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Minuting New Appointments

Updated over a year ago

GEMs has many reports ready made, these include easy to use templates that allow the User to add the entities they want to include in their minutes.

Click the Find a Report tile

2. Search for "Minute". Select the Minutes template based on the description.

3. Click Next.

Use the look up icon to search for the entity or entities to be included in the minutes.

Select the entity or entities to be included by ticking the box next to the company and click Go.

Click Next.

The document can be changed using the Look Up icon next to the Document field.

Once selected click Next.

There is the option to Edit or Remove the Entity. Once completed click Next.

Either Launch the Document Assemble to preview and save the document or Finish to save the document directly to the Document Manager.

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