a box where you can enter multiple project links for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
• All: Select to link the current document to all projects within the current workspace.

The current status of project linking is displayed in the section header so that you can quickly scan project status with all the sections on the Main page collapsed. The document must be in edit mode before you can update information in the Project section.

• Current State: Indicates the current state of the meeting.
• Title: Displays the name of the meeting set. If your meeting does not belong to a set, this field is not displayed. To change the Meeting Set Name, copy the meeting to a new meeting.
• Meeting Set: Displays the name of the meeting set that this meeting belongs to.
• Meeting Number: By default, Proliance adds the ID for the Meeting Set Name as the first part of the Number. Type a string of characters that uniquely identifies this meeting, or leave it blank if Proliance is configured to supply one. You can configure the format of this number by using Proliance Local Admin. For details, refer to "Editing the Number Format" in the Proliance Local Admin on-line help.
• Managing Company/Contact: Select the name for the company and contact that is managing the meeting.
• Prepared By Company/Contact: Optionally select the name of the person who prepared this Meeting document. You can use this field if the person who prepared the Meeting document is different than the Managing Contact.

• Location: Type the location of the meeting.
• Start: Enter or click the Calendar icon to select the date and time that the meeting should start.
• End: Enter or click the Calendar icon to select the date and time the meeting should end.
• Purpose: Type the purpose of the meeting.
• Notes: Type any notes for the meeting.

• Next Meeting Location: Type the location for the next meeting. When you create the next meeting in the set, this location is moved to the Location field under the Meeting Details.
• Start: Enter or click the Calendar icon to select the date and time that the next meeting should start. When you create the next meeting, this information is moved to the Start field under the Meeting Details section.
• End: Enter or click the Calendar icon to select the date and time that the next meeting should end. When you create the next meeting, this information is moved to the End field under the Meeting Details section.

• Send Meeting Item Notices: Select this check box to send white, or Read and Respond, notices to the Responsible Contacts. These notices are sent when the Meeting document moves to the Approved state. The contact can follow up in between meetings and report back in the next meeting. Note that if the meeting moves from the Approved state to another state, this option is cleared to prevent the Responsible Contacts from receiving duplicate notices. You can select this option again if you want to re-send the notices.