Organise a Meeting

Manage Meetings

• How to create a meeting?
• What is an agenda item and how to create them?
• What is a Digital Circular Resolution?
• How to take and manage minutes?
• How to create and manage tasks & decisions?

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Notifications

• How to use and see notifications for meetings & the corporate library?
• Which action triggers an automatic notification?
• How do E-Mail Notifications for Approval Items look like?
• What is the Daily Digest email and how to receive them?
• What is the confidential mode?

Publication

• How to publish the agenda or minutes?
• How to share agenda or minutes as a draft?
• Simplified agenda and minutes publishing
• How to share minutes with Minutes Viewer?

Documents

• How to add documents in the meeting agenda?
• How to add documents in the library?
• How to manage document details?
• How to use labels?
• How to upload MS Office documents?

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AI features

• What is the Minutes Copilot feature and how does it work?
• What is the Document Copilot feature and how does it work?
• What are Quick Actions and how does it work?
• Sherpany AI Security and Ethical Use Policy
• What is the Translation Copilot and how does it work?