How to Create a Meeting Paper

Any meeting attendee can create a meeting paper using the built-in meeting paper creator. This lets you contribute structured board papers — with an executive summary, background information, analysis, recommendations, and attachments — directly within Our Cat Herder.

Video Guide

Steps

1. Open the meeting from the Meetings page.
2. Click the Contribute button below the date area. If you are an Admin, chairperson, or minute taker, this button will say Manage instead.
3. Click Create Meeting Paper.

4. Select the agenda item to attach the paper to. Meeting papers can only be attached to main agenda items at this time, not sub-items. 5. Enter a title for the meeting paper (up to 100 characters). 6. Fill in the sections as needed:

• Executive Summary
• Background Information
• Analysis and Discussion
• Recommendations

Each section has a formatting toolbar that you can show or hide as you work through them.

7. Optionally, click Add Attachments to include supporting files. You can drag and drop files or browse using the internal file picker.
8. Click Create.

The meeting paper will appear as an attachment on the agenda item you selected.

Editing a Meeting Paper

Unlike regular attachments, meeting papers can be edited after they are created.

1. Open the meeting and find the agenda item the paper is attached to.
2. Click the three dots (⋮) to the right of the meeting paper attachment.
3. Select Edit from the menu.

4. Make your changes to any of the sections or attachments.
5. Click Update to save.

Who Can Create Meeting Papers?

Any portal member who is invited to the meeting as an attendee or minute taker can create a meeting paper. Viewers cannot create meeting papers.

Related

• View Board Papers and Meeting Attachments — How to view documents attached to a meeting
• How To: Meetings — More meeting how-to guides
• Discover Meetings — Video guides on managing meetings